From ecb0f1a0e955a7bdec47337d8e33cf0ffcf241e4 Mon Sep 17 00:00:00 2001 From: Lu Nelson Date: Thu, 6 Aug 2026 16:40:29 +0200 Subject: [PATCH 01/65] Initialize repo: agent config, wayfinder map, elicitation-kernel planning state - AGENTS.md + docs/agents/: issue tracker (local markdown), triage labels, domain-doc conventions - docs/inbox/: captured design conversations (agentic elicitation challenges + criteria) - .scratch/elicitation-kernel/: wayfinder map and tickets 01-09; research (Flue, zil-lean, brunch exchange audit, FV canon survey) and the dev-target-portfolio and contract-decomposition grillings resolved Co-Authored-By: Claude Opus 5 (1M context) --- imports/brunch-agent/.gitignore | 2 + .../issues/01-flue-architecture-deep-read.md | 127 ++ .../issues/02-zil-lean-survey.md | 117 ++ .../issues/03-brunch-exchange-schema-audit.md | 138 ++ .../issues/04-contract-decomposition.md | 84 ++ .../issues/05-questioning-ux-contract.md | 20 + .../issues/06-shipping-shape.md | 18 + .../issues/07-dev-target-portfolio.md | 32 + .../issues/08-assemble-the-spec.md | 9 + .../09-formal-verification-canon-survey.md | 133 ++ .../.scratch/elicitation-kernel/map.md | 58 + imports/brunch-agent/AGENTS.md | 15 + imports/brunch-agent/docs/agents/domain.md | 37 + .../brunch-agent/docs/agents/issue-tracker.md | 30 + .../brunch-agent/docs/agents/triage-labels.md | 17 + ...itation-challenges-2026-08-06T10-02-41Z.md | 553 ++++++++ ...icitation-criteria-2026-08-06T14-11-18Z.md | 1134 +++++++++++++++++ 17 files changed, 2524 insertions(+) create mode 100644 imports/brunch-agent/.gitignore create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/01-flue-architecture-deep-read.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/02-zil-lean-survey.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/03-brunch-exchange-schema-audit.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/04-contract-decomposition.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/05-questioning-ux-contract.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/06-shipping-shape.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/07-dev-target-portfolio.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/08-assemble-the-spec.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/09-formal-verification-canon-survey.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/map.md create mode 100644 imports/brunch-agent/AGENTS.md create mode 100644 imports/brunch-agent/docs/agents/domain.md create mode 100644 imports/brunch-agent/docs/agents/issue-tracker.md create mode 100644 imports/brunch-agent/docs/agents/triage-labels.md create mode 100644 imports/brunch-agent/docs/inbox/agentic-elicitation-challenges-2026-08-06T10-02-41Z.md create mode 100644 imports/brunch-agent/docs/inbox/agentic-elicitation-criteria-2026-08-06T14-11-18Z.md diff --git a/imports/brunch-agent/.gitignore b/imports/brunch-agent/.gitignore new file mode 100644 index 00000000000..646ac519ef2 --- /dev/null +++ b/imports/brunch-agent/.gitignore @@ -0,0 +1,2 @@ +.DS_Store +node_modules/ diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/01-flue-architecture-deep-read.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/01-flue-architecture-deep-read.md new file mode 100644 index 00000000000..c08b2545bc0 --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/01-flue-architecture-deep-read.md @@ -0,0 +1,127 @@ +# Flue architecture deep-read + +Type: research +Status: resolved +Resolved: 2026-08-06 + +## Question + +What does Flue's architecture offer — and constrain — for embedding an elicitation kernel, such that the shipping-shape and contract-decomposition tickets can decide on facts rather than the marketing page? + +Specifically: + +- The agent programming model (React-like hooks API): what is "an agent" as a unit of code, state, and deployment? +- How skills, tools, subagents, persistent state, sandboxes, and channels are defined and composed +- How Pi is exposed through Flue — can an embedded library reach Pi primitives directly, or only through Flue's abstractions? +- Local vs. remote parity: what changes between a Node local run and a Cloudflare/CI deploy? What state survives where? +- Is a "kernel library embedded in a thin Flue agent" a natural pattern, or does Flue push toward the agent *being* the program? +- Channels (Slack/Teams/Discord/GitHub) as host input pathways — what does a host surface look like in Flue terms? + +Sources: https://flueframework.com/docs/guide/ (pages are fetchable as markdown at `/docs/guide//index.md`). + +## Answer + +> Resolved by `/research` subagent, 2026-08-06. + +# Flue Architecture — Findings for an Embedded "Elicitation Kernel" + +Version context: `@flue/runtime` **2.0.3** (npm, published 2026-08-05; package created 2026-05-14, 48 versions). Siblings `@flue/cli`, `@flue/sdk`, `@flue/react`, `@flue/vite` all at 2.0.3. Docs pages carry "Last updated Jul 21–23, 2026". Repo: `github.com/withastro/flue`. + +## 1. Agent as a unit + +**Code.** An agent is a plain exported, capitalized JS function that returns its system-prompt string. Capabilities come from `use*` hooks called in its body. A module marked `'use agent'` is scanned at build time by the Vite plugin (`flue()` from `@flue/vite`); every exported capitalized function in it becomes a registered agent. One file may export several. + +**Lifecycle.** The function **re-renders before every model call** and rebuilds instructions and its declared resource set from scratch. Unlike React, resource hooks *may* be called conditionally — this is the framework's central design bet ("an agent is a program to write, not an object to configure"). Between renders the runtime diffs the declared set against a "last-narrated snapshot" and appends a framework-authored `resources` signal at the next turn boundary ("New tool available: …"). Skill/subagent catalogs are frozen on a durable baseline so flips don't bust the prompt cache; custom-tool changes rewrite the native tools array and *do* invalidate cache (documented exception: a tool unlocked by a completed tool call, on non-Haiku Anthropic models). + +**State.** Durable identity is the function name (or the `Fn.agentName` static) — it keys conversation storage, so renaming without pinning `agentName` is a DB migration. Each conversation is addressed by a caller-chosen `id`. `Fn.initialData` (a Valibot schema static) validates creation-time data exactly once. + +**Deployment.** Registration ≠ mounting. `createAgentRouter(agent)` returns a Hono sub-app you mount yourself in `src/app.ts`; agents reached only via `dispatch(...)` need no mount at all. Entry points: `flue run ` (CLI, no server), HTTP `POST /:id` (202 fire-and-forget), `dispatch(agent, {id, message, initialData, uid})`, and `start()` + `init()` for standalone Node processes. + +## 2. Primitive inventory (what a library could register/own) + +- **Tools.** `defineTool({name, description, input?, output?, harness?, durable?, run})` — Valibot schemas, frozen at module load, importable from a light `@flue/runtime/tool` entry "for tool-only modules". Mounted per render via `useTool(def)`. `run` receives `{data, signal, log, toolCallId}`; `harness: true` adds `harness`, `durable: true` adds `step`. Reserved names: `task`, `activate_skill`, `read_skill_resource`, plus sandbox built-ins (`read/write/edit/bash/grep/glob`). **This is the primary registration surface an embedded kernel would own.** +- **Harness tools** (worth calling out separately). `harness.sandbox` (direct file/exec verbs, *never recorded in the conversation*) and `harness.prompt(text, {result: Schema, tools, model, thinkingLevel, images})` — runs a model operation in a private scratch conversation invisible to clients, with Valibot-validated structured output enforced via a framework-injected `finish` tool. Repeated calls continue that scratch conversation. **This is the closest thing Flue has to a sub-LLM call primitive, and it is a strong fit for a kernel's internal extraction/normalization steps.** Also `harness.compact()`. +- **Skills.** Open Agent Skills format (`SKILL.md` + supporting files), or `defineSkill({name, description, instructions, files})` for generated/assembled content. Progressive disclosure: one catalog line always present; full instructions arrive as an `activate_skill` tool *result*, so activation never mutates the system prompt and the cached prefix survives. Supporting files are served read-only from the app bundle at virtual paths — **not** copied into the sandbox. Also auto-discovered from `/.agents/skills/` when a sandbox exists. +- **Subagents.** `defineSubagent({name, description, agent})` + `useSubagent()`. Model-driven via the always-present `task` tool. Child inherits *environment* (sandbox, workspace context, parent model) but **nothing conversational** — no history, instructions, tools, skills, persistent state, or initialData. Only the final message returns. Explicitly *not* a second addressable agent: "no conversation id, no persistent state, and no address." `GeneralSubagent` ships as a blank delegate under `flue-general`. +- **Persistent state.** `usePersistentState(name, initial)` — React-shaped, JSON-serializable, keyed by name, durable for the life of the conversation. Writes commit **atomically with the unit of work that made them** (tool batch, or event-hook seam checkpoint), which is what makes it the correct guard for at-least-once callbacks. Prefer updater functions; the render value is a snapshot. +- **Sandboxes.** `useSandbox(factory, {cwd})`. `local()` from `@flue/runtime/node`, or adapters (Daytona, E2B, Modal, Cloudflare Sandbox/Computer) built against the Sandbox Adapter API. Attaching one adds the six built-in file/shell tools; an adapter may replace that set entirely. Sandbox filesystems are **ephemeral by default** and independent of conversation durability. +- **Channels.** Inbound-only verified HTTP ingress (Slack, Discord, Teams, GitHub, Stripe, …), shipped as **blueprints** (`flue add channel slack`) that generate project source rather than as opaque packages. A channel is "an object with declarative routes"; `createChannelRouter(routes)` builds one by hand. Handlers call `dispatch(...)` themselves. **Outbound is explicitly not Flue's job** — no send-message abstraction; you use the provider SDK and expose narrow tools with the destination bound in trusted code. +- **Event hooks / data writers.** `useAgentStart` (async — the load-data seam), `useAgentFinish`, `useResponseStart/Finish` (return values merge onto response *metadata*). `useDataWriter(name, {schema})` streams typed structured data parts to clients (`{type: 'data-orderCard', data}`), strictly one-way out of the agent — **the model never sees data parts**, and a write never re-renders the agent. +- **Custom hooks.** Plain `use*` functions composing the built-ins, returning instruction fragments to the caller. Docs explicitly frame this as the reuse/packaging unit. + +## 3. Pi exposure + +Partial and deliberate, concentrated at the **model-provider layer**. Documented facts: + +- `@flue/runtime`'s npm dependencies include `@earendil-works/pi-agent-core` and `@earendil-works/pi-ai` directly. +- Models guide: "Providers are Pi's own objects, and Flue accepts them directly: build one with Pi's `createProvider()` … and hand it to `setProvider()` at module top level in `app.ts`." Examples import from `@earendil-works/pi-ai`, `.../api/anthropic-messages.lazy`, `.../providers/anthropic`, `.../api/openai-completions.lazy`. +- `start({providers})` registers "the Pi providers this runtime registers, replacing the default set." +- `PromptImage` "re-exports pi-ai's `ImageContent`." +- Why-Flue: "Flue builds on Pi, the open agent harness behind OpenClaw, and integrates it deeply into every agent you build." + +Everything else — conversation loop, tool dispatch, skills, subagents, durability — sits behind Flue's own abstractions. **Inference:** there is no documented path to Pi's agent loop, message list, or Pi extension/package system from inside a Flue agent. A kernel that currently assumes Pi-level tool registration, transcript control, or `renderResult`-style TUI hooks would have to be re-expressed entirely in Flue's `defineTool` + render model. Flue also uses Durable Streams (`@durable-streams/client`) as its client transport protocol. + +## 4. Local vs. remote parity + +Durable *records and recovery decisions are identical* across targets; ownership and wake mechanics differ. + +| | Node | Cloudflare | +|---|---|---| +| Unit | one server process, coordinator with **lease-based** ownership | one **Durable Object per agent conversation**, own SQLite; ownership structural | +| Recovery | startup reconciliation + periodic lease scans | wake-on-start + self-renewing durable wake schedule, bounded supervision pass | +| Storage | `db.ts` adapter required (sqlite, Postgres, MySQL, Mongo, Redis, libSQL, Turso, Supabase, Valkey); **without one, conversations are process-local memory and a restart loses them** | built in | +| Constraint | must route each conversation to exactly one owner; active-active / round-robin for the same conversation is unsafe | every deployed agent needs an append-only DO migration tag in your hand-authored `wrangler.jsonc`; renames/deletes are storage migrations (`renamed_classes` / `deleted_classes`) | + +Core contract: "Every accepted submission reaches exactly one durable terminal outcome — completed, failed, or aborted — no matter how many crashes happen in between." Submissions are recorded durably *before* any model work; that is what the 202 and the `DispatchReceipt` attest to. There is a retry budget plus a wall-clock timeout, enforced preemptively via the attempt's abort signal. + +**Deliberately not durable:** sandbox files (rebuilt fresh on each initialization unless the adapter keys a provider workspace on the instance id — "a durable database does not make a sandbox durable"); in-flight local promises (persist the `DispatchReceipt` and `read(receipt)` re-attaches from any process); and **code outside the agent** — Flue explicitly does not checkpoint arbitrary TypeScript. For that, docs point to Cloudflare Workflows / Inngest / Temporal calling Flue "like any other service." External side effects are never recorded, only that a tool ran and what it returned. + +Also: there is **no GitHub Actions or GitLab *target***. CI is just `flue run` in a shell step (`--new` + deterministic `--id` gives exactly-once conversation creation). GHA/GitLab appear only in the ecosystem catalog. Builds are Vite (`vite build` → `dist/server.mjs` + `dist/app.mjs`, or the Cloudflare plugin's output). Node deps are externalized, not bundled; the built server does not load `.env`. + +## 5. Library-in-agent vs. agent-as-product + +**Embedding is a natural pattern, and the docs endorse it explicitly.** Evidence: + +- `defineTool` / `defineSkill` / `defineSubagent` all exist specifically as *exportable, frozen, module-load-validated* units — described as "the natural shape for tools shared across agents" and "the exportable unit — define a delegate once, mount it from any agent." +- **Custom hooks are the documented composition unit:** "a `useGitHub()` hook that bundles the right tools, skills, and instructions can be written once and dropped into every agent that works with GitHub." That is precisely a kernel-in-a-hook. +- `@flue/runtime/tool` is a lighter entry point for tool-only modules — a library can depend on Flue without pulling in the server runtime. +- Source-dir resolution order puts **`.flue/` first**, described as "a self-contained Flue source area inside a larger application," with authored modules free to "import ordinary supporting code from elsewhere in the project." +- Per-mount overrides "spread cleanly": `useSubagent({ ...issueClassifier, model: 'anthropic/claude-haiku-4-5' })`. + +Counter-pressure: Flue insists the *agent itself* be a program, not config, and the `'use agent'` build-time scan means a library **cannot ship a pre-registered agent** — the agent module must be authored in the consuming project. + +**Recommendation (inference):** ship the kernel as a published custom hook — `useElicitationKernel(targetPlugin)` — that internally calls `useTool` / `useSkill` / `usePersistentState` / `useDataWriter` and returns instruction fragments, plus raw `defineTool` exports for hosts that want selective mounting. The host owns a ~10-line `'use agent'` module, the `app.ts` mount, and `db.ts`. This is library-in-a-thin-agent, and Flue's grain supports it. One real constraint: tool names are globally unique per render and collide with reserved names, so the kernel needs a namespacing convention. + +## 6. Channels as host surfaces + +A "host input pathway" in Flue is: verified ingress → `dispatch(agent, {id, message, initialData})`. Three distinct payload lanes: + +- **`initialData`** — recorded once at conversation creation, validated against the agent's schema static, read with `useInitialData()`, immutable thereafter. This is where an elicitation *target descriptor* belongs. +- **`kind: 'signal'` messages** — `{type, body, attributes}` where `attributes` is a string→string map of facts *trusted code* attached. Read with `useDelivery()`. Docs push this hard as the authorization pattern: "the model may choose an order ID to look up, but it cannot choose the customer." For a kernel, this is the channel for host-verified respondent identity. Channel deliveries are signals rather than `user` messages precisely because a Slack thread is multi-participant. +- **`kind: 'user'`** — direct human turns. + +**Interviewing-UX rendering surfaces, ranked by fit:** + +1. **`useDataWriter` + `@flue/react`.** Named, schema-validated structured data parts arriving alongside text on the same message; a tool can write several times mid-run to drive live progress. `useFlueAgent({url})` gives `messages`, `parts`, `status`, `historyReady`, `sendMessage()`, `refresh()`. Message parts are `text | reasoning | dynamic-tool | file`, and **validated structured tool output is preserved on the `dynamic-tool` part's `output`** — the React docs say this exists "so applications can render custom tool interfaces without a separate data-event channel." Direct fit for question cards, choice sets, and review panes. +2. **Chat channels** (Slack/Teams/Discord/GitHub) for text-shaped interviewing only. There is **no outbound abstraction** — every reply is a tool you write against the provider SDK with the destination bound in trusted code (the `replyInThread(data)` pattern). Rich Slack Block Kit interviewing is entirely your code. + +**Gap worth flagging loudly: Flue documents no first-class human-in-the-loop / elicitation / interrupt primitive.** There is no "ask the user and suspend" hook. `terminate: true` on a tool result ends the turn once the current batch settles; the documented pattern for waiting on a human is state-gated tools (`record_approval` unlocks `publish_release`) plus a new inbound submission. **Inference:** the kernel must implement its own turn-suspension protocol — a `terminate: true` tool that writes the pending question into `usePersistentState` and emits a data part, with the host's answer arriving as a fresh `dispatch`. That is exactly the kind of thing a kernel *should* own, but Flue provides no scaffolding for it, so it is net-new work either way. + +## 7. Constraints & risks + +- **Maturity.** 2.0.3, with 2.0 a full API rewrite around hooks announced this cycle; a Migration Guide exists. `@flue/vite` first published 2026-07-10 (19 versions). Fast-moving — expect churn. +- **Build-time magic is load-bearing.** `'use agent'` scanning, `SKILL.md` module imports, and agent-identity stamping all happen in the Vite plugin. **This effectively requires Vite.** A kernel published as a library must not depend on that transform internally — keep to `defineTool`/`defineSkill` (plain runtime calls) and let the host own the scanned module. +- **Durable-identity coupling.** Conversation storage is keyed by agent function name. Always pin `agentName`. +- **Cloudflare migration ceremony.** Adding an agent is always agent + mount + new DO migration tag. If the design ever wants *dynamic* agent creation per elicitation target, Cloudflare forbids it — agents are a build-time set. Use one agent + many conversation ids instead. +- **Prompt-cache economics constrain dynamism.** "Gate tools on state that changes rarely." An interviewing kernel that swaps tools per question would thrash the cache. Prefer one stable tool set + state-driven instructions, or skill activation (cache-safe by design). +- **Valibot lock-in** at every schema boundary (`input`, `output`, `initialData`, `useDataWriter`, `harness.prompt({result})`). A kernel with Zod-based plugin contracts needs a conversion layer or a dual-schema strategy. +- **Node multi-replica.** No active-active per conversation; you must own routing. +- **Subagents are conversationally sterile** — no id, no state, no address. If elicitation-target plugins need their own durable memory, they cannot be subagents; they must be state + tools inside the parent, or separately registered agents. +- **Petrinaut / non-React web-UI host risk:** the rich path (`useFlueAgent`) is React-specific. `@flue/sdk` (`createFlueClient` → `send/read/wait/observe/history`, built on `@durable-streams/client`) is framework-neutral and is what `@flue/react` sits on, so a non-React host is viable — but it must reimplement the materialized-snapshot / reconnect / canonical-reset layer that `useFlueAgent` provides. **Inference:** budget for that, or wrap `createFlueClient` directly and accept a thinner UI contract. +- **`skills` frontmatter `allowed-tools` is accepted but not enforced** — Flue does not restrict the session toolset from a skill. Any kernel-level tool gating must be done with conditional `useTool`. + +## 8. Unreached sources + +**HTTP 404 (do not exist at those paths):** `/docs/guide/deployment/`, `/docs/guide/state/`, `/docs/guide/cloudflare/`, `/docs/guide/cli/`, `/docs/guide/github-actions-target/`, `/docs/reference/index.md`, `/llms.txt`. (Real equivalents: `/docs/guide/deploy/`, state is a section of `agent-hooks`, `/docs/guide/cloudflare-target/`.) + +**Exist but not fetched** (nav-confirmed; would sharpen specific answers): `/docs/guide/database/`, `/docs/guide/schedules/`, `/docs/guide/evals/`, `/docs/guide/observability/`, `/docs/guide/configuration/`, `/docs/guide/migration/`, `/docs/guide/agent-behavior/`, `/docs/reference/sandbox-api/`, `/docs/reference/provider-api/`, the full `/docs/reference/agent-hooks-api/` (indexed, read only via search), the CLI and Agent SDK reference sections, all `/docs/ecosystem/*` sub-pages, the `@flue/react` package README, and `examples/react-chat`. The GitHub repo (`withastro/flue`) source and Pi's own docs (`pi.dev/docs/latest`) were not read. diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/02-zil-lean-survey.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/02-zil-lean-survey.md new file mode 100644 index 00000000000..0f4426f6016 --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/02-zil-lean-survey.md @@ -0,0 +1,117 @@ +# zil-lean survey + +Type: research +Status: resolved +Resolved: 2026-08-06 + +## Question + +What elicitation-for-formal-verification insights does https://github.com/jagg-ix/zil-lean hold, and is a lean/formal-flavored elicitation target *dev-sized* — small enough to develop the kernel against without wading into a massively complex target? + +Specifically: + +- What is the repo: purpose, structure, how it relates natural-language intent to Lean formalization +- What would an **ElicitationPack** for a lean-flavored target need: concept contract (what counts as a proposition/invariant/assumption), observation lenses, completion criteria +- What would its **ProjectionPack** need: output contract/shape, validators (does Lean itself act as the deterministic validator?), lossiness +- Verdict: dev-sized or too heavy? If too heavy, what is the smallest formal-flavored slice that still exercises both pack axes differently from elicit-gherkin? (Fallback second target is BPMN/process-mining.) + +## Answer + +> Resolved by `/research` subagent, 2026-08-06. Local clone for follow-up: scratchpad `zil-lean/` (session-temporary). + +# zil-lean survey + +## 1. What it is + +**Documented facts.** + +- `jagg-ix/zil-lean` — "ZIL: a relational knowledge language implemented in Lean 4 with a Clojure runtime and toolchain." Primary language Clojure; no license file; 31 stars, 1 fork, 0 subscribers, 1 open issue, no topics. +- **Provenance/activity**: repo created 2026-07-27T06:10, last push 2026-07-29T02:26. Entire history is **27 commits over ~2 days**. First commit is "Initial public snapshot" by `github-actions[bot]`; all six PRs are branches named `agent/modularize-*`, `agent/complete-engine-governance-modules`. There is also a `PUBLIC-CONTENT-POLICY.md` and commits titled "Isolate validated source publication." **Inference (high confidence)**: this is an agent-authored code dump published from a private working repo — ~140k tracked lines landed in one snapshot, then mechanically split into modules. Not an organically evolved project, and not battle-tested. +- **Size/structure**: 532 files. `Zil/` (106 files, 14.2k lines Lean 4 — the native library), `src/zil/` (75 files, 17.5k lines Clojure — runtime/CLI/bridges), `spec/` (44 markdown specs, 5.3k lines), `examples/` (133 files, 85k lines — dominated by generated data), `lib/` + `libsets/` (`.zc` macro libraries), `test/` (57 files, 6.1k). Lean pinned to `leanprover/lean4:v4.31.0`. +- **What "ZIL" is**: a **relation-tuple + Horn-rule (Datalog) knowledge language**, explicitly modeled on Google's Zanzibar `object#relation@user` tuple syntax, extended from authorization into general project knowledge: `declaration ─implements→ requirement`, `theorem ─validates→ component`, `claim ─supportedBy→ document`. Four primitives: nodes, relations, rules, queries. Two surface syntaxes (`.zc` tuple text; native Lean macros `zil_fact` / `zil_theorem_rule`) plus a canonical IR, snapshot format `ZILX/1`, delta format `ZILD/1`, revision log `ZILR/1`, and exporters to Soufflé and Prolog. +- **Relation to Lean**: Lean is (a) the implementation host of the engine and (b) a **certification backend for a narrow slice**. `Zil.Trust` has three levels — `asserted` (registered fact), `graphDerived` (rule-inferred), `certified` (a rule paired with a Lean proposition + proof term, kernel-checked). Everything else about proofs is *bookkeeping*: `spec/proof-obligation-governance-v1.md` governs declared obligations across `z3 | tlaps | lean4 | acl2 | manual` and validates *presence of evidence references*, not their content ("Lean kernel validation remain[s] the responsibility of [its] producing system"). + +**It is not**: a benchmark, a proof-automation system, an autoformalization pipeline, or anything with an LLM in it. `grep -ril 'openai|anthropic|llm|prompt|natural.language|gpt-'` across the repo hits **two files, both false positives** (a Terraform API schema, a config macro lib). "assistant" appears only as node names in examples (`assistant.formalization`, `assistant.codegen`) — agents are *modeled as nodes in the graph*, never as interviewers. **There is no elicitation, no question-asking, and no natural-language front-end anywhere in this repo.** + +## 2. Elicitation-relevant insights + +The bookmark intuition is wrong about the surface but partly right about the substrate. zil-lean contains **no informal→formal capture**, but it is an unusually well-worked-out example of **the layer the kernel calls the claim graph** — and it is worth reading precisely for that. + +Transferable, documented: + +- **Evidence-graded claim graph as a first-class artifact.** `spec/assurance-levels-v1.md` defines five orthogonal labels — `exploratory`, `validated`, `kernel-backed`, `externally-attested`, `byte-attested` — with an explicit **prohibited-promotion lattice** (`validated ↛ kernel-backed`, `externally-attested ↛ kernel-backed`, `byte-attested ↛ validated`). Crucially: "Assurance labels state what checked a result… must not be inferred from a successful exit code alone." Directly reusable as the kernel's IR annotation on captured claims, and the sharpest thing in the repo. +- **Full derivation provenance.** `spec/derivation-provenance-v1.md`: every fact node carries `id / fact / origin / stratum`, where origin is `base` or `rule(ruleName, premiseFactIds, negativeChecks, binding)`. Query answers emit witnesses with premise fact IDs and bindings. Reports are deterministic and **timestamp-free** so they hash stably. This is the evidence-preserving IR the kernel wants, worked out concretely — including the honest caveat: "The trace is graph-derived evidence. It is not a Lean kernel proof term." +- **A concept vocabulary for formal-flavored capture that already distinguishes the kernel's hard cases.** `examples/formalization-arc-demo.zc` + `lib/theorem-dsl-macros.zc` separate **assumption** (with class + `ASSUME_HOLDS(source)` / `ASSUME_BROKEN(source, reason)`), **lemma**, **theorem**, **guarantee** (`THEOREM_ENSURES`), **evidence** (engine + token), **component**, **signal**, and **incident** (which can *break* an assumption and propagate). Derived statuses: `PROVED` (deps satisfied + witness), `CONDITIONAL` (witness but assumption under review), `WEAK` (no witness), `BROKEN` (required assumption broken). That is a completion-criteria ladder, expressed as Datalog, that the kernel could adopt nearly verbatim. +- **Two forms of "enough."** `spec/formalization-plan-v1.md` schedules `FORMALIZATION_TARGET` declarations (`module, file, declaration, status, priority, dependencies?`) over a validated acyclic dependency graph, defining *readiness* as `status ∈ {ready, in_progress} ∧ ∀dep. dep.status ∈ {verified, reviewed, proved}`, with structured blocking reasons (`status:`, `missing:`, `dependency::`). `spec/agent-context-v1.md` defines a **context bundle** for handing a task to an agent — changed nodes → reverse impact → relevant facts → originating rules → auto-selected queries and targets — with explicit incompleteness issues (`unknown-changed-node`, `missing-query`, `missing-formalization-target`) and `context_bundle_id = sha256(report bytes)`. +- **Drift detection on formal statements.** `spec/theorem-statement-locks-v1.md` locks `(token_id, declaration, module, kind, type_fingerprint)` and reports ordered check states (`fingerprint_changed`, `declaration_changed`, `missing_token`, `current_unresolved`, `unexpected_token`…). Answers "did the formalization silently stop meaning what the user said?" — a re-elicitation trigger. +- **A request-elicitation schema that already exists.** `spec/request-form-core-v0.1.md` (draft) formalizes "a requester asks for ``" as `Data | Action | Compound | Recursive`, with `mode ∈ {dry_run, apply}`, explicit `Effect` entities, and `Criterion` acceptance predicates, lowered to canonical tuples with derived judgments (`has_side_effect`, `is_recursive`, `execution_contract plan_only`). **Inference**: this is the closest thing in the repo to an elicitation target schema, and it is *not* Lean-flavored at all — it is intent-flavored. It may be more useful to the kernel than the theorem DSL. + +What zil-lean does **not** show, and the kernel must supply: how anyone *arrives* at these declarations. Every `.zc` file is hand-authored. There is no question generation, no ambiguity detection, no candidate extraction from prose, no clarification loop. The Lean checker is used as an oracle over *already-formal* artifacts, never as a feedback signal into a conversation. + +## 3. ElicitationPack sketch (elicit-lean/formal) + +Grounded in the vocabulary zil-lean shows is actually load-bearing. + +**Concept contract** — five kinds, distinguished by their *evidential obligations*, not their grammar: + +| Kind | Test | Obligation on capture | +|---|---|---| +| `assumption` | Taken as given; not to be discharged here | must name a holder/source and a review status | +| `invariant` | Must hold at all times over a named state/scope | must name scope + the state it constrains | +| `proposition/theorem` | A claim asserted to follow from others | must name required assumptions + lemmas | +| `guarantee` (ensures) | An outcome promised to a consumer | must attach to a producing component | +| `constraint` | A restriction on inputs/config, not a claim about behavior | must name what it restricts | + +Non-negotiable per-item fields (from `THM_*` + proof-obligation governance): `id`, `criticality`, `depends_on: [assumption|lemma]`, `evidence?: (engine, token)`, `status`, and — added by the kernel, absent in zil-lean — `source_span` (the utterance it came from) and `paraphrase_confirmed: bool`. + +**Observation lenses** (what to notice in conversation): +1. **Modal/quantifier lens** — "always", "never", "must", "for every", "at most one" → invariant candidate. +2. **Hedge lens** — "assuming", "as long as", "we can take for granted", "in practice X is well-formed" → assumption candidate, and a *required* follow-up on who guarantees it. `a_input_well_formed` in the demo is exactly this shape. +3. **Consequence lens** — "so then", "which means", "that guarantees" → proposition with an implicit dependency edge to name. +4. **Break lens** — "except when", "unless", "this fell over once when…" → either a missing precondition on an existing item, or an incident that breaks an assumption (`INCIDENT_BREAK_ASSUMPTION`). +5. **Undefined-term lens** — a noun used in a claim that has no node yet → must be introduced before the claim can be normalized. + +**Completion criteria** (ladder taken from the demo's status computation, plus dependency-closure from the plan spec): +- *Structurally complete*: every claim's `depends_on` targets exist; dependency graph acyclic; every term referenced has a node. (Directly = the plan spec's set-validation rules.) +- *Epistemically complete*: no claim is `WEAK` without the user having explicitly deferred it; every `CONDITIONAL` names the assumption under review and its owner; every `critical` item has either evidence or an explicit, reasoned waiver (governance spec forbids waiving critical items). +- *Faithfulness*: every captured item has a user-confirmed paraphrase. This is the one criterion zil-lean cannot inform — there is no user in it. + +## 4. ProjectionPack sketch + +**Output contract**: the claim graph projects to a `.zc`-shaped tuple set plus derived-status queries — the `formalization-arc-demo.zc` shape is a working, concrete target. Textual, diffable, deterministic, machine-checkable *without Lean*. + +**Deterministic validators, in ascending cost** — and this is the important structural finding: **zil-lean demonstrates that Lean is the wrong first validator.** Three cheaper tiers exist and catch most errors: + +1. **Schema/graph validation** (free): unique IDs, nonnegative priorities, existing dependency targets, acyclicity, stratification safety, relation declared in some base fact or rule head (`unknown-relation` verdict). +2. **Datalog closure** (cheap, deterministic, bounded — default fuel 64/stratum): derives `PROVED / CONDITIONAL / WEAK / BROKEN`, impact sets, break roots. The real workhorse oracle, and it runs on the *informal* graph. +3. **Obligation governance** (cheap): checks that declared statuses are supported by evidence references — `proved-status-requires-evidence`, `obligation-not-discharged`, `waiver-reason-missing`, `critical-obligation-cannot-be-waived`. +4. **Lean elaboration** (expensive, narrow): only for items actually written as Lean declarations. `spec/lean-verification-report-v1.md` runs `lake env lean ` per module + SHA-256 manifest match; `Zil.Trust.CertifiedRule` kernel-checks a proposition/proof pair. + +So: **Lean serves as the deterministic validator only for the `kernel-backed` tier, and zil-lean's own architecture says you must not let success at tiers 1–3 masquerade as tier 4.** The prohibited-promotion table is the lossiness policy, pre-written. + +**What's lossy**: the natural-language statement itself (`statement` is a free-text field in the obligation schema, unvalidated); the *reason* an assumption is believed (only `source` is kept); alternative derivations (v1 provenance retains only the first witness); and — the deep one — the gap between "Lean accepted this declaration" and "this declaration means what the user said." `theorem-statement-locks` spells it out: "The lock does not claim that unchanged type fingerprints imply unchanged proof terms, source text, or external scientific meaning." The kernel must keep the utterance→claim→declaration chain because nothing downstream can reconstruct it. + +## 5. VERDICT — dev-sized? + +**A full elicit-lean/formal target is not dev-sized. A slice of it is, and it's a good one — but it is not the slice with Lean in it.** + +Reasoning: +- **The heavy part is real.** Getting from a user's claim to a Lean *statement* (not proof) requires committing to a type-theoretic encoding of the domain — the step autoformalization research finds hardest. That is deep-Lean-expertise work, and the contract is not definable without it. zil-lean quietly concedes this: it never writes theorem statements from intent. It stores `proof:Normalize.idempotent` as an opaque **token naming a declaration a human already wrote**. The demo file says so outright: "Proof status here is bookkeeping only. The proof assistant remains the sole proof authority; proof tokens name checked declarations but do not assert them." +- **The light part is genuinely there, and zil-lean is a working existence proof of it.** Eliciting an **assumption/lemma/theorem dependency graph with criticality and evidence pointers** — no Lean statements, no proofs — is weeks-scale. Every validator you need is graph-level and already specified in this repo. + +**Smallest formal-flavored slice: "elicit-proof-obligations" / the verification arc.** Interview a user about a system they believe is correct; capture assumptions (with owners and review status), lemmas, theorems, guarantees, and the dependency edges among them; attach evidence references where they exist; project to a `.zc`-style graph; validate by acyclicity + stratified Datalog closure yielding `PROVED/CONDITIONAL/WEAK/BROKEN` + break-root and impact queries. + +**Does it differ from elicit-gherkin on both pack axes? Yes, cleanly:** +- *ElicitationPack*: Gherkin's concept contract is **scenario-shaped and example-driven** (Given/When/Then, concrete instances, no cross-item structure); completion is per-scenario coverage. This target's contract is **claim-shaped and dependency-structured** — the unit is a proposition with edges to other propositions, the hedge lens is central (Gherkin has no notion of an assumption), and completion is *graph closure plus evidence adequacy*, not enumeration. Different lenses, genuinely different "enough." +- *ProjectionPack*: Gherkin projects to a flat, independently-executable list; validation is parse + step-binding. This projects to a **DAG with derived statuses**, validated by fixpoint computation and an evidence-promotion lattice. The lossiness policy is substantive (assurance levels, first-witness-only) rather than near-absent. + +**Fallback comparison.** Take this slice **over** elicit-BPMN/process-mining as second target. Both differ from Gherkin, but the proof-obligation slice stresses the kernel harder on the axes the design cares about: it forces the claim-graph IR to carry *evidence grades and derivation provenance* (BPMN mostly forces sequencing and gateway structure, which Gherkin partly covers), and it gives you a deterministic non-trivial validator — a Datalog fixpoint — without any external tooling or domain SME. Keep BPMN as third; it's the better *breadth* target once the IR is stable, and it has an easier user-recruitment story. **Inference**, based on pack-axis distance, not on any BPMN sources reviewed here. + +One caveat worth carrying: nothing in this repo has been validated by use. Treat the specs as well-reasoned design documents by an agent-assisted author, not as field-tested contracts — the `assurance-levels` lattice and the `THM_*` status ladder are worth stealing on their merits, not on their track record. + +## 6. Unreached sources + +- Did not build or run anything (`lake build`, `lake exe zilLeanTests`, `clojure -M:test`) — no Lean toolchain here; **all correctness claims are from specs and source, not execution.** +- Did not read: the 129 Lean files in `Zil/` beyond filenames; `spec/zil-formal-core-v0.1.md` (427 lines, the core semantics); `spec/canonical-relational-ir-v0.1.md`; `spec/evidence-envelope-v1.md`; `spec/query-governance-v1.md`; `spec/recovery-audit-v1.md`; `spec/dmetavm-core-v0.1.md`; `formal/` (TLA+/SMT); the 17 `libsets/` domain packs; the 133 example files beyond three. +- Repo wiki is enabled (`has_wiki: true`) — not checked. 1 open issue — not read. No discussions, no releases checked. +- Author `jagg-ix` (Jorge A. Garcia) — no external profile or publication search performed, so no independent read on provenance beyond commit metadata. diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/03-brunch-exchange-schema-audit.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/03-brunch-exchange-schema-audit.md new file mode 100644 index 00000000000..ee6c28f2753 --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/03-brunch-exchange-schema-audit.md @@ -0,0 +1,138 @@ +# Brunch exchange-schema audit + +Type: research +Status: resolved +Resolved: 2026-08-06 + +## Question + +Catalog brunch's structured-exchange vocabulary and classify each element as **generic to any elicitation** vs. **brunch-specific** (coupled to the spec-graph/product), so the questioning-UX and contract-decomposition tickets inherit a map of what to keep, generalize, or drop. + +Specifically, in `../brunch` (read-only): + +- `src/exchanges/` — schemas (`ask`, `present_candidates`, `present_digest`, `present_review_set`, `request_choice`/`request_review`, capture/editor envelopes), projections, recovery +- `src/agents/runtime/elicitor/` — prompt/context assembly, active-tool policy, the control-ownership table (spec posture / elicitation style / asking agenda) +- `src/agents/skills/` — the activity-move routing table (analyze/elicit/ingest/propose/project/map/review) as candidate generic elicitation routines +- Relevant `TOPOLOGY.md` files for boundary intent + +For each element: what interaction problem it solves, where it hard-codes brunch's graph/spec shape, and any right-sizedness doubts visible in the code or docs (the abstractions "were also just a guess" — look for strain marks: legacy kept-for-reads projections, migration notes, loud failure modes). + +## Answer + +> Resolved by `/research` subagent, 2026-08-06. Facts cited to file:line-range in `../brunch`; judgments marked **[J]**. + +# Brunch Structured-Exchange & Elicitor Audit + +## 1. Exchange catalog + +**`ask` (the only registered interactive terminal).** Solves: getting exactly one typed response from a human, in one of four shapes, without a separate collect tool per shape. Params (`src/exchanges/schemas/params.ts:~180-215`) carry markdown `body`, optional `options[]`, `multiple`, `allowOther`, `allowNone`, `commentPrompt`, `topLabel`/`bottomLabel`; no options ⇒ free text, options ⇒ single choice, options + `multiple` ⇒ multi-choice (`src/.pi/extensions/exchanges/TOPOLOGY.md`, "Answer sources"). Details (`src/exchanges/schemas/request.ts:~390-460`) echo the question *and* the answer in one result: `question` echo (body, options, `commentPrompt`, `otherPrompt`) plus exactly one of `answered | cancelled | unavailable` — a **property-presence union** rather than a status enum (`src/exchanges/schemas/TOPOLOGY.md:293-300`). Continuation: `ask({ continues: exchange_id })` reads the declared continuation off a prior present; model-authored payload fields on a continuing ask are rejected at the params boundary (`params.ts` `zAskParams.superRefine`, message `"continuing ask payload is declared by the referenced offer"`). + +**`present_candidates`.** Solves: fan-out comparison — let the user *recognize* a direction among alternatives instead of authoring one. Details (`src/exchanges/schemas/present.ts:185-235`): `display{heading, body?}` plus `candidates[]` of `{id, title, user_rubric, meta_rubric, graph_refs[]}`. `user_rubric` is six required nonblank markdown fields — `core_bet, best_fit, cost_complexity, covers_well, main_risks, lock_in_constraints` (+ optional `recommendation`); `meta_rubric` is four optional fields — `legibility_cost_of_knowing, failure_modes, coverage_range, commitment` (the D31-L four-axis meta-rubric, `memory/SPEC.md:262`). Continuation: `continuation: zOptionRequiredAskContinuationDeclaration` → `{tool: "ask", params: {body, options, ...}}`; the answer emits a `request_choice` detail discriminant with `tool_meta.prev = present_candidates`, and may lead to `capture_candidate`. + +**`present_digest`.** Solves: putting a large ingested source in front of the user as prose. Details (`present.ts:237-262`): `digest{abstract (required, nonblank), analysis?, recommendation?}`. Explicitly *not* a graph carrier — graph payload fields are rejected (`schemas/TOPOLOGY.md:289`). Continuation is the **free-text** variant (`zFreeTextAskContinuationDeclaration`, which `z.never()`s options/multiple/allowOther/allowNone/commentPrompt/labels — `shared.ts`), collecting conversational feedback only. Acceptance is deliberately *not* a review decision: a later standalone `ask({acceptsDigest, questions})` questionnaire or a `confirm|revise` single-select mints the accepted carrier, copying `accepted_abstract` from the runtime-resolved digest — caller-authored abstracts are rejected (`src/exchanges/TOPOLOGY.md:27`; `projections/ask.ts` `projectDigestQuestionnaire` / `projectDigestConfirmation`). + +**`present_review_set`.** Solves: batch approval of a structurally valid graph-mutation proposal. Details (`present.ts:60-180`): `review_set{nodes[], edges[]}` where each node is `{draft_id, proposed_code, settlement: advisory|settled, plane: intent|oracle|design|plan, kind, title, body?, detail?}` and each edge is a role-named discriminated union over nine categories (`dependency, witness, rationale, realization, refinement, exclusion, composition, cross_reference, supersession`) with `{draft_id}|{existing_code}` endpoint refs. Continuation is option-required. Approval is the commit: an approved continuation invokes shared settlement *before* `ask.execute` returns, so only a committed, `receipt`-bearing result is appended (`.pi/extensions/exchanges/TOPOLOGY.md`; `ask/continuation.ts:527` throws `'Review-set approval must route through shared settlement'`). `request_changes` requires a comment; `request_changes`/`reject` are terminal-only, no graph effect. + +**Legacy `present_question`.** A merged question/offer anchor (`response_kind: answer|choice|choices` + options inline). Unregistered; its Pi adapter is deleted; the projection survives only for old persisted reads (`schemas/TOPOLOGY.md:132-134`; `projections/present-question.ts`). + +**`request_choice` / `request_review` / `request_answer` / `request_choices`.** No longer registered tools — they are the *preserved wire vocabulary* for terminal details, so capture/sweep readers keep reading what they always read (`.pi/extensions/exchanges/TOPOLOGY.md:81-84`). `request_review` projection callers must pass a present-tool discriminator because review-set and digest close through the same detail kind but capture reads them differently (`projections/request-response/review.ts` `ReviewPresentTool`). + +**Capture envelopes.** `capture_answer|choice|choices|review|candidate` (`schemas/capture.ts`), each a `zCaptureDetailsHeader` + `tool_meta{prev, curr}`. Graph payloads intentionally undesigned in this pass (`schemas/TOPOLOGY.md:386-390`); `capture_candidate` consumes only the selected id. + +**Editor envelope.** `editor.ts` is a *wire* envelope, not transcript detail: a JSON blob prefilled into `ctx.ui.editor` for the one payload Pi built-ins can't carry over RPC (multi-choice). Its `status: 'answered'|'cancelled'` string never enters details, which carry outcome as key presence (`schemas/TOPOLOGY.md:36-38`). + +**Questionnaires.** `schemas/questionnaire.ts`: `{id, kind: free-text|single-select|multi-select, prompt, options[]}` questions and kind-matched answers, replayed on persisted completion so IDs/kinds/option-membership/completeness can't diverge. + +## 2. Classification + +| Element | Class | Change needed / coupling | +|---|---|---| +| `ask` single-tool-four-shapes | **Generic** | The strongest abstraction here. **[J]** One terminal covering free-text/single/multi + a declared-continuation mode is the right primitive. | +| Property-presence terminal union (`answered`/`cancelled`/`unavailable`) | **Generic** | Distinguishes "user declined" from "no UI available" — both are non-answers, and conflating them is the classic bug. | +| `comment` (user-authored) vs `message` (system-authored) split | **Generic** | `schemas/TOPOLOGY.md:108-112`. Cheap, high-value provenance discipline. | +| Question-echo-in-result (self-contained terminal) | **Generic** | Makes the transcript replayable without joining back to the present. | +| Declared continuation (`present` names its own terminal; collector rejects model re-authoring) | **Generic** | **[J]** The single most transferable idea: the offer owns the answer vocabulary, so the model cannot drift the options between showing and collecting. | +| `exchange_id` + `tool_meta{prev,curr,next}` chain | **Generalize-with-changes** | Currently a hand-maintained discriminated union of ~15 literal prev/curr/next triples (`shared.ts`). Replace with a generic `{exchangeId, parentId?}` link + one `form` tag; the pairwise enumeration is combinatorial and buys little. | +| Recovery scan / pending-present resumption | **Generic** | `recovery.ts:78-81`: only an *answered* terminal closes an exchange; cancelled/unavailable stay resumable. Any interviewer needs this. | +| Present-then-ask two-step (offer ≠ collection) | **Generalize-with-changes** | Generic as "render surface separate from input surface", but brunch pins the offer set at three named tools. A kernel wants one `present(form, payload)` with pluggable payload validators. | +| `present_candidates` as an *interaction* | **Generic** | Fan-out/compare/recognize is plane-invariant (A31-L, `memory/SPEC.md:111`). | +| Candidate `user_rubric` (six required fields) | **Brunch-specific** | Hard-codes brunch's product judgment about what makes specs comparable (`core_bet`, `lock_in_constraints`). A kernel should take a caller-declared rubric schema. | +| Candidate `meta_rubric` (D31-L four axes) | **Generalize-with-changes** | SPEC calls it "a soft heuristic… not architecturally enforced" (`memory/SPEC.md:262`) yet it is a required schema key. Demote to optional caller-supplied axes. | +| `graph_refs[]` on candidates | **Brunch-specific** | Node-id coupling to the spec graph. | +| `present_digest` as an interaction | **Generic** | "Here is my reading of your source; react to it" is universal to ingestion-shaped interviewing. | +| Digest accept-via-later-carrier (feedback ≠ acceptance) | **Generalize-with-changes** | **[J]** The *separation* is a real lesson; the specific `acceptsDigest`/`accepted_abstract` field names and the "runtime resolves the final eligible digest" recognizer (`recovery.ts:18`) are brunch plumbing. | +| `present_review_set` as an interaction | **Generalize-with-changes** | "Approve/request-changes/reject a proposed batch of writes, atomically" is generic. Brunch's version hardwires the target. | +| Review-set node/edge draft schema | **Brunch-specific** | `plane: intent\|oracle\|design\|plan`, nine graph edge categories, `settlement: advisory\|settled` (D27-L), `proposed_code`. Params import `zReviewSetProposalPayloadForBoundary` from `graph/review-set.ts` — the only inbound coupling `exchanges/` allows (`exchanges/TOPOLOGY.md`, dependency direction). | +| "Boundary-teaching" schema (advertise nested shape so the model sees it before the deep validator runs) | **Generic** | `schemas/TOPOLOGY.md:47-52`. **[J]** A genuinely good pattern: shallow schema for model legibility, deep validator for correctness. | +| Approval-commits-atomically + receipt | **Generalize-with-changes** | Generic as "the approve branch runs the target's commit and the terminal carries the target's receipt"; `MutateGraphSuccess` (`request.ts:1`) is the coupling. Kernel needs an opaque target-supplied receipt type. | +| Capture layer | **Brunch-specific** | Exists as envelope only, graph payloads undesigned; `capture_candidate` semantics are graph-shaped. | +| Editor envelope (`editor.ts`) | **Generalize-with-changes** | Real problem (host UI can't carry a payload over RPC), brunch-shaped solution. Kernel: name it a "degraded-transport fallback", don't bind it to multi-choice. | +| Option-id regex `^[^>\r\n]+$` | **Generalize-with-changes** | The comment says ids round-trip through an HTML-comment marker recovered by a regex stopping at `>` (`params.ts`). **[J]** A rendering leak in a validation schema — a kernel should encode ids opaquely instead. | +| `active-tools.ts` allowlist | **Generalize-with-changes** | Generic pattern (fixed tool policy per role), brunch-specific contents (`read_graph`, `mutate_graph`, `read_elicitation_scratchpad`). | +| Elicitation scratchpad (private, non-authoritative obligations) | **Generic** | D101-L: session-local, last-snapshot-wins, "durable truth stays in the graph; low-confidence noticings land here." Every interviewer needs a place for "noticed, not yet asked." | +| `elicitation_style: interrogate\|disambiguate\|propose` | **Generic** | `session/elicitation-style.ts`. Style ≠ authority ≠ capability. | +| `warrant-before-commit` directive (hash-pinned, ablatable) | **Generic** | `compose-live-prompt.ts` validates exactly one directive block, hashes it, exposes it as `providerVisibleText`, and supports dev-only ablation. **[J]** Treating one prompt paragraph as a versioned, A/B-testable artifact is a pattern worth stealing outright. | +| Skill moves `analyze / elicit / ingest / propose / project / review` | **Generic** | These six are the actual elicitation routine vocabulary. | +| Skill move `map` | **Brunch-specific** | Graph vocabulary/routing/persistence. | +| Skill move `tutorial` | **Brunch-specific** | Product walkthrough of Brunch itself. | +| `elicit` topology-driven question ranking table | **Generalize-with-changes** | The *shape* — structural signal in the target ⇒ question shape — is generic; every row names graph kinds (`assumption`, `witness` path, `criterion`, `exclusion`). Kernel: targets supply their own signal→question-shape table. | +| Readiness bands as "concentric concern envelopes, not workflow stages" | **Generalize-with-changes** | **[J]** Excellent dialogue policy ("absence matters *later*, capture is never illegal earlier"); the band vocabulary is brunch's. | +| Prompt-injected skill manifest (`` with absolute paths, "do not infer additional skills") | **Generic** | `skills/registry.ts` `renderBrunchSkills`. | +| `intent -> design -> verification -> scope -> build` handoff sequence, frontier/scope edge directions, `PROJECT_EXECUTION_HARNESS_TITLE` verify-recipe block | **Brunch-specific** | `prompts/elicitor.md`; `compose-live-prompt.ts` `renderProjectExecutionHarnessGuidance`. | + +## 3. Strain marks + +**Legacy-kept-for-reads.** `present-question.ts` and `request-response.ts` survive as projections with no registered tool (`exchanges/TOPOLOGY.md:22`; `.pi/.../TOPOLOGY.md:81-84`). `shared.ts` literally names the residue: `STRUCTURED_EXCHANGE_TERMINAL_NAMES = { current: 'ask', legacyRequestPrefix: 'request_' }`. The tool topology collapsed from `present_question → request_response` to `ask`, but the *detail* vocabulary could not follow because capture/sweep readers were written against it. + +**Same detail kind, two meanings.** `request_review` closes both review-set and digest, so `projectRequestReview` demands a `ReviewPresentTool` discriminator from callers (`projections/request-response/review.ts`). Receipts are required for review-set approval and *strictly rejected* on every digest branch (`schemas/TOPOLOGY.md:~325`). **[J]** Two different transactions wearing one name — a merge that shouldn't have happened. + +**A retracted merge.** Digest acceptance *was* a review decision and was pulled back out: "digest acceptance is no longer a review decision" (`exchanges/TOPOLOGY.md:27`), with `recovery.ts:31-36` retaining a `legacyReview` parse path for digests approved under the old model. + +**Doc/code drift on edge categories.** `schemas/TOPOLOGY.md:194` documents `dependency | proof | support | realization | boundary | composition | association | supersession`; the Zod in `present.ts:89-160` implements `dependency | witness | rationale | realization | refinement | exclusion | composition | cross_reference | supersession`. Four categories were renamed and the schema doc was not updated. + +**Retired axes.** D98-L retired strategy/lens/method as runtime or manifest state; A35-L records the retreat: the axis model "may still be useful as prompt-resource organization, but it is no longer trusted as user-changeable or transcript-backed runtime state" (`memory/SPEC.md:115`). The migration note in `skills/TOPOLOGY.md` maps seven old constructs onto activity homes and ends with a hard rule: *"if a skill is live, it appears in the first-level registry; if guidance is not there, it is not switchable product state."* Retired axes also left dead vocabulary behind — `lens` is still advertised in the review-set boundary schema (`schemas/TOPOLOGY.md:50`) and the elicitor prompt still says "plan-lens review set". + +**Loud failure modes.** Only two `throw`s in the whole exchange surface, both about authority: `'Review-set approval must route through shared settlement'` (`ask/continuation.ts:527`) and `'parsed ask parameters do not describe a runtime variant'` (`ask.ts:748`). Everything user-facing degrades to an `unavailable` terminal with a message instead (`continuation.ts:222` — a missing continuation declaration is an error string, not a crash). Params failures return bounded `TOOL_INPUT_INVALID` tool results with no human-visible transcript line. + +**Where validation lives (revised once).** D105-L: validate at trust boundaries — LLM params, RPC input, editor replies, transcript read-back — *not* inside constructors, which "do not parse objects [they] just built." D108-L consolidated the whole contract out of two prior homes (`src/.pi/extensions/exchanges/schemas/` and `src/projections/exchanges/`) into `src/exchanges/`. + +**Lessons [J].** (a) Wire vocabulary outlives tool names — version the *detail* schema independently of the tool registry from day one, or every tool rename leaves a fossil. (b) Do not merge two interaction forms because their outcomes look alike; brunch merged digest into review and had to un-merge it while keeping a legacy read path. (c) An enumerated `prev/curr/next` chain across N forms is O(N²) maintenance for a link that could be one parent pointer. (d) The `settlement: advisory|settled` retrofit (D27-L, FE-1187) shows that *strength of assertion* is a first-class field, not a later annotation. + +## 4. Elicitor control model + +Three controls, three owners, three lifetimes (`runtime/elicitor/TOPOLOGY.md`, "Control ownership"): + +- **Spec posture** (`kind`/`origin`/`relatesToSpecId`) — owned by the persisted product row, spec lifetime. Session establishment decides *whether to ask*, not what the fact is; the live context renderer "cannot establish or overwrite it." Enforced in code: `context.ts:14-19` comments that `workspace.posture` is a *workspace* stub, "not D118-L spec posture." +- **Elicitation style** (`interrogate|disambiguate|propose`) — last valid `brunch.elicitation_style` entry on the active branch, session lifetime across kicks. The prompt adapter "projects it into the live elicitor control block without changing capability or authority." +- **Asking agenda** — *has no state field at all*. Turn lifetime, "reconsidered from current conversation and on-demand reads." Origination supplies neutral graph facts once; the prompt directs `establish orientation` then `focus a vein`. + +The closing rule is the sharp part: **"Formatting is not authority: shared text helpers may render facts, but spec posture cannot satisfy style, style cannot persist or gate an agenda, and the prompt cannot establish product posture."** + +The conduct itself lives in `prompts/elicitor.md`: a new session "starts from graph facts and an empty or inherited elicitation scratchpad, **never a scored or ranked agenda**"; establish orientation, then "pick one concrete thread worth pursuing this session and let the scratchpad track obligations you notice along the way, rather than trying to cover every absence at once." Scratchpad obligations are private working state — "do not disclose even a summary… unless the user explicitly asks." + +**Judgment [J].** *Generic dialogue policy:* the three-way separation of persisted-fact / session-style / turn-agenda; the refusal to persist an agenda (D101-L retired the persisted spec-scoped register in favour of a session scratchpad — `memory/SPEC.md:180`); "one vein, not full coverage"; private-by-default working state; the three style values; "formatting is not authority." *Product policy:* that spec posture is the persisted axis at all; the specific graph facts constituting orientation; the `intent→design→verification→scope→build` sequence and execution-harness verify-recipe block; the `mutate_graph`/`read_graph` tool allowlist. **[J]** The most under-appreciated design move is the *negative* one — an agenda deliberately has no storage, so it cannot go stale, cannot be gamed, and cannot become a scoring engine the prompt defers to instead of reading the conversation. + +## 5. Design lessons for a greenfield questioning-UX contract + +**Inherit** + +1. **Declared continuations.** The offer names its own terminal in its result; the collector fills body/options from that declaration and rejects model-authored payload on a continuing call. This is the mechanism that makes offer→answer non-forgeable. +2. **Property-presence outcome union with three arms** — answered / cancelled / unavailable — plus the recovery rule that *only answered closes an exchange* (`recovery.ts:78-81`). Cancel must leave the offer resumable, and the user-facing hint must stay honest after a cancel. +3. **One terminal tool, several shapes.** Not one collect-tool per question type. Params-level cross-field refinement decides the shape; the runtime asserts the parsed params "describe a runtime variant" and throws if not. +4. **Self-contained terminals.** Echo the question, the options, and the sub-prompts into the answer detail so a transcript reader never needs the present. +5. **`comment` vs `message`** — never let user text and system text share a field. +6. **Boundary-teaching schemas.** Advertise the nested shape shallowly for model legibility; keep the deep requiredness contract in one validator the target owns. +7. **Agenda as derived state, not stored state**, with a private, non-authoritative scratchpad for "noticed but not asked." +8. **Version and hash load-bearing prompt paragraphs.** `LIVE_ELICITOR_DIRECTIVES` pins one directive by sha256, validates its stable opening sentence, and supports dev-only ablation — prompt text as a testable artifact. +9. **Separate "react to this" from "accept this."** Digest feedback and digest acceptance are different exchanges for a reason brunch learned by reverting the merge. +10. **Approval-commits, with the target's receipt in the terminal.** Never leave "approved" and "committed" as two states the model can straddle — the settlement runs before the terminal is appended. + +**Avoid** + +11. **Enumerated `prev/curr/next` tool-meta unions.** Use one parent link and one form tag. +12. **Product judgment baked into required schema fields** — the six-field `user_rubric` and the four-axis `meta_rubric` (documented as "a soft heuristic… not architecturally enforced" yet schema-required). Rubrics belong to the target, declared per call. +13. **Rendering constraints leaking into validation** — the option-id regex exists because ids round-trip through an HTML comment. Encode ids opaquely. +14. **One detail kind for two transactions.** `request_review` forces every caller to hand-carry a discriminator and forks receipt rules downstream. +15. **Tool names as the versioning unit.** Brunch's wire vocabulary froze independently of its tool registry; plan for that from the start rather than maintaining `legacyRequestPrefix` and a parallel unregistered projection tree. + +**Key paths:** `../brunch/src/exchanges/{TOPOLOGY.md,recovery.ts,editor-envelope.ts,text.ts}`, `../brunch/src/exchanges/schemas/{TOPOLOGY.md,shared.ts,present.ts,request.ts,params.ts,questionnaire.ts,capture.ts,editor.ts}`, `../brunch/src/exchanges/projections/`, `../brunch/src/.pi/extensions/exchanges/{TOPOLOGY.md,ask.ts,ask/continuation.ts,index.ts}`, `../brunch/src/agents/runtime/elicitor/{TOPOLOGY.md,active-tools.ts,compose-live-prompt.ts,context.ts}`, `../brunch/src/agents/prompts/elicitor.md`, `../brunch/src/agents/skills/{TOPOLOGY.md,registry.ts,elicit/SKILL.md,propose/SKILL.md}`, `../brunch/src/session/elicitation-style.ts`, `../brunch/memory/SPEC.md`. diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/04-contract-decomposition.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/04-contract-decomposition.md new file mode 100644 index 00000000000..6d234c5ed6e --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/04-contract-decomposition.md @@ -0,0 +1,84 @@ +# Contract decomposition: kernel / host / plugin / pack boundary + +Type: grilling +Status: resolved +Resolved: 2026-08-06 +Blocked by: 01, 03 (both resolved) + +## Question + +What exactly does the kernel own (mechanism + orchestration), what does the host supply (input shapes and pathways, deploy target), and what do plugins define (target policy) — and does the four-contract + pack decomposition (ElicitationPack: concept/observation/completion; ProjectionPack: projection) survive contact with the Flue facts and the brunch audit? + +Sub-questions this grilling must close: + +- Are the A-axis (semantic target) and B-axis (representation target) genuinely separately swappable in our first milestone, or bundled per plugin? +- Where does the evidence-preserving IR / claim graph live, and how thin is its common core? +- Persistence: does the plugin-owned-persistence hypothesis hold, or does the host (deploy target) own it with plugins declaring shape? What state must the kernel externalize (session, transcript refs, artifact-in-progress, episteme ledger)? +- Where is control inverted: typed issues as backpressure (projector → elicitation controller) — is that the only inversion, or do observation lenses invert too? +- The policy-vs-mechanism rule: enumerate what would otherwise become the central `switch` and check each is on the plugin side. + +Primary input: docs/inbox/agentic-elicitation-challenges-2026-08-06T10-02-41Z.md + +Named input from the portfolio decision (issue 07): **behavioral over procedural** — agents do better with behavioral guidance than procedural scripts, and with clear shapes/patterns to fill rather than schemas that require extensive parsing to build a model of the output shape. Brunch's unsolved problem — specifying how an elicitation process should work plus skill material to guide an agent through it, without over-proceduralizing — is a core stress test for the pack contract. The decomposition must say what a pack *feels like* to the agent consuming it, not only what it validates. + +Concrete test cases for every boundary claim (from issue 07): how would `elicit-gherkin` do this vs. `elicit-proof-obligations`? The spec mandates both packs are authored before the pack interface freezes. + +## Answer + +> Resolved by HITL grilling, 2026-08-06 (four rounds, including an evidence pass over `~/Clones/mattpocock/skills` + `../brunch/docs/design/BEHAVIORAL_KERNELS.md`, and integration of [agentic-elicitation-criteria](../../docs/inbox/agentic-elicitation-criteria-2026-08-06T14-11-18Z.md), the second inbox doc). + +### Ownership table + +| | Owns | +|---|---| +| **Kernel** *(mechanism + orchestration)* | The conversation loop, agent-forward (agent judgment at the helm) · the questioning-UX contract (issue 05's subject) · the **capture envelope** (below) around opaque plugin payloads · the **typed issue queue** (vocabulary, storage, factual attributes; the only stored agenda-like state; also where conflict/equivalence live) · the private scratchpad · the **turn-suspension protocol** (Flue has no ask-primitive; the kernel owns one) · operation *signatures* (`observe/reconcile/project/validate`) with snapshot-in/deltas-out calling convention, validation, and application of returned deltas · completion evaluation (running plugin-declared criteria) · pack loading, progressive disclosure, kernel-card activation · capture-id minting · the **storage port** definition | +| **Host** *(embedding + affordances)* | Input surfaces and pathways (TUI / web / chat channel / Petrinaut later) · verified respondent identity · deploy target · **storage port implementation** · artifact delivery (repo write, API, post) · model/provider via the Pi family | +| **Plugin** *(target policy)* | Its **own IR payload structure** — graph, flat list, whatever fits; shared between its packs, never universal; namespaced concepts · **ElicitationPack**: kernel cards (Detects / Goal / contrastive Questions / Artifacts), completion contract, clarification hints · **ProjectionPack(s)**: `project` + `validate` (required), `reconcile` (optional), output contract, annotated shapes, **typed loss reports**, lossiness policy · artifact persistence *shape* · domain vocabulary | + +### The capture envelope (the hourglass waist) + +Kernel-defined, domain-free — semantically rich, structurally minimal: + +- `id` (kernel-minted), evidence spans (utterance provenance, phrase-level where possible) +- **Epistemic status** enum, distinct from confidence: `explicit | inferred | tentative | defaulted | external-lookup` +- Confidence (qualitative), status: `active | superseded | retracted`, one `supersedes` link +- **Absence states** as first-class capture values: `not-mentioned | unknown-to-user | not-yet-decided | not-applicable | explicitly-absent | declined | deferred` +- **Alternatives** grouping: >1 live interpretation of the same evidence may coexist until resolved +- Opaque, plugin-typed payload. **No kernel edges, no graph, no kind taxonomy** — structure is payload business. Conflict (`conflicting`) and equivalence (`possibly-equivalent`) are **typed issues referencing capture ids**, not edges; resolution must be an explicit event (supersession or recorded decision) — "no silent conflict resolution." + +### Operations + +- **Required**: `project` (captures → draft artifact **+ typed loss report**: `mapped-exactly / normalized / approximate / collapsed / omitted / defaulted / unrepresentable`) and `validate` (→ typed issues). +- **Optional**: `reconcile` (dedup/merge over the plugin's own structure); kernel calls it when present. +- **Agent-native**: `observe` — noticing is the agent's work guided by pack kernel cards; code-level extractors are an optimization, never the required path. +- **Calling convention**: plugin ops receive an **immutable state snapshot**, return observations/issues/deltas; the kernel validates and applies. Buys atomic plugin failure, semantically idempotent retries (a retry never counts as a second user assertion), and tracing. +- **Backpressure**: validators and projectors never address the user; they return typed issues the agent consumes. + +### Dialogue policy + +Behavioral guidance + factual issue queue. **Facts computed, weights judged**: the kernel computes issue facts (blocks-required-criterion, origin semantic|representational, can_default); the agent weighs them qualitatively. The inbox doc's priority formula is adopted as *prose the agent thinks with*, never as a computed score — computed-priority dimensions are judgments wearing metric costumes, and a stored ranking becomes an authority the agent defers to instead of reading the conversation (brunch's no-stored-agenda lesson). + +### Cross-cutting decisions + +1. **No universal IR** — the kernel's slice is the envelope; structure is plugin-unique. Typed-entity-graph maximalism explicitly not adopted; a graph remains any plugin's private choice (including a future brunch-target plugin). +2. **Smallest-honest-plugin test** — a flat record list + one validator must suffice; every kernel-contract addition is checked against the bar it raises. Empirical form: the black-box authoring test. +3. **Axes separated in contract, bundled in shipping** — one ElicitationPack + N ProjectionPacks per plugin sharing the plugin's IR; swappability proven by reprojection. +4. **Principle v2 (ratified, replaces "behavioral over procedural")**: *procedure for mechanism, anchors for judgment, shapes for output*. Evidence: the mattpocock skills are full of procedure that works because it is short, carried by leading words (pretrained concepts recruited deliberately), ends on checkable completion criteria, and rides on shapes/templates with progressive disclosure. Failure modes to design against: sprawl, negation-steering, no-ops, judgment-encoded-as-procedure — not procedure itself. `writing-for-agents` is the cited pack-authoring standard. +5. **Kernel cards** (from BEHAVIORAL_KERNELS.md) are the unit of ElicitationPack content: Detects (signal-phrase activation) / Goal / contrastive Question patterns / Artifacts (typed claims emitted) / validator hooks. The fifteen-kernel ontology itself stays brunch prior art; packs declare their own kernels. Contrastive classification over open-ended essays. +6. **Pack physical form**: kernel cards + annotated shapes + deterministic validators + small wire schemas (boundary-teaching: shallow for model legibility, deep requiredness in validators) + completion contract as checkable bounds. + +### Acceptance material adopted into the spec (from the criteria doc) + +- The **five proof obligations** as contract acceptance criteria: independent variability, semantic conservation, explicit transformation, controlled elicitation, local implementation. +- The **ten kernel invariants** (§9) as kernel-enforced test properties (no unsupported value without provenance; no silent conflict resolution; no silent projection loss; corrections don't erase history; retries idempotent; target issues namespaced; plugin failures atomic; equivalent state → equivalent projection; unknown ≠ false; explicit ≠ inferred/defaulted). +- Gating tests: **reprojection/projector substitution**, **minimal pairs** ("the budget is / might be €20,000"), **black-box authoring test** (count concepts, boilerplate, escape hatches). +- Named smells as review vocabulary: opaque payload waist, giant context bag, schema-shaped questioning, null collapse, silent coercion/loss, correction-as-duplication, hidden target leakage. + +### Deferred to fog (post-milestone) + +Simultaneous multi-plugin composition · plugin removal · full replay · capability negotiation · version/migration machinery (the spec names the five version axes — API contract / plugin impl / concept-schema / target-schema / persisted state — implements nothing). + +### Routed onward + +- §4 SDK-machinery list (evidence anchoring, issue construction, fixtures, **local simulation harness** — "debugging should not require reading an entire agent transcript") → issue 06 (Shipping shape). +- Envelope + absence states + turn-suspension → issue 05 (Questioning-UX contract). diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/05-questioning-ux-contract.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/05-questioning-ux-contract.md new file mode 100644 index 00000000000..fc4bb7447a1 --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/05-questioning-ux-contract.md @@ -0,0 +1,20 @@ +# Questioning-UX contract + +Type: grilling +Status: open +Blocked by: 03 + +## Question + +What is the kernel's generic questioning-UX contract — the successor to brunch's `ask` / `present_*` / `request_*` exchange family — critiqued rather than copied? + +Sub-questions: + +- Which of brunch's exchange forms earn a place in the generic contract, which generalize with changes, which are brunch-specific and stay behind? +- What does the "one high-value question over several low-value questions" dialogue policy need from the UX contract (question budgets, visible current interpretation, distinguish not-mentioned/no/unknown/N-A)? +- How do typed issues (missing/ambiguous/conflicting/invalid/unsupported/unmapped/low-confidence) render as user-facing exchanges? +- What must the contract leave to the host surface (TUI vs. web vs. chat channel) vs. fix in the kernel? + +Input from Contract decomposition (issue 04): the exchange contract must carry the envelope's conversation-level semantics — **absence states** (`unknown-to-user | declined | deferred | not-applicable`… as answer outcomes, not null), **alternatives** (letting more than one interpretation stay live through an exchange), and conflict-resolution exchanges (an explicit resolution event for a `conflicting` issue). Dialogue policy is behavioral guidance + factual issue queue — the UX contract renders issues to the agent, never scores them. + +Note from the Flue deep-read (issue 01): Flue has **no first-class ask-the-user primitive** — the kernel must own a turn-suspension protocol (`terminate: true` tool + pending question in persistent state + structured data part; the answer arrives as a fresh dispatch). The UX contract should be designed with that as the remote rendering path (`useDataWriter` / `dynamic-tool` output parts), alongside richer local surfaces. diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/06-shipping-shape.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/06-shipping-shape.md new file mode 100644 index 00000000000..23e2fa207b6 --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/06-shipping-shape.md @@ -0,0 +1,18 @@ +# Shipping shape: kernel library vs. Flue agent + +Type: grilling +Status: open +Blocked by: 01, 04 + +## Question + +What does the carve-out physically ship as — a kernel library that a thin Flue agent (and later Petrinaut/web/brunch hosts) embeds, or a Flue agent as the product itself — and what is the viable/ideal package structure? + +Sub-questions: + +- Given the Flue deep-read: is library-embedded-in-agent natural in Flue, or fighting the framework? +- What does each option cost the Petrinaut-UI and web-UI futures? +- Package topology: one package or kernel + packs as separate packages? Where do dev targets (elicit-gherkin, elicit-lean) live? +- What is the local dev loop (run against both targets) vs. the remote deploy story? + +Input from Contract decomposition (issue 04): the plugin **SDK surface** is part of the shipping shape — standard machinery for evidence anchoring, claim identity, issue construction, schema validation, retries, idempotency, state-delta application, tracing, test fixtures, and a **local simulation harness** (fixture-driven pack testing: conversation in → expected claims/issues/projections out; "debugging should not require reading an entire agent transcript"). The black-box authoring test and change-surface metric are the acceptance bar. diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/07-dev-target-portfolio.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/07-dev-target-portfolio.md new file mode 100644 index 00000000000..6a9ae54bc0e --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/07-dev-target-portfolio.md @@ -0,0 +1,32 @@ +# Dev-target portfolio confirmation + +Type: grilling +Status: resolved +Resolved: 2026-08-06 +Blocked by: 02 + +## Question + +Confirm the first milestone's two live dev targets. The zil-lean survey resolved the shape of the second: full elicit-lean is **not** dev-sized (writing Lean statements from intent is the deep-expertise step), but the **elicit-proof-obligations** slice is — capture an assumption/lemma/theorem/guarantee dependency graph with criticality and evidence refs, validated by acyclicity + Datalog closure (no Lean statements, no proofs), per the ElicitationPack/ProjectionPack sketches in the survey answer. The survey judges it a *better* second target than BPMN on both pack axes; BPMN stays third. + +Proposed portfolio to confirm: **elicit-gherkin** (tracer) + **elicit-proof-obligations** (second, forces the pack swap and the evidence-graded IR). + +## Answer + +> Resolved by HITL grilling, 2026-08-06. + +**Portfolio confirmed**: `elicit-gherkin` + `elicit-proof-obligations` are the first milestone's two live dev targets; `elicit-BPMN/process-mining` is named third; full elicit-lean is deferred (writing Lean statements from intent is the deep-expertise step zil-lean itself never attempts). + +**Order — hybrid, addressing the real risk at the design layer**: the spec mandates that **both packs are authored before the pack interface freezes** (design against both simultaneously, on paper — the "two targets on each axis from the beginning" rule), while **elicit-gherkin wires end-to-end first** as the cheap mechanism proof, with elicit-proof-obligations immediately after. Rationale: the user's identified risk — brunch failed to find a scalable, modular way to specify an elicitation process plus guiding skill material without over-proceduralizing — lives in interface design, not wiring order. The trivial target must not freeze the pack contract before the hard target has stressed it. + +**Design principle surfaced (routed to Contract decomposition as a named input)**: agents do better with *behavioral* guidance than procedural, and with *clear shapes/patterns to fill* rather than schemas that require extensive parsing to build a model of the output shape. Packs are shapes-to-fill plus behavioral guidance — not procedural scripts, not parse-heavy schemas. + +**Proof-obligations output format**: steal the ideas, own the format. Adopt zil-lean's load-bearing vocabulary (evidence-graded assurance lattice with prohibited promotions; PROVED/CONDITIONAL/WEAK/BROKEN status ladder; acyclicity + Datalog-closure validation) in our own claim-DAG serialization, **hewing to whatever existing canon fits** — Dafny's `requires/ensures/invariant` contract vocabulary is the leading candidate; Geolog (ARIA program, axioms addressed via Datalog-like queries) is plausibly adjacent. Grounding this is the new **Formal-verification canon survey** ticket (09), which blocks Assemble-the-spec so the milestone lands canon-grounded. `.zc` export is someday-maybe; no dependency on the unproven zil-lean repo. + +**Gherkin validator depth (milestone one)**: parse validity + optional **pack-declared step-lexicon** binding check. The apparent codebase coupling dissolves: a step lexicon carried as pack policy needs no external project; only live-codebase step binding defers, named as the target's growth path. + +Sub-questions: + +- Do the two chosen targets differ materially on *both* pack axes (semantic + representation)? +- What is each target's smallest honest output contract for milestone one? +- Which target is the tracer (built first) and which trails to force the second-pack swap? diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/08-assemble-the-spec.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/08-assemble-the-spec.md new file mode 100644 index 00000000000..05d9517eee0 --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/08-assemble-the-spec.md @@ -0,0 +1,9 @@ +# Assemble the spec + +Type: task +Status: open +Blocked by: 04, 05, 06, 07, 09 + +## Question + +Assemble the destination spec from the resolved decisions: architecture + contract decomposition + questioning-UX contract + shipping shape + first milestone against the confirmed dev-target portfolio. Non-goals (harness-agnosticism) and the elicitor→executor seam named explicitly. This is the map's terminal deliverable; resolving it ends the effort. diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/09-formal-verification-canon-survey.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/09-formal-verification-canon-survey.md new file mode 100644 index 00000000000..837aebdd11f --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/09-formal-verification-canon-survey.md @@ -0,0 +1,133 @@ +# Formal-verification canon survey + +Type: research +Status: resolved +Resolved: 2026-08-06 + +## Question + +What existing canon should the `elicit-proof-obligations` output contract hew to, and — written didactically, for a reader new to formal verification — what does a verification workflow *actually do*: what are its artifacts, what is one trying to produce, where does the human effort go? + +Specifically: + +- **Dafny's contract vocabulary** (`requires` / `ensures` / `invariant` / `decreases`, pre/postconditions, loop invariants): how practitioners actually express obligations, and how much of that vocabulary transfers to a language-agnostic claim DAG +- **Proof-obligation workflow 101**: in Dafny/Lean/TLA+-style work, what is the day-to-day loop (state → obligation → discharge/failure → refine)? What does "an obligation" look like as an artifact? What roles do assumptions/axioms play? +- **Geolog / ARIA relevance**: what is Geolog (ARIA program context — axiom sets ostensibly addressed via Datalog-like queries), and does its shape align with our acyclicity + Datalog-closure validator design? +- **Recommendation**: what our claim-DAG format should align to — which canon's vocabulary, which parts to adopt vs. leave, and what the smallest canonical-feeling output contract for milestone one looks like + +Context: the portfolio decision (issue 07) adopted zil-lean's *ideas* (assurance lattice, PROVED/CONDITIONAL/WEAK/BROKEN ladder, Datalog-closure validation) but rejected its format as unproven; the output contract should feel native to people who do this work. + +## Answer + +> Resolved by `/research` subagent, 2026-08-06. + +# Formal-Verification Canon Survey — for the `elicit-proof-obligations` target + +## 1. Proof-obligation workflow 101 + +**The daily loop (Dafny-style, most concrete of the three).** You write code *and* annotations in the same file. You hit save. The verifier translates your program into a pile of logical formulas called **verification conditions (VCs)** and asks an automated prover whether each is valid. Dafny specifically "verif[ies] that the program meets its specifications, by translating the program to verification conditions and checking those with Boogie and an SMT solver, typically Z3" ([Dafny Reference Manual §13.1](https://dafny.org/latest/DafnyRef/DafnyRef)). Green = discharged. Red = an assertion the solver could not prove. You then edit *the annotations, not usually the code*, and re-run. Loop time is seconds-to-minutes; Midspiral reports "proofs often take more than 10 minutes to run" on real domains ([midspiral.com](https://midspiral.com/blog/from-intent-to-proof-dafny-verification-for-web-apps/)). + +**What a proof obligation *is*.** It is machine-generated, not human-authored. The human writes *contracts*; the tool derives obligations from them. Worked micro-example: + +```dafny +method Decrement(n: int) returns (m: int) + requires n > 0 // precondition — caller must establish + ensures m == n - 1 // postcondition — callee must establish + ensures m >= 0 +{ m := n - 1; } +``` + +From those three lines the verifier generates roughly: (a) *assuming* `n > 0` and the body's effect, prove `m == n-1`; (b) same, prove `m >= 0`; (c) at every call site of `Decrement`, prove `n > 0` holds there. Add a loop and you get more: the invariant holds on entry, is preserved by one iteration, and (with the negated guard) implies what follows — "The `invariant` clause is effectively a precondition and it along with the negation of the loop test condition provides the postcondition. The `decreases` clause is used to prove termination" (Dafny RM §7.6). Termination needs the `decreases` expression to both *decrease* and be *bounded below* ([Dafny tutorial, Termination](https://dafny.org/dafny/OnlineTutorial/guide)). + +**"Discharging"** = the prover established that VC. Nobody hand-writes it. **On failure there are exactly two diagnoses** and telling them apart is the actual skill: "there are two main causes for Dafny verification errors: specifications that are inconsistent with the code, and situations where it is not 'clever' enough to prove the required properties" (Dafny tutorial). Failure gives you an error at a source location, optionally a counterexample — which Dafny explicitly downgrades to a hint: "Dafny cannot guarantee that the counterexample it reports provably violates the assertion... should be inspected manually and treated as a hint" (RM §13.7.1). + +**Where human effort goes.** Not into proofs — into *specs, invariants, and hints*. Concretely: strengthening a loop invariant; adding a `lemma` ("a lemma states a logical fact, summarizing an inference that the verifier cannot do on its own," RM §6.3.3); hiding irrelevant facts so the solver focuses ("sometimes less information is better for the solver," RM §8.20.2). Midspiral's numbers make the shape vivid: same kernel, "counter domain (~50 lines of proofs) and the Kanban domain (~1,400 lines of proofs)." + +**Durable vs. ephemeral artifacts.** Durable: the specification (contracts, invariants), the lemma corpus, and — critically — **the ledger of things assumed rather than proved**. Ephemeral: SMT queries, counterexamples, timings, proof-search traces. And the canon is explicit that the durable spec is the weak point: "Proofs guarantee that the implementation satisfies the specification. They don't guarantee that the specification is what you actually wanted... The human still owns the spec" (Midspiral, *Methodology Limitations*). That sentence is the entire justification for your product. + +## 2. Dafny's contract vocabulary — what transfers + +| Keyword | Meaning | Transfers to a claim DAG about an arbitrary system? | +|---|---|---| +| `requires` | precondition, obligation on the *caller* | **Yes** — the canonical name for "this claim's premise / what must hold for my guarantee to mean anything" | +| `ensures` | postcondition, obligation on the *callee* | **Yes** — canonical for "guarantee" | +| `invariant` | property preserved across steps | **Yes** — reads naturally as a system-level always-true claim | +| `decreases` | termination measure | **Partial** — as a *well-foundedness witness* it's the honest canonical way to license a cycle; otherwise program-bound | +| `modifies` / `reads` | frame conditions | **No** — "framing only applies to the heap, or memory accessed through references" (RM §7.1.4). Inherently program text. | +| `assert` | prove this here | **Yes** — an obligation you accept | +| `assume` | take this on faith | **Yes** — this *is* your "assumption with review status" | +| ghost state | spec-only variables, erased at compile | **No** — an artifact of having a compiler | +| `lemma` | named reusable inference step | **Yes** — maps directly to your lemma record | + +The single most transferable thing in the Dafny ecosystem is not a keyword: it is **`dafny audit`**, which "reports issues in the Dafny code that might limit the soundness claims of verification" and flags declarations marked `{:axiom}`, `{:verify false}`, `{:extern}` with contracts, any `assume` in a body, and `decreases *` — because "the key purpose of the `audit` command is to ensure that all assumptions are intentional and acknowledged" (RM §13.6.1.8). It emits a **Markdown table**. That is, near-verbatim, the output artifact you are building. Adopt its framing. + +## 3. Adjacent canons + +**TLA+.** Obligation-like artifact: an *invariant* or *temporal property* checked against a state machine. Two tools, two epistemics. TLC does bounded exhaustive search: it "builds a finite state model... performs a breadth-first search... If TLC discovers a state which violates a system invariant, it halts and provides a state trace path" ([Wikipedia](https://en.wikipedia.org/wiki/TLA%2B)). TLAPS does real proof: proofs are "transformed into individual obligations which are sent to back-end provers" (Isabelle, Zenon, Z3), and are "hierarchically structured, easing refactoring and enabling non-linear development: work can begin on later steps before all prior steps are verified." **Fit: strong on structure** — hierarchical, obligation-per-step, partial completion is normal — but the vocabulary (`Init`, `Next`, `[]`, fairness) presumes a state machine you don't have. + +**Lean / Isabelle.** Artifacts: `definition` / `lemma` / `theorem`, organized in namespaces, with `axiom` a first-class declaration kind ([Lean Language Reference §8](https://lean-lang.org/doc/reference/latest/)). The culture-critical mechanism is **`sorry`-tracking**: a proof left incomplete still typechecks but taints the result, and `#print axioms` reveals the taint. **Fit: excellent for your lemma/theorem/assumption trichotomy and for the CONDITIONAL rung** — "proved, but modulo these named holes" is native theorem-prover thinking. + +**Alloy.** Vocabulary: `sig` (signatures define vocabulary), `fact` (always-true constraints), `pred`, `fun`, `assert` — checked by a SAT-based model finder within a bounded scope ([Wikipedia](https://en.wikipedia.org/wiki/Alloy_(specification_language))). "Lightweight formal methods": finds counterexamples, never proves. **Fit: weaker on vocabulary, but philosophically closest to milestone one** — you too are doing a cheap, bounded, always-terminating check that surfaces defects rather than certifying correctness. Borrow the *stance*, not the nouns. + +**GSN (assurance cases).** Six core element types: **Goal** (a claim), **Strategy** (the nature of the inference from a goal to its sub-goals), **Solution** (a reference to evidence), **Context**, **Assumption**, **Justification** (rationale). Two link types: **SupportedBy** (inferential or evidential) and **InContextOf** (relating Context/Assumption/Justification to Goals and Strategies). Goals and Strategies may be marked **Undeveloped** — "a line of argument has not been developed yet." Large arguments modularize via **away goals** ([GSN Community Standard v1, FAA-hosted PDF](https://www.faa.gov/about/office_org/headquarters_offices/ang/redac/redac-sas-201503-gsn-community-standard-v1.pdf); [SCSC GSN](https://scsc.uk/gsn); GSN liaises with OMG's [SACM](https://www.omg.org/spec/SACM/)). **Fit: best of the four for interviewed claims about an arbitrary system.** It was designed for exactly your situation — a human argues that a system is adequate, with heterogeneous evidence, in a graph, where "not yet argued" is a legitimate node state. + +## 4. Geolog / ARIA — negative result, stated plainly + +**No ARIA / Safeguarded AI / davidad artifact named "Geolog" could be found.** Searches across `geolog + davidad`, `geolog + Safeguarded AI`, `geolog + Datalog + verification kernel`, and GitHub returned nothing. The ARIA [Programme Thesis v2](https://aria.org.uk/media/ikrkutfk/safeguarded-ai-programme-thesis-v2.pdf) is an image-heavy PDF whose text could not be extracted; the [funded projects page](https://aria.org.uk/opportunity-spaces/mathematics-for-safe-ai/safeguarded-ai/funded-projects) and the [TA1.1 Theory call](https://aria.org.uk/media/tfkjkjxy/aria-safeguarded-ai-ta11-theory-call-for-proposals.pdf) describe "computationally practicable mathematical representations and formal semantics" without naming a logic. **Do not build on a claim that ARIA ships something called Geolog.** + +**What "Geolog" actually names in the literature** (documented): a logic-programming language for **coherent logic**, the language whose queries Skolem machines compute (Fisher & Bezem, *Skolem Machines*; Bezem & Coquand, *Automating Coherent Logic*). Coherent logic is "a restriction of first-order logic due to Skolem that is proof-theoretically tractable"; geometric logic is its infinitary generalisation, with axioms written as sequents built from `⊤, ∧, ⊥, ⋁, ∃, =`, and models "preserved and reflected by geometric morphisms" ([Wikipedia: Geometric logic](https://en.wikipedia.org/wiki/Geometric_logic); [nLab: geometric theory](https://ncatlab.org/nlab/show/geometric+logic)). There is a separate, unrelated *Geolog* for GIS/spatial Prolog ([arXiv:2109.08295](https://arxiv.org/abs/2109.08295)). + +**Does the shape align with acyclicity + Datalog closure?** Yes, and non-trivially. Coherent-logic provers are **forward-chaining fixpoint engines** — "the first automated theorem prover based on coherent logic, Euclid, was developed in Prolog and its inference system relied on a forward-chaining mechanism," computing "the fixpoint for a geometric configuration" ([Automating Coherent Logic, Springer](https://link.springer.com/chapter/10.1007/11591191_18); [A Deductive Database Approach to Automated Geometry Theorem Proving](https://link.springer.com/article/10.1023/A:1006171315513)). Datalog is precisely the ∃-free, ⋁-free fragment of that. **(Inference):** the validator is a Datalog restriction of a coherent-logic saturation engine, which is a genuinely canonical lineage you can cite — Geolog is the *right ancestor* to name, just not an ARIA one. Honest caveat: coherent logic in general is undecidable; Datalog is not. The restriction is what buys determinism. + +*(Adjacent, real, and possibly what was half-remembered: ARIA-adjacent work on **Kolm**, "an early-stage decentralized proof database designed to interoperate with Lean" — mentioned in [a davidad interview](https://www.cognitiverevolution.ai/alignment-with-awakening-davidad-on-moral-realism-ai-wisdom-why-his-p-doom-is-down-to-5/), with usable tools projected end of 2027. Single-source; treat as unconfirmed.)* + +## 5. RECOMMENDATION + +**Align to a GSN skeleton with Dafny nouns on the claim fields and Lean/Dafny-audit semantics on the status ladder.** GSN because it is the only canon designed for *argued* claims about a system by humans with mixed evidence; Dafny because `requires`/`ensures`/`invariant`/`lemma` are the words verification people reach for first and cost nothing to adopt; `dafny audit` because it is literally the deliverable. + +**Adopt:** GSN's Goal / Strategy / Solution / Assumption / Justification vocabulary and its two link types; Dafny's `requires`/`ensures`/`invariant`/`lemma`/`assumption`; Lean's `sorry`-taint semantics; `dafny audit`'s "list of intentional, acknowledged assumptions" as the primary output. +**Leave:** `modifies`/`reads` (heap-bound), ghost state, TLA+'s temporal operators, Alloy's `sig`/scope machinery. + +### Smallest canonical-feeling milestone-one contract + +**One record type, `Statement`, with a `kind` discriminant** (avoids five near-identical schemas): + +- `id`, `kind` ∈ {`goal`, `strategy`, `assumption`, `lemma`, `theorem`, `guarantee`, `constraint`, `evidence`, `justification`, `context`} +- `statement` — one natural-language sentence, indicative mood +- `owner`, `review_status` ∈ {`unreviewed`, `accepted`, `disputed`, `retired`} *(assumptions only; from `dafny audit`)* +- `criticality` ∈ {`catastrophic`, `major`, `minor`} — **note: this comes from safety engineering (DAL/SIL/ASIL), not from Dafny/Lean, which have no notion of it.** Source it there and say so. +- `evidence_refs[]`, `provenance` (transcript span), `developed: bool` (GSN Undeveloped) + +**Four edge kinds:** +1. `supports` (GSN SupportedBy — inferential; child → parent) +2. `evidenced_by` (GSN SupportedBy — evidential; claim → evidence) +3. `requires` (Dafny precondition; claim → premise it needs) +4. `in_context_of` (GSN InContextOf; claim → assumption/context/justification) + +Only `supports`, `evidenced_by`, `requires` are load-bearing for status. `in_context_of` is scoping. + +**Derived status, stratified:** +- **S0** `refuted(X)` if evidence marked contradicting; `open(X)` if `kind=assumption ∧ review_status ∈ {unreviewed, disputed}` +- **S1** `BROKEN(X)` if `refuted(X)` ∨ ∃ load-bearing child `BROKEN` *(pure positive recursion — closes first)* +- **S2** `WEAK(X)` if ¬BROKEN ∧ (`¬developed` ∨ (no `evidenced_by` ∧ no `supports`)) +- **S3** `CONDITIONAL(X)` if ¬BROKEN ∧ ¬WEAK ∧ ∃ transitively-reachable `open` assumption +- **S4** `PROVED(X)` if ¬BROKEN ∧ ¬WEAK ∧ ¬CONDITIONAL + +Negation only ever looks at a lower stratum — that is the stratification the validator must enforce, alongside acyclicity of the three load-bearing edge kinds. + +### Where canon conflicts with already-made decisions + +1. **The four-rung ladder is not canon; the audit list is.** Dafny and Lean are binary (verified / not) *plus an enumerated list of soundness caveats*. **Canon should win on emphasis:** make the per-claim status a derived UI label, and make the **assumption ledger** — every `open` assumption with its owner, review status, and which guarantees it taints — the headline artifact. Ship it as a Markdown table, like `dafny audit`. +2. **Acyclicity is stricter than canon.** Lean and Dafny permit mutual recursion licensed by a `decreases` measure. **The acyclicity decision should win for milestone one** — it makes validation trivially decidable and the failure message legible — but record it as a deliberate restriction and name `decreases` as the future escape hatch. That framing reads as informed rather than naive to a verification reader. +3. **GSN is deliberately *not* computed.** A GSN goal structure is a human argument; nobody derives a verdict from it mechanically. The Datalog closure must therefore be sold as a **well-formedness and taint-propagation check, not an assurance verdict.** Never let the UI say a claim is "proved" unqualified. Borrow Alloy's honest stance: this finds defects; it does not certify. +4. **"Proof obligation" is a term of art for a machine-generated VC.** We are eliciting *contracts and claims*, from which obligations would later be generated. Calling the output "proof obligations" will read as a category error to a Dafny user. **Prefer "obligation ledger," "claim structure," or "assurance argument."** + +## 6. Unreached sources + +- ARIA **Safeguarded AI Programme Thesis v1.2 / v2** — PDFs are image-based; no text extraction. Likely the single highest-value unread source for Q4. +- **GSN Community Standard v3 (SCSC-141C)** — download endpoint returns a redirect stub, not the PDF. GSN element definitions come from the FAA-hosted v1 plus secondary literature; v3 may have refined them. +- **Bezem & Coquand, *Automating Coherent Logic*** (ResearchGate HTTP 403) and **Fisher & Bezem, *Skolem Machines*** (Semantic Scholar, empty body) — the primary Geolog sources. Read via institutional access before citing Geolog's concrete syntax. +- **LessWrong: *Davidad's Provably Safe AI Architecture*** — HTTP 429 rate-limited. Worth a retry for Q4. +- **Alloy online tutorial** (HTML parser crash) and **alloytools day-course slides** (PDF) — Alloy detail rests on Wikipedia plus its citation of Jackson's *Software Abstractions*. +- **TLAPS project site** (`lamport.azurewebsites.net/tla/tlaps.html`, 404); TLAPS facts are from Wikipedia and the INRIA mirror. +- **Isabelle documentation** (fetch error) — Isabelle is covered only by analogy to Lean here. diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/map.md b/imports/brunch-agent/.scratch/elicitation-kernel/map.md new file mode 100644 index 00000000000..26e3e177abf --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/map.md @@ -0,0 +1,58 @@ +# Map: Elicitation Kernel — carve-out spec + +Label: wayfinder:map +Status: open +Created: 2026-08-06 + +## Destination + +A reviewable **spec** for a standalone architecture (working name **elicitation kernel**) that generalizes brunch's elicitor into agentic interviewing against pluggable elicitation targets, on the Pi-family substrate, deployable local and remote (Flue-shaped). The spec fixes: the shipping shape (kernel library vs. Flue agent); the kernel / host / plugin contract decomposition (leading hypothesis: the four-contract + pack model from the agentic-elicitation-challenges doc, with persistence plugin-owned in accord with deploy target); the questioning-UX contract (successor to brunch's structured exchanges, critiqued not copied); and a first milestone against two live dev targets (elicit-gherkin + elicit-lean/formal, BPMN named third). + +## Notes + +- Tracker: local markdown (`docs/agents/issue-tracker.md`); this map and `issues/` are canonical. Ticket `Status:` values: `open` / `claimed` / `resolved`. +- HITL tickets consult `/grilling` + `/domain-modeling`; research tickets resolve via `/research` subagents, AFK. +- Plan, don't do: tickets resolve decisions. The spec (ticket 08) is the map's only deliverable. +- Provisional lexicon (until `/domain-modeling` hardens it): **kernel** (generic mechanism + orchestration: IR/claim graph, reconciliation, dialogue policy machinery, questioning UX), **host** (embedding environment: input surfaces/pathways + deploy target — a Flue agent, later Petrinaut/web/brunch), **plugin** (target-defining policy, umbrella term), **pack** (the separately-swappable plugin units: ElicitationPack = concept/observation/completion contracts; ProjectionPack = projection contract), **target** (artifact family being elicited), **issue** (typed backpressure from projection/validation to the elicitation controller). +- Primary references: [docs/inbox/agentic-elicitation-challenges-2026-08-06T10-02-41Z.md](../../docs/inbox/agentic-elicitation-challenges-2026-08-06T10-02-41Z.md) (turn 1: four contracts, packs, IR) and [docs/inbox/agentic-elicitation-criteria-2026-08-06T14-11-18Z.md](../../docs/inbox/agentic-elicitation-criteria-2026-08-06T14-11-18Z.md) (turn 2: hourglass, proof obligations, invariants, smells, test matrix) +- Reference codebase (read-only): `../brunch` — esp. `src/agents/runtime/elicitor/`, `src/exchanges/`, `src/agents/skills/` +- External: [Flue docs](https://flueframework.com/docs/guide/why-flue/), [zil-lean](https://github.com/jagg-ix/zil-lean) + +### Charter decisions (pre-map grilling, 2026-08-06) + +- Destination artifact = a spec (not a decision-set alone, not a build) +- Elicitor-first: the elicitor is this map's spine +- Greenfield reimplementation; brunch is reference architecture, not shared code +- Fully decoupled from brunch's September MVP +- Pi-family substrate committed; harness-agnostic core is a named non-goal +- Brunch's exchange vocabulary is prior art to critique, not an incumbent to preserve +- Persistence plugin-owned (in accord with deploy target) is a hypothesis to test, not a decision +- Two live dev targets from day one (forces generalization on both pack axes); BPMN/process-mining named third +- "brunch-lite" is a temporary label; real name is fog +- **Principle v2** (ratified 2026-08-06, replaces "behavioral over procedural" after an evidence pass over `~/Clones/mattpocock/skills` and `../brunch/docs/design/BEHAVIORAL_KERNELS.md`): *procedure for mechanism, anchors for judgment, shapes for output*. Short step sequences with checkable completion criteria where order matters; leading words wherever judgment is required; annotated shapes for everything produced; reference disclosed progressively. Design against sprawl, negation-steering, no-ops, judgment-as-procedure — not against procedure itself. `writing-for-agents` is the pack-authoring standard; kernel cards (BEHAVIORAL_KERNELS.md) are the unit of elicitation guidance. + +## Decisions so far + + + +- [Contract decomposition](issues/04-contract-decomposition.md) — the load-bearing resolution: **agent-forward hybrid** (agent judgment owns the loop; deterministic mechanism as tools; typed-issue backpressure); **no universal IR** — the kernel owns only a domain-free **capture envelope** (evidence spans, epistemic-status enum, absence states, alternatives, one `supersedes` link) around opaque plugin payloads, no kernel edges or graph (conflicts/equivalence are typed issues, resolved only explicitly); operations tiered `project`+`validate` required / `reconcile` optional / `observe` agent-native, all snapshot-in/deltas-out with typed loss reports; **facts computed, weights judged** dialogue policy (no scoring engine); packs = kernel cards + shapes + validators + shallow schemas + completion contract; smallest-honest-plugin test; five proof obligations + ten kernel invariants + gating tests (reprojection, minimal pairs, black-box authoring) adopted as spec acceptance material; multi-plugin composition, removal, replay, capability negotiation, versioning deferred to fog. Full ownership table in the ticket. + +- [Flue architecture deep-read](issues/01-flue-architecture-deep-read.md) — embedding is Flue's grain: ship the kernel as a custom hook (`useElicitationKernel(plugin)`) + exportable `defineTool`s over a thin host-authored `'use agent'` module; Pi is exposed only at the provider layer (no path to Pi's loop/extensions — brunch-style Pi assumptions don't transfer); durability contract identical local/remote but storage/ownership differ; **no first-class ask-the-user primitive — the kernel must own its turn-suspension protocol** (`terminate: true` tool + persistent state + data part, answer arrives as fresh dispatch); constraints: Valibot at every schema boundary, stable-tool-set cache economics, subagents conversationally sterile, non-React hosts must build on `@flue/sdk`. +- [Formal-verification canon survey](issues/09-formal-verification-canon-survey.md) — align the second target to a **GSN skeleton** (Goal/Strategy/Solution/Assumption/Justification; the one canon built for argued claims about a system) with **Dafny nouns** (`requires`/`ensures`/`invariant`/`lemma`/`assume` transfer; `modifies`/ghost don't) and **Lean sorry-taint semantics**; the headline artifact is a `dafny audit`-style **assumption ledger** (per-claim status becomes a derived label); acyclicity kept as a deliberate restriction with `decreases` as future escape hatch; sell the Datalog closure as taint-propagation, never as an assurance verdict; **"proof obligations" is a category error to verification readers — rename the target** (candidates: obligation ledger / claim structure / assurance argument); Geolog is *not* an ARIA artifact (negative result) but coherent-logic saturation is the validator's genuinely canonical lineage; concrete milestone-one contract sketch (one `Statement` record, four edge kinds, five-stratum status rules) is in the ticket. +- [Dev-target portfolio confirmation](issues/07-dev-target-portfolio.md) — confirmed `elicit-gherkin` + `elicit-proof-obligations` live (BPMN third, full elicit-lean deferred); **hybrid order**: both packs authored before the pack interface freezes, gherkin wires end-to-end first; proof-obligations format = zil-lean's ideas in our own claim-DAG serialization, hewing to existing canon (Dafny leading candidate — grounded by new ticket 09); gherkin milestone-one validation = parse validity + pack-declared step lexicon; surfaced the **behavioral-over-procedural** design principle (routed to Contract decomposition). +- [Brunch exchange-schema audit](issues/03-brunch-exchange-schema-audit.md) — full catalog + three-way classification: **generic** (the `ask` one-terminal-four-shapes primitive, declared continuations that make offer→answer non-forgeable, answered/cancelled/unavailable property-presence union, self-contained terminals, boundary-teaching schemas, no-storage asking agenda + private scratchpad, hash-pinned prompt directives); **generalize-with-changes** (present-then-ask two-step → one `present(form, payload)` with pluggable validators, parent-link instead of enumerated prev/curr/next unions, opaque target-supplied receipts, rubrics declared by the target); **brunch-specific** (review-set node/edge schema, plane vocabulary, `graph_refs`, `map`/`tutorial` skills). Strain marks confirm the "just a guess" caution: wire vocabulary outlived tool names, a digest-into-review merge was retracted, doc/code drift on edge categories. 15 inherit/avoid lessons feed tickets 04 and 05. +- [zil-lean survey](issues/02-zil-lean-survey.md) — zil-lean contains **no elicitation** (agent-authored 2-day snapshot; Datalog/Zanzibar-style claim graph in Lean 4 + Clojure) but is a strong existence proof of the kernel's claim-graph layer: evidence-graded assurance lattice with prohibited promotions, full derivation provenance, assumption/lemma/theorem/guarantee vocabulary with derived PROVED/CONDITIONAL/WEAK/BROKEN statuses. **Verdict: full elicit-lean is not dev-sized; the "elicit-proof-obligations" slice is** (claim DAG + criticality + evidence refs, validated by acyclicity + Datalog closure — no Lean statements) and beats BPMN as second target on both pack axes; BPMN stays third. + +## Not yet specified + +- Spec permanence / sessions-roam-across-specs — shapes what artifacts the elicitor emits and how sessions relate to them; may graduate once the contract decomposition lands +- Unstructured-ingest crossover at scale — the IR inside the contract-decomposition ticket absorbs the parsing/mapping core; what remains foggy is bulk/brownfield ingest as a first-class mode +- elicit-to-petri-net as a future plugin — abstract questions (what fits a net; what IR precedes a net) wait until the pack model exists +- JSONL-vs-YAML portability comparison — graduates only if persistence proves kernel-owned after all +- The real product name +- Deferred plugin-ecosystem machinery (from Contract decomposition): simultaneous multi-plugin composition, plugin removal, full replay, capability negotiation, version/migration (spec names the five version axes only) + +## Out of scope + +- **Executor-standalone** — a different kind of project; the spec only names the elicitor→executor handoff seam +- **Harness-agnostic core** — every named consumer is Pi-family; revisit only if a non-Pi consumer materializes (would be a fresh effort under a redrawn destination) diff --git a/imports/brunch-agent/AGENTS.md b/imports/brunch-agent/AGENTS.md new file mode 100644 index 00000000000..3eca4b6eca9 --- /dev/null +++ b/imports/brunch-agent/AGENTS.md @@ -0,0 +1,15 @@ +# brunch-lite + +## Agent skills + +### Issue tracker + +Issues live as markdown files under `.scratch//` in this repo. See `docs/agents/issue-tracker.md`. + +### Triage labels + +The five canonical triage roles, used verbatim as their own label strings. See `docs/agents/triage-labels.md`. + +### Domain docs + +Single-context — `CONTEXT.md` and `docs/adr/` at the repo root. See `docs/agents/domain.md`. diff --git a/imports/brunch-agent/docs/agents/domain.md b/imports/brunch-agent/docs/agents/domain.md new file mode 100644 index 00000000000..60c5313f678 --- /dev/null +++ b/imports/brunch-agent/docs/agents/domain.md @@ -0,0 +1,37 @@ +# Domain Docs + +How the engineering skills should consume this repo's domain documentation when exploring the codebase. + +## Before exploring, read these + +- **`CONTEXT.md`** at the repo root +- **`docs/adr/`** — read ADRs that touch the area you're about to work in + +If any of these files don't exist, **proceed silently**. Don't flag their absence; don't suggest creating them upfront. The `/domain-modeling` skill (reached via `/grill-with-docs` and `/improve-codebase-architecture`) creates them lazily when terms or decisions actually get resolved. + +## File structure + +This repo is **single-context**: + +``` +/ +├── CONTEXT.md +├── docs/adr/ +│ ├── 0001-example-decision.md +│ └── 0002-another-decision.md +└── src/ +``` + +If this ever grows into a multi-package repo with genuinely separate contexts, switch by adding a root `CONTEXT-MAP.md` that points at one `CONTEXT.md` per context (e.g. `src//CONTEXT.md`), with context-scoped decisions under `src//docs/adr/` and system-wide ones staying in the root `docs/adr/`. The presence of `CONTEXT-MAP.md` is the signal — update this file's layout section at the same time. + +## Use the glossary's vocabulary + +When your output names a domain concept (in an issue title, a refactor proposal, a hypothesis, a test name), use the term as defined in `CONTEXT.md`. Don't drift to synonyms the glossary explicitly avoids. + +If the concept you need isn't in the glossary yet, that's a signal — either you're inventing language the project doesn't use (reconsider) or there's a real gap (note it for `/domain-modeling`). + +## Flag ADR conflicts + +If your output contradicts an existing ADR, surface it explicitly rather than silently overriding: + +> _Contradicts ADR-0007 (event-sourced orders) — but worth reopening because…_ diff --git a/imports/brunch-agent/docs/agents/issue-tracker.md b/imports/brunch-agent/docs/agents/issue-tracker.md new file mode 100644 index 00000000000..fbda5e04217 --- /dev/null +++ b/imports/brunch-agent/docs/agents/issue-tracker.md @@ -0,0 +1,30 @@ +# Issue tracker: Local Markdown + +Issues and specs for this repo live as markdown files in `.scratch/`. + +## Conventions + +- One feature per directory: `.scratch//` +- The spec is `.scratch//spec.md` +- Implementation issues are one file per ticket at `.scratch//issues/-.md`, numbered from `01` — never a single combined tickets file +- Triage state is recorded as a `Status:` line near the top of each issue file (see `triage-labels.md` for the role strings) +- Comments and conversation history append to the bottom of the file under a `## Comments` heading + +## When a skill says "publish to the issue tracker" + +Create a new file under `.scratch//` (creating the directory if needed). + +## When a skill says "fetch the relevant ticket" + +Read the file at the referenced path. The user will normally pass the path or the issue number directly. + +## Wayfinding operations + +Used by `/wayfinder`. The **map** is a file with one **child** file per ticket. + +- **Map**: `.scratch//map.md` — the Notes / Decisions-so-far / Fog body. +- **Child ticket**: `.scratch//issues/NN-.md`, numbered from `01`, with the question in the body. A `Type:` line records the ticket type (`research`/`prototype`/`grilling`/`task`); a `Status:` line records `claimed`/`resolved`. +- **Blocking**: a `Blocked by: NN, NN` line near the top. A ticket is unblocked when every file it lists is `resolved`. +- **Frontier**: scan `.scratch//issues/` for files that are open, unblocked, and unclaimed; first by number wins. +- **Claim**: set `Status: claimed` and save before any work. +- **Resolve**: append the answer under an `## Answer` heading, set `Status: resolved`, then append a context pointer (gist + link) to the map's Decisions-so-far in `map.md`. diff --git a/imports/brunch-agent/docs/agents/triage-labels.md b/imports/brunch-agent/docs/agents/triage-labels.md new file mode 100644 index 00000000000..c71def7db2e --- /dev/null +++ b/imports/brunch-agent/docs/agents/triage-labels.md @@ -0,0 +1,17 @@ +# Triage Labels + +The skills speak in terms of five canonical triage roles. This file maps those roles to the actual label strings used in this repo's issue tracker. + +Because this repo tracks issues as local markdown (see `issue-tracker.md`), the label is written as a `Status:` line near the top of the issue file rather than applied through a tracker UI. + +| Label in mattpocock/skills | Label in our tracker | Meaning | +| -------------------------- | -------------------- | ---------------------------------------- | +| `needs-triage` | `needs-triage` | Maintainer needs to evaluate this issue | +| `needs-info` | `needs-info` | Waiting on reporter for more information | +| `ready-for-agent` | `ready-for-agent` | Fully specified, ready for an AFK agent | +| `ready-for-human` | `ready-for-human` | Requires human implementation | +| `wontfix` | `wontfix` | Will not be actioned | + +When a skill mentions a role (e.g. "apply the AFK-ready triage label"), use the corresponding label string from this table. + +Edit the right-hand column to match whatever vocabulary you actually use. diff --git a/imports/brunch-agent/docs/inbox/agentic-elicitation-challenges-2026-08-06T10-02-41Z.md b/imports/brunch-agent/docs/inbox/agentic-elicitation-challenges-2026-08-06T10-02-41Z.md new file mode 100644 index 00000000000..0b86d8b3a28 --- /dev/null +++ b/imports/brunch-agent/docs/inbox/agentic-elicitation-challenges-2026-08-06T10-02-41Z.md @@ -0,0 +1,553 @@ +# Agentic Elicitation Challenges + +- Source: chatgpt +- URL: https://chatgpt.com/c/6a7430db-490c-83eb-8491-ea376fd3f678 +- Exported: 2026-08-06T10:02:41.982Z +- Format: XML-style turn markers with raw markdown bodies + + + +Some thoughts on agentic elicitation and capture of unstructured content from a user, in to some kind of structured representation: + +- common thread: __parsing and mapping__ of content +- parsing: seeing and identifying — possibly through different lenses? +- mapping: projecting and matching — against a schema, or rubric, criteria? +- requires: + - knowing what to look for / how to look + - knowing what you are trying to fulfill / satisfy + +Help me reflect on how to approach this implementation challenge effectively. The levers I have are those such as provided by any contemporary agent harness. The actual target, in terms of (A) what kind of thing(s) are we eliciting, and (B) in what structure(s) to we intend to record them, needs to be swappable + + + + + +Your parsing/mapping distinction is useful, but it becomes substantially more tractable if neither step writes directly into the final target structure. + +The core abstraction should be: + +> **Unstructured content → evidence-linked interpretations → target-specific projections** + +That middle layer lets you vary both: + +* **A: the semantic target** — requirements, preferences, risks, events, decisions, entities, arguments, and so on. +* **B: the representation target** — a form, JSON schema, graph, CRM record, issue tracker object, document section, or several of these simultaneously. + +## 1. Treat the system as an interactive compiler + +A useful analogy is a compiler with interactive error recovery: + +```text +User conversation + │ + ▼ +Segmentation and observation + │ + ▼ +Semantic intermediate representation + │ + ├──────────────► Target-schema projector + │ │ + │ ▼ + │ Structured record + │ + ▼ +Gap and conflict analysis + │ + ▼ +Clarification question + │ + └──────────────► back into the semantic state +``` + +In this analogy: + +* **Parsing** detects potentially meaningful content and anchors it to evidence. +* **Semantic analysis** decides what that content means, including modality, scope, and relationships. +* **Mapping** projects that meaning into a particular destination structure. +* **Validation** acts like type checking. +* **Elicitation** is error recovery: asking the user for information needed to resolve an ambiguity, contradiction, or missing requirement. + +This avoids the brittle pattern: + +```text +conversation → one large prompt → final JSON +``` + +That pattern couples recognition, interpretation, completeness, and serialization into a single operation. + +## 2. Separate four contracts + +A schema alone is not enough to tell the agent what to do. I would represent the task through four independently versioned contracts. + +### Concept contract: what counts as the thing + +This defines the semantic target: + +* What kinds of objects or propositions are relevant? +* What distinguishes an instance from a near miss? +* What attributes and relations matter? +* What are examples and counterexamples? +* What kinds of inference are permitted? + +For a “risk,” for example, the concept contract might distinguish: + +* a present problem, +* a possible future adverse event, +* a constraint, +* a dependency, +* and a vague expression of concern. + +These may all resemble one another linguistically but have different semantics. + +### Observation contract: how to notice it + +This defines the lenses through which content is examined: + +* actor/action/object, +* temporal information, +* obligations and permissions, +* preference versus hard constraint, +* causality, +* risk and uncertainty, +* corrections and negations, +* entity identity and coreference. + +A lens should generate **candidate observations**, not directly populate fields. Multiple lenses may notice different aspects of the same passage. + +For example: + +> “Friday would be ideal, but Monday is okay. Don’t schedule anything before ten.” + +Different lenses might produce: + +* a preferred date, +* an acceptable fallback date, +* a hard time constraint, +* a distinction between preference and obligation. + +A direct mapping into a single `date` field would discard important meaning. + +### Completion contract: what “enough” means + +This is separate from both recognition and storage. + +It determines: + +* which concepts are required, +* acceptable cardinality, +* acceptable uncertainty, +* which conflicts must be resolved, +* which missing values may be defaulted, +* when the agent should stop asking questions. + +There are actually two kinds of completeness: + +1. **Semantic completeness**: enough information to understand the thing correctly. +2. **Representation completeness**: enough information to satisfy a particular downstream schema. + +Those should remain distinguishable. A CRM may require a category code that the user never expressed. That is a property of the sink, not necessarily a property of the user’s underlying intent. + +### Projection contract: how meaning is represented + +This defines: + +* output schema, +* field semantics, +* mapping functions, +* normalization rules, +* required fields, +* merge behavior, +* target-specific validators, +* treatment of unsupported or lossy content. + +A projection operation should preferably declare what kind of operation it performs: + +* literal copy, +* normalization, +* classification, +* aggregation, +* decomposition, +* inference, +* composition, +* defaulting. + +Inference and defaulting should be explicitly distinguishable from user-stated information. + +## 3. Use an evidence-preserving intermediate representation + +The key to swappability is a semantic intermediate representation, or IR. + +It should be richer than any one destination schema but much smaller than a universal ontology. A good pattern is a **thin common core with domain-specific payloads**. + +For example: + +```json +{ + "id": "claim-17", + "kind": "constraint", + "payload": { + "relation": "start_time_not_before", + "value": "10:00", + "scope": "scheduling" + }, + "epistemic_status": "explicit", + "modality": "must", + "evidence": [ + { + "turn_id": "turn-8", + "text": "Don't schedule anything before ten." + } + ], + "confidence": "high", + "alternatives": [], + "status": "active" +} +``` + +The important parts are not the exact field names. They are the distinctions the model preserves: + +* what was said, +* where it was said, +* what interpretation was assigned, +* whether it was explicit or inferred, +* how certain the interpretation is, +* whether alternatives remain, +* whether later content corrected or contradicted it. + +For more relational targets, represent the IR as a claim graph: + +```text +Actor ──owns──► Work item +Work item ──blocked_by──► Legal approval +Work item ──has_deadline──► Ambiguous quarter end +Legal approval ──concerns──► Data-retention policy +``` + +The IR should be an interface between stages, not an attempt to create one ontology for every possible application. + +## 4. Make parsing hypothesis-generating rather than decisive + +“Parsing” is doing several different jobs: + +1. **Segmentation** + Identify spans, clauses, discourse boundaries, quotations, lists, and references. + +2. **Candidate detection** + Notice that a span might express a relevant concept. + +3. **Interpretation** + Assign semantic type, scope, modality, polarity, temporality, and participants. + +4. **Evidence anchoring** + Preserve the exact source that supports the interpretation. + +The output should initially be hypotheses such as: + +```text +Possible deadline: + value: quarter-end + ambiguity: quarter and year unspecified + evidence: "before quarter-end" + +Possible owner: + value: Priya + modality: proposed rather than confirmed + evidence: "Priya can own it" +``` + +A reconciliation stage can then merge overlapping observations, resolve coreference, recognize corrections, and maintain competing interpretations where necessary. + +This matters because repeated model calls do not necessarily resolve semantic ambiguity. A formatting failure should trigger a retry. A genuine ambiguity should become an explicit issue or user question. + +## 5. Let projection create backpressure without controlling semantics + +A swappable output target may discover that it cannot produce a valid record from the current semantic state. + +For example, a projector might report: + +```json +{ + "issue": "missing_required_value", + "origin": "projection", + "target": "jira_issue", + "required_concept": "project_key", + "can_default": false, + "needs_user_input": true +} +``` + +The projector should not directly ask the user. It should return a typed issue to the elicitation controller. + +That controller can then decide whether to: + +* ask the user, +* derive the value from context, +* call a lookup tool, +* use a declared default, +* leave it unresolved, +* or reject the projection. + +This gives the representation layer controlled influence over elicitation without tightly coupling the two. + +A useful issue vocabulary is: + +```text +missing +ambiguous +conflicting +invalid +unsupported +unmapped +low-confidence +``` + +Each issue should record whether it originated in the semantic target or a particular representation target. + +## 6. Put the “agentic” behavior in selection and control + +Most extraction and mapping steps can be structured pipeline operations. The agentic part is primarily deciding: + +* which lenses are relevant, +* which observations deserve deeper analysis, +* which ambiguity is worth resolving, +* which tool to invoke, +* what to ask next, +* and when to stop. + +The next-question policy can be thought of as maximizing expected information value: + +```text +priority = + requiredness + × downstream impact + × current uncertainty + × likelihood the user can answer + ÷ interaction cost +``` + +This prevents the system from mechanically asking for every empty field. + +Good clarification behavior generally means: + +* ask about ambiguities that materially affect the result; +* prefer one high-value question over several low-value questions; +* ask in the user’s language, not in schema terminology; +* make the current interpretation visible when correction is useful; +* distinguish “not mentioned” from “no,” “unknown,” and “not applicable”; +* stop when additional precision has low downstream value. + +A question such as: + +> “You mentioned quarter-end. Which quarter and year should I record?” + +is better than: + +> “Please provide `deadline_date`.” + +## 7. Package the variable parts + +A practical modularization might look like this: + +```text +ElicitationPack + concept definitions + examples and counterexamples + eligible lenses + permitted inference rules + semantic completeness rules + clarification hints + +ProjectionPack + target schema + mapping functions + normalizers + target validators + merge and default policies + +DialoguePolicy + issue prioritization + question budget + confirmation thresholds + stop conditions + +RuntimeState + raw turns + observations + claim graph + unresolved issues + active projections + revision history +``` + +The stable interfaces could be: + +```text +observe(content, elicitation_pack) -> Observation[] + +reconcile( + prior_claims, + observations +) -> ClaimGraph + +project( + claim_graph, + projection_pack +) -> DraftRecord + ProjectionIssues + +validate( + claim_graph, + draft_record, + elicitation_pack, + projection_pack +) -> Issue[] + +choose_next_action( + issues, + dialogue_policy +) -> Question | ToolCall | Complete +``` + +With this arrangement: + +* Changing **A** swaps the elicitation pack and potentially reruns observation over the retained source. +* Changing **B** swaps the projection pack and reprojects the existing claim graph. +* Multiple **B** targets can operate simultaneously. +* A new target structure does not require rewriting all extraction behavior. +* A new semantic target does not require redesigning the orchestration runtime. + +## 8. Use the agent harness as a typed state machine + +The useful harness capabilities map naturally to this design. + +| Harness capability | Appropriate use | +| ----------------------- | ---------------------------------------------------------------------- | +| Structured model output | Observation, claim, issue, and question contracts | +| State graph | Explicit observe → reconcile → project → validate → ask transitions | +| Tool calling | Lookups, normalization, deterministic validation, identity resolution | +| Model routing | Cheap model for detection; stronger model for difficult reconciliation | +| Parallel execution | Independent lenses over the same content | +| Checkpointing | Durable claim state and resumable conversations | +| Human-in-the-loop | Clarification, confirmation, and correction | +| Tracing | Evidence, transformations, model decisions, and validator output | +| Retries | Malformed output and transient failures, not genuine uncertainty | +| Evals | Regression testing at each pipeline boundary | + +A graph of narrowly typed stages is usually easier to reason about than a set of autonomous agents exchanging prose. Multiple agents are most justified when they need genuinely independent perspectives, different permissions, separate context, or adversarial review. + +## 9. Preserve distinctions that are commonly lost + +Several distinctions should be first-class because they strongly affect mapping: + +* explicit statement versus inference, +* preference versus requirement, +* current fact versus future intention, +* entity versus role, +* proposed assignment versus confirmed assignment, +* absence of evidence versus negative evidence, +* correction versus contradiction, +* recurring condition versus one-time event, +* exact value versus approximate value, +* source content versus system-generated default. + +The system should also retain information that is relevant but currently unmapped. Otherwise, changing the destination schema later will require re-eliciting it. + +A projection can be intentionally lossy, but it should produce a warning such as: + +```text +The target schema supports one date only. +The semantic state contains: +- preferred date: Friday +- acceptable fallback: Monday +Projection policy selected Friday and omitted the fallback. +``` + +## 10. Evaluate the stages separately + +End-to-end accuracy alone will not tell you where the system is failing. + +Useful evaluation categories include: + +### Observation quality + +* concept-level recall, +* false-positive rate, +* evidence-span accuracy, +* handling of negation and correction, +* modality classification. + +### Reconciliation quality + +* duplicate merging, +* entity resolution, +* conflict preservation, +* temporal ordering, +* revision handling. + +### Projection quality + +* schema validity, +* semantic correctness, +* unsupported-content detection, +* correct default and inference labeling, +* consistency across multiple projections. + +### Elicitation quality + +* required information obtained, +* number of questions, +* information gained per question, +* unnecessary-question rate, +* user correction rate, +* premature stopping rate. + +A particularly valuable test is **reprojection consistency**: capture once into the IR, project into two different target schemas, and verify that both preserve the same underlying semantics. + +## 11. Avoid several common implementation traps + +The main traps are: + +1. **Using the output schema as the semantic specification** + Field names rarely define what counts as valid evidence. + +2. **Premature normalization** + Converting “the end of next quarter” into a date before resolving context can silently invent information. + +3. **Silent inference** + A plausible value should not become indistinguishable from a user assertion. + +4. **Over-generalizing the IR** + A universal ontology often becomes less useful than a small claim/evidence core with domain extensions. + +5. **Treating all missing fields equally** + Some are essential to meaning; others are merely required by a sink. + +6. **Using another model call as the only validator** + Structural constraints, date validity, enum membership, and many consistency checks should be deterministic. + +7. **Discarding source evidence after capture** + Without provenance, correction, audit, and future reprojection become difficult. + +## 12. A sensible initial implementation + +A good first system would be deliberately small: + +* one claim/evidence IR; +* four or five issue types; +* three lenses, such as entity/action, temporal, and modality/constraint; +* one reconciliation stage; +* two materially different elicitation packs; +* two materially different projection packs; +* one question-selection policy; +* deterministic schema and consistency validation; +* complete tracing of every transformation. + +Using two targets on each axis from the beginning is important. It forces the abstractions to demonstrate actual swappability rather than merely appearing configurable. + +The governing design principle is: + +> **Capture meaning and evidence before committing to representation. Let semantic requirements and destination requirements both generate issues, but keep their origins explicit.** + +That makes parsing a process of forming grounded hypotheses, mapping a controlled projection, and elicitation an information-seeking policy over unresolved semantic and representational obligations. + + \ No newline at end of file diff --git a/imports/brunch-agent/docs/inbox/agentic-elicitation-criteria-2026-08-06T14-11-18Z.md b/imports/brunch-agent/docs/inbox/agentic-elicitation-criteria-2026-08-06T14-11-18Z.md new file mode 100644 index 00000000000..a9f9c4febf7 --- /dev/null +++ b/imports/brunch-agent/docs/inbox/agentic-elicitation-criteria-2026-08-06T14-11-18Z.md @@ -0,0 +1,1134 @@ +# 2. Structural criteria + +- Source: chatgpt +- URL: https://chatgpt.com/c/6a7430db-490c-83eb-8491-ea376fd3f678 +- Exported: 2026-08-06T14:11:18.579Z +- Format: XML-style turn markers with raw markdown bodies + + + +In order to test how well this has been abstracted and generalized, and how well the plugin API has been designed to enable ease-of-implementation of elicitation flows against arbitrary goals/targets, what structural and/or semantic criteria would you apply? What kinds of smells would you look for? + + + + + +The strongest test is not whether the framework can technically load many plugins. A framework with a `run(context: any) -> any` hook is infinitely extensible in a trivial sense. The real test is whether different elicitation goals and representation targets can be introduced **without bypassing the semantic guarantees of the system**. + +A useful model is an hourglass: + +```text +Many elicitation goals and lenses + │ + ▼ + Claims · Evidence · Issues + Revisions · State deltas + │ + ▼ +Many schemas and representation targets +``` + +The waist should be narrow enough to remain stable, but semantically rich enough that the runtime can reason about provenance, uncertainty, conflicts, completeness, and projection loss. Two opposite failures are common: + +* The waist becomes a union of every domain concept ever introduced. +* The waist becomes `type: string, payload: any`, leaving the runtime unable to enforce meaningful behavior. + +## 1. The main proof obligations + +I would judge the abstraction against five proof obligations. + +### Independent variability + +You should be able to change: + +* what is being elicited, +* how completeness is judged, +* how questions are selected, +* how the result is represented, + +without unnecessarily changing the others. + +A particularly strong test is: + +> Can I add a new elicitation goal and project it into an existing target without changing the target plugin, and add a new target for an existing goal without changing the elicitation plugin? + +Some target-specific backpressure is legitimate. For example, a destination may require a project identifier. But that requirement should appear as a **target-originated issue**, not become part of the universal definition of the semantic object. + +### Semantic conservation + +Relevant distinctions in the source should survive until an explicit component decides to discard or normalize them. + +For example: + +```text +“Friday is ideal, but Monday is acceptable.” +``` + +should not immediately become: + +```json +{ "date": "Friday" } +``` + +The semantic state should preserve at least: + +```text +preferred date: Friday +acceptable fallback: Monday +``` + +A target that supports only one date can select Friday, but it should recognize that the projection is lossy. + +### Explicit transformation + +Every material transformation should be attributable: + +* user-stated, +* inferred, +* normalized, +* classified, +* aggregated, +* defaulted, +* omitted, +* overridden. + +This is more important than preserving the exact original wording. The system should be able to explain why a target field has a value and what evidence supports it. + +### Controlled elicitation + +Plugins should contribute domain knowledge without independently taking over the conversation. + +A plugin may identify: + +```text +Deadline is ambiguous because the quarter and year are unknown. +``` + +The runtime should decide: + +* whether this matters, +* whether another source can resolve it, +* whether to ask the user, +* how to phrase the question, +* and whether some higher-priority issue should be addressed first. + +Otherwise, composing plugins produces competing agents rather than one coherent elicitation flow. + +### Local implementation + +A plugin author should need to understand the domain contract and public SDK, not the internal orchestration graph, prompt assembly system, persistence layer, or retry logic. + +The implementation should be locally testable. A developer should be able to test: + +```text +input semantic state +→ plugin output +``` + +without running a full conversational agent. + +--- + +# 2. Structural criteria + +## Core independence + +The runtime should contain no branches such as: + +```python +if plugin.name == "requirements_capture": + ... +elif plugin.name == "sales_qualification": + ... +``` + +Nor should its common enums continually grow with domain-specific concepts: + +```text +REQUIREMENT +SALES_LEAD +MEDICAL_SYMPTOM +DESIGN_GOAL +... +``` + +The core should know about generic constructs such as claims, evidence, issues, revisions, actions, and projections. Domain-specific types should be registered or namespaced by plugins. + +A useful mechanical test is to inspect the core diff after adding a plugin. Within an existing extension category, the expected core diff should normally be zero. + +Zero core changes are not sufficient, however. A plugin that receives the entire runtime object and implements everything itself has merely escaped the abstraction. + +## Dependency direction + +Plugins should depend on public runtime contracts. The runtime should not depend on plugin implementation classes. + +Prefer: + +```text +plugin receives immutable state snapshot +plugin returns observations, issues, or state deltas +runtime validates and applies them +``` + +over: + +```text +plugin receives session/database/runtime +plugin mutates arbitrary state directly +``` + +Declarative returns make validation, tracing, rollback, replay, and access control possible. + +## Orthogonal interfaces + +The API should not force a plugin to implement unrelated responsibilities. + +For example, these are distinct concerns: + +```text +ObservationPlugin +SemanticAssessmentPlugin +ProjectionPlugin +ValidationPlugin +QuestionPolicyPlugin +NormalizationPlugin +``` + +They do not necessarily need to be separate deployment packages, but they should be separate interfaces or capabilities. A plugin manifest can declare which capabilities it provides. + +A single required interface such as: + +```python +run_conversation(...) +``` + +is too broad. Conversely, forty lifecycle hooks are likely to produce callback soup. The ideal surface consists of a small number of semantically meaningful operations. + +## Typed semantic contracts + +Inputs and outputs should have machine-checkable structure. + +For example: + +```text +observe(turn, state) -> Observation[] + +assess(state) -> SemanticIssue[] + +project(state) -> ProjectionResult + +validate(record, state) -> ProjectionIssue[] + +propose_questions(issues, state) -> QuestionCandidate[] +``` + +Free-form explanatory text can accompany these objects, but should not be the sole integration mechanism. + +Particularly important types include: + +* issue origin, +* issue severity, +* evidence reference, +* epistemic status, +* revision operation, +* mapping operation, +* loss classification, +* supported capability. + +## Stable identity and namespacing + +Claims, entities, evidence spans, issues, and plugin-defined concepts need durable identifiers. + +The API should define: + +* who creates identifiers, +* how plugin namespaces work, +* whether two plugins can refer to the same claim, +* how duplicate observations are reconciled, +* what happens when a plugin is removed, +* how plugin-generated IDs survive replay. + +Without this, composition tends to rely on field names and execution order. + +## State ownership + +The runtime should own canonical conversational and semantic state. Plugins may maintain caches or indexes, but the authoritative meaning should not be hidden inside opaque plugin state. + +Opaque private state is dangerous when: + +* another plugin needs to consume the information, +* the conversation is replayed, +* a plugin version changes, +* the system needs to explain a decision, +* the plugin crashes or is removed. + +Plugin-specific state may be appropriate for implementation details, but not as the only representation of captured user meaning. + +## Idempotence and replay + +Calling a plugin twice on the same state should not create duplicate semantic facts or produce uncontrolled side effects. + +The system should support: + +```text +raw event log +→ replay observations +→ rebuild semantic state +→ regenerate projections +``` + +Purely deterministic replay may not be possible for every model call, but the runtime should at least preserve the original plugin outputs, model versions, prompts or prompt identifiers, and state transitions. + +A retry caused by malformed output should not accidentally count as a second user assertion. + +## Composition semantics + +The API should define what happens when two plugins: + +* identify the same concept, +* assign different types to the same evidence, +* make conflicting inferences, +* require incompatible normalizations, +* propose competing questions, +* produce issues with different priorities. + +“Run all plugins and concatenate their output” is not a composition model. + +The runtime needs explicit merge and conflict behavior. Plugins should be able to express: + +```text +supports +refines +contradicts +supersedes +possibly-equivalent-to +``` + +without being forced to resolve every disagreement themselves. + +## Capability negotiation + +Plugins should declare constraints such as: + +```text +supported input kinds +concepts produced or consumed +incremental-processing support +required tools +external side effects +supported languages +supported core contract versions +lossless versus lossy mapping +required semantic features +``` + +This permits the runtime to reject invalid compositions before a conversation begins. + +For example, a projector that requires stable entity identity should not silently consume a state containing only anonymous text spans. + +## Versioning and migration + +A plugin API is not mature if its state cannot survive plugin evolution. + +You need to distinguish: + +* API contract version, +* plugin implementation version, +* plugin concept-schema version, +* target-schema version, +* persisted state version. + +A change to the meaning of a field is not merely a serializer change. The system should be able to determine whether existing state can be: + +* reused, +* migrated mechanically, +* reinterpreted from retained evidence, +* or must be elicited again. + +--- + +# 3. Semantic criteria + +## Evidence fidelity + +Every material claim should be linked to the content that supports it. + +The link should be precise enough to distinguish: + +* the sentence stating a fact, +* the phrase supplying a value, +* surrounding context that changes interpretation, +* the later correction that supersedes it. + +A claim with only a conversation-level provenance marker is often insufficient. + +Test whether the system can answer: + +> What exact user content supports this value? + +and: + +> Which parts of this record are unsupported by direct user evidence? + +## Epistemic distinctions + +The representation should not collapse: + +```text +explicit user statement +reasonable inference +tentative hypothesis +system default +external lookup +plugin classification +``` + +A single floating-point `confidence` value does not solve this. Confidence is not the same as provenance or epistemic status. + +These statements must remain distinguishable: + +```text +“Priya owns this.” +“Priya could own this.” +“I assume Priya owns this.” +“The directory lists Priya as owner.” +``` + +They may all refer to the same relation, but they do not have the same evidential or modal force. + +## Polarity, modality, and preference + +Minimal semantic differences should not collapse into the same representation: + +```text +Use Friday. +Prefer Friday. +Friday is acceptable. +Friday is required. +Do not use Friday. +No later than Friday. +Friday might work. +``` + +This is one of the best areas for minimal-pair tests because field-oriented extraction frequently loses these distinctions. + +## Absence states + +The system should distinguish: + +```text +not mentioned +unknown to the user +not yet decided +not applicable +explicitly absent +declined to answer +intentionally deferred +``` + +Treating all of these as `null` makes both elicitation and downstream behavior unreliable. + +For example, “I don’t know the budget” should not be interpreted as “there is no budget.” + +## Ambiguity and alternatives + +The semantic model should be able to preserve more than one live interpretation. + +For example: + +```text +“We need it after the review with Alex.” +``` + +may be ambiguous because: + +* there are several Alexes, +* there are several reviews, +* “it” has multiple possible referents, +* “after” may describe scheduling or dependency. + +The parser should not be forced to pick one answer solely because the destination schema accepts only one. + +## Revision and correction + +A correction should modify the active semantic state while preserving history: + +```text +“Make that Monday, not Friday.” +``` + +should not yield two unrelated dates. + +The model should represent that: + +* Friday was previously asserted or inferred, +* Monday supersedes Friday, +* the correction is supported by a later turn, +* projections using the prior value are now stale. + +Test both direct corrections and less explicit revisions: + +```text +“Actually, the later option is better.” +``` + +## Conflict handling + +Contradictory content should not be silently merged or resolved based on recency in every case. + +Recency may be appropriate for a correction, but not necessarily for two claims from different actors or sources. + +The state should distinguish: + +```text +revision +disagreement +inconsistent evidence +context-dependent truth +multiple valid values +``` + +A target may require a single value, but that is a projection constraint rather than evidence that the conflict has disappeared. + +## Scope and qualification + +Claims need enough scope to avoid false generalization. + +Compare: + +```text +“No meetings before ten.” +“No meetings before ten next week.” +“No customer meetings before ten.” +“I generally avoid meetings before ten.” +``` + +A weak representation may normalize all four into the same global scheduling constraint. + +Useful scope dimensions include: + +* actor, +* entity, +* time interval, +* location, +* scenario, +* source, +* conditional context, +* degree of generality. + +## Relationship and cardinality support + +The abstraction should not assume that all elicitation is field filling. + +It should support: + +* one-to-many relations, +* many-to-many relations, +* ordered sequences, +* conditional constraints, +* alternatives, +* dependencies, +* hierarchies, +* claims about claims, +* rationales and evidence. + +A new target such as a graph should not require reconstructing relationships that were flattened during capture. + +## Semantic completeness versus target completeness + +The API should treat these as separate assessments. + +A semantic object may be adequately understood while a particular target remains invalid: + +```text +Semantic state: + “The project should begin after legal approval.” + +Target requirement: + exact ISO start date +``` + +Conversely, a record may be structurally complete because defaults were inserted, while the user’s actual intent remains poorly understood. + +Each issue should identify its origin: + +```json +{ + "origin": "semantic", + "kind": "ambiguous_dependency" +} +``` + +or: + +```json +{ + "origin": "projection", + "target": "calendar_event", + "kind": "missing_exact_start_time" +} +``` + +## Loss-aware projection + +Every projector should classify unmapped content. + +Typical outcomes include: + +```text +mapped exactly +normalized without semantic loss +mapped approximately +collapsed with other concepts +omitted because unsupported +omitted by target policy +defaulted +unrepresentable +``` + +A projection that silently discards a fallback preference, qualification, uncertainty, or conflict is semantically unsafe even when its output passes JSON Schema validation. + +## Path independence + +Equivalent evidence should normally lead to equivalent semantic state regardless of the order in which it was elicited. + +For example: + +```text +Path 1: + user gives deadline, then owner + +Path 2: + user gives owner, then deadline +``` + +should converge to equivalent active claims. + +There will be legitimate path-dependent conversational behavior, but the final semantic state should not depend on arbitrary plugin execution order or the order of schema fields. + +--- + +# 4. Plugin authoring criteria + +The API should be evaluated not only by what it can express but by what plugin authors must implement repeatedly. + +A well-designed plugin SDK should provide standard machinery for: + +* evidence anchoring, +* claim identity, +* issue construction, +* schema validation, +* retries, +* idempotency, +* state-delta application, +* tracing, +* test fixtures, +* model invocation, +* question candidate formatting, +* version declaration. + +The plugin author should mainly provide: + +```text +domain concept definitions +examples and counterexamples +observation or classification logic +semantic completeness rules +target mappings +domain validators +optional question guidance +``` + +## Authoring locality + +Adding one concept should generally involve changing one concept definition and its tests, rather than editing: + +* a global prompt, +* a central enum, +* the orchestration graph, +* the persistence schema, +* several target mappings, +* the conversation controller. + +Count the number of files and public concepts a plugin author must understand. This “change surface” is a useful practical metric. + +## Defaults without confinement + +The SDK should provide sensible defaults for ordinary plugins while allowing specialized behavior through explicit extension points. + +Two smells sit at the extremes: + +* Every plugin reimplements the entire lifecycle. +* The default lifecycle is impossible to escape without forking the runtime. + +## Local simulation + +A plugin developer should have a harness that can run fixtures such as: + +```yaml +conversation: + - user: "Friday is ideal, but Monday works." +expected_claims: + - kind: date_preference + preferred: Friday + acceptable: + - Monday +expected_issues: [] +``` + +The simulator should expose: + +* observations, +* claim merges, +* unresolved issues, +* proposed questions, +* projection outputs, +* loss reports, +* trace events. + +Debugging should not require reading an entire agent transcript. + +## Actionable failures + +A contract error should say: + +```text +Projection plugin emitted a claim reference that does not exist. +``` + +rather than: + +```text +Invalid plugin output. +``` + +The runtime should distinguish plugin defects from legitimate semantic uncertainty. + +## Escape-hatch accounting + +Some domains will require custom processing. Escape hatches are reasonable, but they should be visible. + +For example: + +```text +custom reconciliation hook used +custom direct model invocation used +opaque state storage used +non-idempotent side effect used +``` + +The more frequently plugins require these, the less successful the abstraction probably is. + +--- + +# 5. High-value test matrix + +Testing one goal against one JSON schema will mostly confirm that the happy path works. A better test matrix crosses three axes. + +## Axis A: semantic goals + +Use goals with materially different semantic shapes: + +1. **Finite fact capture** + Contact or account details. + +2. **Constraint elicitation** + Requirements, prohibitions, dependencies, and acceptance criteria. + +3. **Preference elicitation** + Rankings, tradeoffs, acceptable alternatives, and hard versus soft constraints. + +4. **Temporal reconstruction** + Events, durations, recurring patterns, and corrections. + +5. **Decision rationale** + Options, arguments, evidence, assumptions, and confidence. + +6. **Open-ended design intent** + Desired effects, references, exclusions, and aesthetic criteria. + +## Axis B: representation targets + +Use targets with different representational properties: + +1. Flat form or JSON object. +2. Nested document schema. +3. Normalized relational records. +4. Property graph. +5. Constraint or rules representation. +6. Human-readable report. +7. Several simultaneous targets with different required fields. + +## Axis C: dialogue perturbations + +Run each combination against: + +* information given in narrative order, +* fields given out of order, +* indirect statements, +* corrections, +* contradictions, +* multiple entities, +* ambiguous pronouns, +* uncertainty, +* refusal to answer, +* “not applicable,” +* off-topic content, +* target change mid-conversation, +* plugin failure and retry. + +The most revealing cases are usually not random long conversations but carefully constructed minimal pairs. + +Examples: + +```text +“The budget is €20,000.” +“The budget might be €20,000.” + +“Alex approved it.” +“Alex should approve it.” + +“We have no deadline.” +“I don’t know the deadline.” + +“Friday is preferred.” +“Friday is required.” +``` + +The IR and elicitation behavior should differ appropriately in each pair. + +--- + +# 6. Specific swap tests + +## Projector substitution test + +Capture one conversation once, then project the same semantic state into: + +* a flat record, +* a graph, +* a narrative summary. + +The projections should agree about the underlying facts. Differences should be traceable to target capabilities or declared mapping policy. + +## Elicitation-goal substitution test + +Run the same source through two semantic packs, such as: + +* project requirement capture, +* risk identification. + +The packs should be able to identify different relevant content from the same evidence without corrupting or overwriting one another. + +## Mid-session target swap + +Begin eliciting for one target, then add or replace a target during the conversation. + +The system should: + +* retain previously gathered evidence, +* reproject where possible, +* identify only genuinely new gaps, +* avoid asking the user to repeat information. + +## Multi-target backpressure test + +Attach two targets, one of which requires extra fields. + +The extra requirement should be namespaced to that target. It should not make the entire semantic state globally incomplete unless satisfying both targets is explicitly the active goal. + +## Loss challenge + +Use a rich semantic state and deliberately project it into an impoverished schema. + +The projector should report exactly what it cannot represent. A successful JSON serialization is not a passing result. + +## Unsupported-concept test + +Supply content that a plugin cannot interpret safely. + +A good plugin should return something like: + +```text +unsupported +unmapped +ambiguous +requires specialist interpretation +``` + +It should not fabricate a nearest matching concept merely to produce complete output. + +## Replay test + +Replay a completed conversation with: + +* the same plugin versions, +* an upgraded projector, +* an upgraded elicitation plugin. + +Verify which stages can be reused and which claims need reinterpretation. + +## Composition collision test + +Install two plugins that define overlapping concepts or observe the same evidence. Confirm that namespacing, equivalence, and conflict policies work without execution-order dependence. + +## Plugin removal test + +Remove a plugin after state has been captured. + +The runtime should still be able to: + +* inspect the evidence, +* preserve claims in a generic serialized form, +* identify which interpretations came from the removed plugin, +* continue operating with unaffected plugins. + +## Black-box implementation test + +Give the public API documentation and SDK to a developer who has not read the core implementation. Ask them to implement a new goal plugin and target plugin. + +Measure: + +* time spent understanding the framework, +* number of core concepts they must learn, +* boilerplate written, +* core changes requested, +* undocumented assumptions discovered, +* ability to test locally, +* number of escape hatches needed. + +This is one of the best tests of actual ease of implementation. + +--- + +# 7. Structural smells + +## The universal callback + +```python +plugin.run(context) -> dict +``` + +The callback has access to everything and may return anything. This provides extension without abstraction. + +## The giant context bag + +Plugins receive an object containing the model client, database, user session, prompt builder, tool registry, HTTP client, and internal state. + +This causes implicit coupling and makes permissions, testing, and replay difficult. + +## The monolithic domain plugin + +One plugin performs extraction, question selection, conversation management, state mutation, validation, projection, and persistence. + +Such a plugin may work, but A and B are no longer independently swappable. + +## Core branching by plugin identity + +Plugin-specific behavior appears in the runtime, often as conditionals, special registries, or domain-specific exception handling. + +## The ever-growing common schema + +Every new plugin adds fields to the supposedly universal claim model. This produces a central ontology bottleneck. + +## The opaque payload waist + +The common API contains little more than: + +```json +{ + "plugin": "x", + "payload": {} +} +``` + +The runtime cannot reason about evidence, conflicts, completeness, or revisions. + +## Callback soup + +The plugin API exposes many weakly defined hooks: + +```text +before_parse +after_parse +before_map +after_map +before_question +after_question +before_save +... +``` + +Behavior becomes order-sensitive and difficult to compose. + +## Direct mutation + +Plugins alter canonical state, mark issues resolved, or write projections directly. The runtime cannot validate the transition or reconstruct why it happened. + +## Order-sensitive execution + +Changing plugin registration order changes active claims or projected results without an explicit priority or merge rule. + +## Copy-paste plugin development + +New plugins are created by cloning an existing one and replacing prompts, field names, and validators. This usually indicates that common mechanics have not been captured by the SDK. + +## Full-stack testing requirement + +A plugin cannot be unit tested without launching the whole agent, model, database, and UI. + +## Hidden target leakage + +Target-specific terms appear in the semantic layer: + +```text +jira_project_key +salesforce_lead_status +database_column_name +``` + +even though the same underlying meaning should support other targets. + +--- + +# 8. Semantic smells + +## Schema-shaped questioning + +The conversation follows the order of destination fields: + +```text +What is field one? +What is field two? +What is field three? +``` + +This often indicates that the schema is being treated as the semantic model. + +## Syntactic completeness treated as semantic completeness + +The system stops because every required field has a value, even though some values were guessed, defaulted, or remain contradictory. + +## One confidence score for everything + +A scalar `confidence: 0.82` is used instead of distinguishing user uncertainty, model uncertainty, weak evidence, ambiguity, inference, and source disagreement. + +## Null collapse + +Unknown, absent, declined, not applicable, and not yet decided all become `null`. + +## Silent coercion + +A vague phrase is converted into a precise value without recording the normalization assumption: + +```text +“toward the end of the month” +→ 2026-08-28 +``` + +## Silent loss + +The output schema cannot represent alternatives or qualifiers, and the projector simply discards them. + +## Correction as duplication + +The semantic state contains both the old and corrected values as equally active claims. + +## Recency as universal truth + +The most recent statement always wins, even when the later statement comes from a different actor, concerns a different scope, or expresses uncertainty rather than correction. + +## Inference presented as user fact + +A plausible interpretation becomes indistinguishable from something the user explicitly stated. + +## Field-level provenance only + +The system can say that a field came from “turn 8” but cannot identify which phrase supported which aspect of the interpretation. + +## Validation limited to schema syntax + +The output is celebrated as valid because it conforms to JSON Schema, despite being semantically contradictory or unsupported. + +## Extraction that cannot abstain + +Every input span must be classified into one of the plugin’s concepts. There is no unsupported, irrelevant, or ambiguous outcome. + +## Questions generated directly from missing fields + +The runtime sees a missing key and asks for it without first determining: + +* whether the user already implied it, +* whether it can be derived, +* whether it matters, +* whether the user can answer, +* whether another ambiguity should be resolved first. + +## Premature normalization + +Relative dates, vague quantities, organizational roles, and entity references are resolved before sufficient context exists. + +## Projection-specific gaps contaminating global state + +Adding a target with extra required fields suddenly causes an otherwise complete semantic object to become globally incomplete. + +--- + +# 9. Useful invariants to encode as tests + +A strong runtime can enforce several properties independent of domain plugins: + +1. **No unsupported value without provenance.** + Every projected value must point to a claim, a declared default, or a documented transformation. + +2. **No silent conflict resolution.** + Resolving contradictory active claims must produce an explicit revision or resolution event. + +3. **No silent projection loss.** + Relevant active claims that cannot be represented must appear in a loss report. + +4. **Corrections do not erase history.** + Superseded claims remain inspectable but are not treated as active. + +5. **Retries are semantically idempotent.** + Retrying a failed plugin call cannot create additional user assertions. + +6. **Target issues are namespaced.** + A target-specific requirement does not automatically become a semantic requirement. + +7. **Plugin failures are atomic.** + A failed invocation cannot leave partially applied state. + +8. **Equivalent state produces equivalent projection.** + Projection results should not depend on the order in which claims were discovered. + +9. **Unknown remains distinct from false.** + +10. **Explicit remains distinct from inferred and defaulted.** + +These invariants give the core genuine semantic responsibility without requiring it to understand every domain. + +--- + +# 10. A compact scorecard + +A plugin system can be scored from 0–2 on each dimension: + +| Dimension | 0 | 1 | 2 | +| -------------------- | ------------------------- | -------------------- | ----------------------------------------------- | +| Goal swappability | Core rewrite | Adapter work | Plugin-only change | +| Target swappability | Coupled to extraction | Partial separation | Independent projection | +| Semantic fidelity | Field values only | Some provenance | Evidence, modality, ambiguity, revision | +| Loss handling | Silent | Informal warning | Typed, attributable loss report | +| Composition | Order-dependent | Manual coordination | Defined merge and conflict semantics | +| State model | Mutable opaque state | Partial events | Replayable validated deltas | +| Authoring ergonomics | Requires core knowledge | Usable with examples | SDK, fixtures, diagnostics, local testing | +| Versioning | Replace in place | Manual migration | Explicit compatibility and migration | +| Observability | Transcript only | Stage logs | Claim-level provenance and transformation trace | +| Failure isolation | State corruption possible | Recoverable manually | Atomic, idempotent, replayable | + +The overall result should not be averaged blindly. Some dimensions are gating requirements. In particular, semantic fidelity, explicit loss handling, and state integrity should be treated as non-negotiable for high-stakes use. + +The central smell to watch for is **accidental coupling hidden by configurability**. A framework may appear general because schemas and prompts are configurable, while its actual semantics remain field-oriented and target-dependent. The better abstraction demonstrates that meaning can be captured once, revised coherently, interrogated by the runtime, and projected into materially different structures without either turning the core into a universal ontology or reducing the plugin boundary to an untyped escape hatch. + + From c07b959670cd0ddbc01bbcc4c512616016182df2 Mon Sep 17 00:00:00 2001 From: Lu Nelson Date: Fri, 7 Aug 2026 10:54:01 +0200 Subject: [PATCH 02/65] Resolve Questioning-UX contract (issue 05); harden shell vocabulary MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Issue 05 resolved via HITL grilling: no exchange-pair ontology — conversation primary, affordance emissions as session evidence, capture via range-sweeps on range-level settlement; one multiplexed data channel with markdown floor; interpretation render harness-owned with plugin-optional typed renderer (JSON default); conflicts close only via explicit resolution records; no question-budget machinery. - Shell lexicon hardened into new CONTEXT.md: substrate / ui / harness / plugin ("kernel" survives only in "kernel card"); clarifying comment on issue 04's ownership table. - Built-artifacts-as-proofs ratified into map Notes; two prototype tickets created: 10 (walking skeleton: Flue question round-trip) and 11 (logic-prototype: capture sweep & settlement). Co-Authored-By: Claude Fable 5 --- .../issues/04-contract-decomposition.md | 4 ++ .../issues/05-questioning-ux-contract.md | 40 ++++++++++++++- .../10-walking-skeleton-flue-roundtrip.md | 17 +++++++ .../11-logic-prototype-capture-sweep.md | 17 +++++++ .../.scratch/elicitation-kernel/map.md | 5 +- imports/brunch-agent/CONTEXT.md | 50 +++++++++++++++++++ 6 files changed, 131 insertions(+), 2 deletions(-) create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/11-logic-prototype-capture-sweep.md create mode 100644 imports/brunch-agent/CONTEXT.md diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/04-contract-decomposition.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/04-contract-decomposition.md index 6d234c5ed6e..df5a3e6d9c9 100644 --- a/imports/brunch-agent/.scratch/elicitation-kernel/issues/04-contract-decomposition.md +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/04-contract-decomposition.md @@ -82,3 +82,7 @@ Simultaneous multi-plugin composition · plugin removal · full replay · capabi - §4 SDK-machinery list (evidence anchoring, issue construction, fixtures, **local simulation harness** — "debugging should not require reading an entire agent transcript") → issue 06 (Shipping shape). - Envelope + absence states + turn-suspension → issue 05 (Questioning-UX contract). + +## Comments + +**2026-08-07 (vocabulary clarification from issue 05's resolution).** The ownership table's "Host (embedding + affordances)" bundled two concerns that later split: the **ui** shell (interface: rendering, input, reply transport, identity) and the **substrate** (the embedding environment: deploy target, storage-port implementation, artifact delivery, model/provider). Under the hardened lexicon (`CONTEXT.md`), this table's "Host" row reads as substrate concerns plus ui concerns; "kernel" reads as **harness**. No substantive change to the decomposition. diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/05-questioning-ux-contract.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/05-questioning-ux-contract.md index fc4bb7447a1..84b7c523bd0 100644 --- a/imports/brunch-agent/.scratch/elicitation-kernel/issues/05-questioning-ux-contract.md +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/05-questioning-ux-contract.md @@ -1,7 +1,8 @@ # Questioning-UX contract Type: grilling -Status: open +Status: resolved +Resolved: 2026-08-07 Blocked by: 03 ## Question @@ -18,3 +19,40 @@ Sub-questions: Input from Contract decomposition (issue 04): the exchange contract must carry the envelope's conversation-level semantics — **absence states** (`unknown-to-user | declined | deferred | not-applicable`… as answer outcomes, not null), **alternatives** (letting more than one interpretation stay live through an exchange), and conflict-resolution exchanges (an explicit resolution event for a `conflicting` issue). Dialogue policy is behavioral guidance + factual issue queue — the UX contract renders issues to the agent, never scores them. Note from the Flue deep-read (issue 01): Flue has **no first-class ask-the-user primitive** — the kernel must own a turn-suspension protocol (`terminate: true` tool + pending question in persistent state + structured data part; the answer arrives as a fresh dispatch). The UX contract should be designed with that as the remote rendering path (`useDataWriter` / `dynamic-tool` output parts), alongside richer local surfaces. + +## Answer + +> Resolved by HITL grilling, 2026-08-06 (five rounds), with a live fact-finding pass over Flue's docs mid-session. All shape-level commitments are **working hypotheses** per the built-artifacts-as-proofs preference (ratified into the map's Notes during this session); delegated proof obligations live in tickets 10 (walking skeleton) and 11 (logic-prototype). Vocabulary hardened via `/domain-modeling` into repo `CONTEXT.md`. + +### The load-bearing reframe: no exchange-pair ontology + +Brunch's exchange machinery (offer→terminal pairs, pending-exchange state, recovery scans) was baggage from its older agent-initiated turn-by-turn model and is **not inherited**. The free-flowing conversation is primary. When the agent poses a structured question it emits an **affordance** — a rendered enhancement in the stream, not a state machine the harness maintains. There is no "pending exchange" concept, hence no cardinality rule, no recovery scan, no terminal union. + +- Ask invocations **do commit** structured question payloads to the session (design clue: Claude Code's `AskUserQuestion` — question set as `tool_use`, selections/interruption as adjacent `tool_result`; self-contained, replayable, no separate exchange store). The answer may follow as a structured response, or the ask may be cancelled/redirected — all of it is **session evidence**. +- **Capture is decoupled from asking**: a **range-sweep** over session entries, run on **settlement** (agent-judged, range-level — a vein closing — never per-question, which would resurrect exchange-pairs through the back door). Harness owns sweep bookkeeping (high-water mark, idempotence); agent owns settlement judgment. → ticket 11. +- Audit lessons demoted by the reframe: *declared continuations / non-forgeability* (the failure mode shifts from forgery to misinterpretation, which the envelope's `epistemic_status: inferred` already covers; whether a widget reply needs an echo token is empirical → ticket 10); *only-answered-closes recovery* and *self-contained terminals* (patterns at most, not structure). + +### Shells, vocabulary, and control (hardened) + +**substrate** (Pi family, Flue) → **ui** (the user-interface shell: whatever affords interaction — rendering, input, reply transport; not bound to GUI/TUI) → **harness** (the generic capability layer — mechanism + orchestration; the effort's essence is *harness-engineering*; replaces "kernel" as shell name) → **plugin** (target policy). Control is IoC per the Hollywood principle: the plugin declares and registers; the harness discovers, orders, invokes; harness capabilities (the ask API, capture envelope, issue queue, sweep bookkeeping) reach the plugin as a **narrow injected context** — the questioning-UX contract is literally part of the PluginContext surface. Composition is the plugin's at authoring time; control flow is the harness's at runtime. Schema ownership follows capability ownership: *the shell that defines a capability owns its affordance schemas.* + +### What the harness fixes (the generic contract) + +1. **Baseline question forms**: free-text / single-choice / multi-choice, plus **questionnaire chaining** as first-class baseline (beyond brunch's `ask`). The harness owns the standard ask API and payload shapes; plugins add custom presentation/collection forms through the plugin API. +2. **Absence**: interpret by default, afford when structured. Agent-interpreted absence from free conversation carries `epistemic_status: inferred`; structured affordances carry a one-tap absence strip (don't-know / not-applicable / decide-later — generalizing `allowNone`), keeping `unknown-to-user` vs `declined` vs `not-applicable` explicit. Transport outcome and epistemic absence never conflate. +3. **One harness data channel** multiplexing all affordance forms (`form` tag + plugin-typed body + markdown baseline), because Flue channel names are static structural identity in a flat collision-prone namespace. Plugin widgets are progressive enhancement keyed on the form tag; hosts that know only the envelope render everything via markdown. → ticket 10. +4. **Interpretation render** ("visible current interpretation"): the one affordance form that must be harness-owned, since it renders the harness's own envelope vocabulary — captures with epistemic status, absence states, live alternatives. The **plugin may supply a renderer/projector definition with typed arguments** (typed against its own payload shapes), which the harness uses to produce the ui-level view; **when it doesn't, the harness falls back to a default renderer (plain JSON view of payloads)** — keeping the renderer optional, consistent with the smallest-honest-plugin test. React vs. accept are two *capture semantics*, not exchange steps. Renderer-seam exercised once real packs exist (ticket 07's portfolio). +5. **Issues → exchanges**: only `conflicting` / `possibly-equivalent` get forced treatment — a `conflicting` issue closes **only via an explicit resolution record** (capture-layer event citing the user's utterance as evidence); the guarantee moved from wire to store. Every other issue type renders however the agent judges best, guided by kernel cards — prescribing seven mappings would be judgment-as-procedure. → ticket 11. +6. **No question-budget machinery**: economical interviewing is implemented through strategy and judgment guidance in pack kernel cards; with asks committed to session, anything countable is derivable — no stored counters, no ask-to-issue attribution model, no stored number for the agent to defer to. + +### What the ui owns + +Rendering (zero built-in widgets in Flue — the embedding app branches on part types), reply transport, identity. Flue facts recorded for the spec: outbound is rich (Valibot-validated `data-*` parts, dynamic-tool outputs), **inbound is string-only** (`sendMessage(text, images)`; SDK signals are string-body too) — so answer typing/validation happens entirely harness-side on read-back; unknown part types are silently dropped (hence the markdown-baseline floor); one documented contradiction (data-part update-in-place vs append) needs the ticket-10 runtime check; turn suspension confirmed (`terminate: true`, answer as fresh dispatch; multi-tool batches terminate only when every result terminates). + +### Brunch disposition (sub-question 1) + +**Earns a place**: the three answer shapes as interaction vocabulary; questionnaire (promoted); absence affordances (generalized from `allowNone`); react≠accept (as capture semantics); no-stored-agenda (extended: no stored counters either). **Generalizes with changes**: named present tools → plugin-declared forms over one channel; approval-commits-atomically → the resolution-record store guarantee. **Stays behind**: the exchange-pair ontology and everything predicated on it (terminal unions, recovery scans, prev/curr/next chains, declared continuations as wire mechanism), plus everything the audit already classed brunch-specific (rubric schemas, review-set node/edge machinery, graph_refs). Audit lessons not touched by the reframe (comment-vs-message provenance, boundary-teaching schemas, hash-pinned prompt directives, private scratchpad) stand as pattern guidance for the spec. + +### Process decision (map-level) + +**Built artifacts as proofs** ratified into the map Notes: grilling tickets resolve decisions provisionally and name the proof obligations they delegate. Two prototype tickets created from this session: [Walking skeleton: Flue question round-trip](10-walking-skeleton-flue-roundtrip.md) and [Logic-prototype: capture sweep & settlement](11-logic-prototype-capture-sweep.md). Plugin lifecycle, fault containment, and contract versioning routed to [Shipping shape](06-shipping-shape.md). diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md new file mode 100644 index 00000000000..1393c5e2fb1 --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md @@ -0,0 +1,17 @@ +# Walking skeleton: Flue question round-trip + +Type: prototype +Status: open +Blocked by: 05 + +## Question + +Does the one-channel questioning transport hold up in a real Flue agent + web UI? Build a walking skeleton — real Flue agent, minimal elicitor stub (no plugin), one question round-trip: structured ask affordance emitted via a single kernel-owned data channel (`form` tag + markdown-baseline payload), answer returned as string dispatch, interpretation recorded to the session. + +Proves or refutes (proof obligations delegated from the Questioning-UX contract, issue 05): + +- The **one-channel multiplex** working hypothesis: one fixed `data-exchange` channel, forms discriminated inside the payload, plugin widgets as progressive enhancement. +- The **data-part update-in-place vs. append** contradiction in Flue's docs (hooks reference says in-place; streaming protocol + `AgentReply.data` say append) — runtime check. +- Whether a reply needs an **echo token** binding it to the question asked, or whether transcript adjacency + agent interpretation suffice. +- What the **turn-suspension protocol** actually needs to persist (`terminate: true` tool + fresh-dispatch answer) — and how a cancelled/redirected question reads back from the session. +- UI-side **rendering ergonomics**: branching on the form tag, markdown fallback for unknown forms, `purpose`/`display` filtering of non-user-facing traffic. diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/11-logic-prototype-capture-sweep.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/11-logic-prototype-capture-sweep.md new file mode 100644 index 00000000000..0e61acf474c --- /dev/null +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/11-logic-prototype-capture-sweep.md @@ -0,0 +1,17 @@ +# Logic-prototype: capture sweep & settlement + +Type: prototype +Status: open +Blocked by: 05 + +## Question + +Do the session-as-evidence capture mechanics hold up when implemented in isolation (no substrate — mechanism semantics only)? Build a logic-prototype of the harness's sweep machinery over a synthetic session log. + +Working hypotheses to prove or refute (delegated from the Questioning-UX contract, issue 05): + +- **Range-level settlement**: settlement is declared over ranges of conversation (a vein closing), never per-question — the agent judges *when* a range has settled; the harness provides the bookkeeping (swept high-water mark). Per-question "settled" events are the rejected alternative (exchange-pair machinery through the back door). +- **Sweep idempotence**: re-sweeping a range never double-captures (the retries-idempotent kernel invariant, exercised at the sweep level). +- **Cancelled/redirected questions at sweep time**: an ask affordance committed to session but answered by cancellation, silence, or topic-change must read back honestly — as absence evidence, not as an answer. +- **Supersession across sweeps**: a later range's captures superseding an earlier range's, via the envelope's one `supersedes` link and explicit events only. +- **Conflict-resolution record**: a `conflicting` issue closes only via an explicit resolution record — a capture-layer event citing the user's utterance as evidence; the harness refuses to close the issue without it (the "no silent conflict resolution" invariant moved from wire to store). diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/map.md b/imports/brunch-agent/.scratch/elicitation-kernel/map.md index 26e3e177abf..f3f9fca190a 100644 --- a/imports/brunch-agent/.scratch/elicitation-kernel/map.md +++ b/imports/brunch-agent/.scratch/elicitation-kernel/map.md @@ -13,7 +13,8 @@ A reviewable **spec** for a standalone architecture (working name **elicitation - Tracker: local markdown (`docs/agents/issue-tracker.md`); this map and `issues/` are canonical. Ticket `Status:` values: `open` / `claimed` / `resolved`. - HITL tickets consult `/grilling` + `/domain-modeling`; research tickets resolve via `/research` subagents, AFK. - Plan, don't do: tickets resolve decisions. The spec (ticket 08) is the map's only deliverable. -- Provisional lexicon (until `/domain-modeling` hardens it): **kernel** (generic mechanism + orchestration: IR/claim graph, reconciliation, dialogue policy machinery, questioning UX), **host** (embedding environment: input surfaces/pathways + deploy target — a Flue agent, later Petrinaut/web/brunch), **plugin** (target-defining policy, umbrella term), **pack** (the separately-swappable plugin units: ElicitationPack = concept/observation/completion contracts; ProjectionPack = projection contract), **target** (artifact family being elicited), **issue** (typed backpressure from projection/validation to the elicitation controller). +- Lexicon (hardened via `/domain-modeling` 2026-08-06, during the Questioning-UX grilling; canonical home: repo `CONTEXT.md`): **substrate** (the agent framework beneath: Pi family, Flue — the charter's "harness-agnostic core" non-goal reads "substrate-agnostic"), **ui** (the user-interface shell: whatever affords interaction — rendering, input, reply transport; not bound to GUI/TUI; replaces "host"/"host-interface"), **harness** (the generic capability layer: mechanism + orchestration — the effort's essence is harness-engineering; replaces "kernel" as shell name), **plugin** (target-defining policy; composes packs, receives harness capabilities via a narrow injected context), **pack** (unchanged: ElicitationPack = concept/observation/completion contracts; ProjectionPack = projection contract; "kernel card" survives only as the pack-content unit), **target** (artifact family being elicited), **issue** (typed backpressure from projection/validation to the elicitation controller). +- **Built artifacts as proofs** (ratified 2026-08-06, from the Questioning-UX grilling): prototypes, walking skeletons, and logic-prototypes are the proof path — grilling tickets resolve decisions *provisionally* and name the proof obligations they delegate to prototype tickets, rather than pinning everything through precedent + conversation alone. - Primary references: [docs/inbox/agentic-elicitation-challenges-2026-08-06T10-02-41Z.md](../../docs/inbox/agentic-elicitation-challenges-2026-08-06T10-02-41Z.md) (turn 1: four contracts, packs, IR) and [docs/inbox/agentic-elicitation-criteria-2026-08-06T14-11-18Z.md](../../docs/inbox/agentic-elicitation-criteria-2026-08-06T14-11-18Z.md) (turn 2: hourglass, proof obligations, invariants, smells, test matrix) - Reference codebase (read-only): `../brunch` — esp. `src/agents/runtime/elicitor/`, `src/exchanges/`, `src/agents/skills/` - External: [Flue docs](https://flueframework.com/docs/guide/why-flue/), [zil-lean](https://github.com/jagg-ix/zil-lean) @@ -35,6 +36,8 @@ A reviewable **spec** for a standalone architecture (working name **elicitation +- [Questioning-UX contract](issues/05-questioning-ux-contract.md) — the reframe: **no exchange-pair ontology** — conversation is primary, structured questions are **affordance emissions** committed to session as evidence, capture via idempotent **range-sweeps** on agent-judged, range-level **settlement**; shells renamed **substrate / ui / harness / plugin** (the effort's essence is *harness-engineering*; IoC via narrow injected PluginContext — the ask API is part of it); harness fixes: three baseline shapes + questionnaire chaining, absence interpret-by-default/afford-when-structured, **one multiplexed data channel** with markdown floor (Flue: outbound rich / inbound string-only), interpretation render harness-owned with plugin-optional typed renderer (JSON default), conflicts close only via explicit **resolution records**, no question-budget machinery (economical interviewing = judgment guidance); all shape-level commitments are working hypotheses with proof obligations delegated to the two prototype tickets created here (10, 11); **built-artifacts-as-proofs** ratified into Notes. + - [Contract decomposition](issues/04-contract-decomposition.md) — the load-bearing resolution: **agent-forward hybrid** (agent judgment owns the loop; deterministic mechanism as tools; typed-issue backpressure); **no universal IR** — the kernel owns only a domain-free **capture envelope** (evidence spans, epistemic-status enum, absence states, alternatives, one `supersedes` link) around opaque plugin payloads, no kernel edges or graph (conflicts/equivalence are typed issues, resolved only explicitly); operations tiered `project`+`validate` required / `reconcile` optional / `observe` agent-native, all snapshot-in/deltas-out with typed loss reports; **facts computed, weights judged** dialogue policy (no scoring engine); packs = kernel cards + shapes + validators + shallow schemas + completion contract; smallest-honest-plugin test; five proof obligations + ten kernel invariants + gating tests (reprojection, minimal pairs, black-box authoring) adopted as spec acceptance material; multi-plugin composition, removal, replay, capability negotiation, versioning deferred to fog. Full ownership table in the ticket. - [Flue architecture deep-read](issues/01-flue-architecture-deep-read.md) — embedding is Flue's grain: ship the kernel as a custom hook (`useElicitationKernel(plugin)`) + exportable `defineTool`s over a thin host-authored `'use agent'` module; Pi is exposed only at the provider layer (no path to Pi's loop/extensions — brunch-style Pi assumptions don't transfer); durability contract identical local/remote but storage/ownership differ; **no first-class ask-the-user primitive — the kernel must own its turn-suspension protocol** (`terminate: true` tool + persistent state + data part, answer arrives as fresh dispatch); constraints: Valibot at every schema boundary, stable-tool-set cache economics, subagents conversationally sterile, non-React hosts must build on `@flue/sdk`. diff --git a/imports/brunch-agent/CONTEXT.md b/imports/brunch-agent/CONTEXT.md new file mode 100644 index 00000000000..d08bdd7d19d --- /dev/null +++ b/imports/brunch-agent/CONTEXT.md @@ -0,0 +1,50 @@ +# Elicitation Kernel + +Vocabulary for the elicitation-kernel effort: a standalone architecture generalizing brunch's elicitor into agentic interviewing against pluggable elicitation targets. + +## Language + +### Shells + +**Substrate**: +The agent framework the system is built on — the Pi family, Flue — including the embedding environment's concerns: deploy target, storage-port implementation, artifact delivery, model/provider. (The retired term "host" silently bundled these with interface concerns; they split into substrate and UI. The charter non-goal "harness-agnostic core" predates this glossary and reads "substrate-agnostic".) +_Avoid_: harness (for Pi/Flue), platform, host (for the embedding environment) + +**UI**: +The interface shell: whatever affords user interaction — rendering, input, reply transport. Not bound to GUI or TUI; a chat channel qualifies. +_Avoid_: host, host-interface, frontend, client + +**Harness**: +The middle shell and the essence of the effort: the generic capability layer of the elicitation system — mechanism and orchestration (the conversation loop, the `ask` API, capture envelope, issue queue, sweep bookkeeping). Injected into plugins as a narrow context; never owned by them. +_Avoid_: kernel, core, elicitor (as a shell name — "elicitor" may name the whole system) + +**Plugin**: +The innermost shell: target-defining policy. Declares packs, forms, and validators; composes at authoring time; receives harness capabilities by injection. Mostly policy — mechanism stays in the harness. +_Avoid_: extension, pack (a pack is a unit *within* a plugin) + +### Interaction + +**Affordance**: +A structured interactive element (question form, choice strip, questionnaire) emitted into the conversation stream as a rendered enhancement. Not a state machine — the conversation stays primary, and an affordance's payload is evidence in the session like any other entry. +_Avoid_: exchange, exchange pair, terminal (brunch's retired turn-by-turn ontology) + +**Capture**: +Extraction of structured evidence — envelope plus plugin-typed payload — from session entries. Produced by sweeps, never written directly during conversation. +_Avoid_: extraction, harvest + +**Sweep**: +An idempotent pass over a settled range of session entries that produces captures. Re-sweeping a range never double-captures. + +**Settlement**: +The agent-judged event marking a range of conversation (a vein closing) ready to sweep. Always range-level, never per-question. +_Avoid_: exchange completion + +**Interpretation render**: +The harness-owned affordance form showing current captured state — the harness frames envelope semantics; the plugin's renderer definition (typed against its own payload shapes) supplies the content view when provided, with a harness default (plain JSON view) otherwise. +_Avoid_: digest (brunch's form) + +**Walking skeleton**: +A prototype that proves a transport or integration end-to-end on the real substrate (e.g. a real Flue agent + web UI) with stubbed internals. + +**Logic-prototype**: +A prototype that locks down mechanism semantics (e.g. capture sweeps, settlement) in isolation, without the full host substrate. From ebe946ed1912a9ed1dad551a7ffca94c1d8a9e49 Mon Sep 17 00:00:00 2001 From: Lu Nelson Date: Fri, 7 Aug 2026 14:39:52 +0200 Subject: [PATCH 03/65] Resolve walking skeleton: Flue question round-trip (issue 10) Transport proven with one amendment: affordance identity moves to the ask tool's output part; fixed data channel is one-live-slot per message. Prototype captured on branch prototype/10-flue-roundtrip. Co-Authored-By: Claude Fable 5 --- .../10-walking-skeleton-flue-roundtrip.md | 24 ++++++++++++++++++- .../.scratch/elicitation-kernel/map.md | 1 + 2 files changed, 24 insertions(+), 1 deletion(-) diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md index 1393c5e2fb1..7706a495bee 100644 --- a/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md @@ -1,7 +1,8 @@ # Walking skeleton: Flue question round-trip Type: prototype -Status: open +Status: resolved +Resolved: 2026-08-07 Blocked by: 05 ## Question @@ -15,3 +16,24 @@ Proves or refutes (proof obligations delegated from the Questioning-UX contract, - Whether a reply needs an **echo token** binding it to the question asked, or whether transcript adjacency + agent interpretation suffice. - What the **turn-suspension protocol** actually needs to persist (`terminate: true` tool + fresh-dispatch answer) — and how a cancelled/redirected question reads back from the session. - UI-side **rendering ergonomics**: branching on the form tag, markdown fallback for unknown forms, `purpose`/`display` filtering of non-user-facing traffic. + +## Answer + +> Resolved by walking skeleton, 2026-08-07. Real Flue agent (`@flue/runtime` 2.0.3, vite 8, Node target, no db) + React UI (`useFlueAgent`), driven live over multiple conversations: full round-trips through single-choice, free-text, an unknown form, absence-strip taps, and a redirect. Prototype captured on branch **`prototype/10-flue-roundtrip`** (`prototypes/flue-roundtrip/` — README documents the probes; `probe-stream.mjs` is the SSE-level evidence). + +**Overall: the transport holds — with one load-bearing amendment.** The one-channel questioning transport survives contact with the real runtime, but the fixed data channel is a *one-live-affordance slot per message*, not an accumulating log, so affordance **identity** must ride the ask tool's output part, not the channel. + +### Verdict per proof obligation + +1. **One-channel multiplex: PROVEN, amended.** One `data-exchange` channel carried three forms (single-choice, free-text, and the deliberately unknown `rating-stars`); the UI branched on the `form` tag, rendered widgets for known forms and the markdown floor for the unknown one, and reply transport stayed string-only throughout. **The amendment:** writes to one channel name materialize *last-write-wins per assistant message* — forced two `ask_user` calls in one turn, and the first question's affordance was silently clobbered from the durable record (both `dynamic-tool` parts survived, with inputs and validated outputs). So: the channel is a "current affordance" surface; per-ask identity and payload belong on the ask tool's `output` (Flue's React docs bless exactly this — tool output parts exist "so applications can render custom tool interfaces"). A kernel invariant follows: **the ask tool must reject a second ask in the same batch** (mechanism, not instruction — the stub's instruction-level "one question at a time" held until deliberately overridden, but the guarantee belongs in the tool). +2. **Update-in-place vs append: SETTLED — update-in-place, at every layer.** The hooks reference wins; the streaming protocol's "append" describes delta chunks, not part materialization. Evidence: two same-channel writes (`draft` → `open`) produced two SSE deltas but every snapshot held exactly one part; durable history holds one part (final value); even `readSubmissionReply`'s "emit order" array returns one entry. Clients DO see intermediate values live (progress rendering works); only the final value persists. +3. **Echo token: NOT NEEDED for the tested shapes — adjacency + persistent pending state suffice.** All replies were bare strings (typed text, choice-button labels, absence taps, a mid-stream redirect); the agent bound every one to the correct `exchangeId` because the pending question (with its id) is interpolated into the instructions from `usePersistentState`. The binding evidence is the `record_interpretation` tool part citing the exchangeId — session evidence, exactly as issue 05 hypothesized. Untested residual: simultaneous multiple open questions (ruled out by the one-ask invariant above) and long-delay/interleaved answers. +4. **Turn suspension: WORKS, with a wake wart.** `terminate: true` + pending question in `usePersistentState` + answer-as-fresh-dispatch is sufficient; nothing else needed persisting. A cancelled/redirected question reads back cleanly: the affordance part stays in the transcript, and the `record_interpretation` part (`outcome: redirected`, `epistemicStatus: stated`) is the resolution evidence — the store-level guarantee issue 05 wanted. **The wart:** writing pending-state that's interpolated into instructions triggers a "System instructions updated" advisory *after* the terminating batch, which wakes the model for an extra turn that emits redundant "I'm still waiting…" text — one wasted model call per ask, plus transcript noise. Spec options: don't interpolate the pending question into instructions (keep it in state only, or narrate it inside the ask tool's result), or accept and UI-filter. Related fact: a mixed batch (non-terminating `record_interpretation` + terminating `ask_user`) still suspended correctly. +5. **Rendering ergonomics: PROVEN.** Form-tag branching, markdown fallback, and read-back of a whole past conversation from durable history (including resolved-question dimming derived purely from `record_interpretation` parts in the transcript — no side store) all worked first try. Messages carry `purpose` and `display` fields (`display: "diagnostic"` on the advisory noise) — the UI must filter on them; the skeleton didn't at first, and the advisories rendered as visible cards. + +### Incidental facts worth the spec's attention + +- **`@flue/vite` hard-requires vite ^8** (its `parseAstAsync` TS support); on vite 6 the `'use agent'` scan dies with a bare parse error. The directive must also be the file's first statement. +- **The Flue dev controller gives `app.ts` the entire request space** — no fall-through to vite's HTML serving — so a co-located browser UI is served by the Hono app itself (vite still transforms module requests, but react-refresh/HMR is off the table without a second server). A real deployment would face the same: the ui shell is a separate app or app-served static assets. +- Data-channel writes are Valibot-validated per write; `body: v.any()` works fine as the opaque plugin-payload slot with typed envelope fields around it. +- Restart durability untested by design (no `db.ts` → process-memory conversations; a restart wipes them — consistent with the deploy-target-owns-persistence hypothesis). diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/map.md b/imports/brunch-agent/.scratch/elicitation-kernel/map.md index f3f9fca190a..bf2ee679451 100644 --- a/imports/brunch-agent/.scratch/elicitation-kernel/map.md +++ b/imports/brunch-agent/.scratch/elicitation-kernel/map.md @@ -36,6 +36,7 @@ A reviewable **spec** for a standalone architecture (working name **elicitation +- [Walking skeleton: Flue question round-trip](issues/10-walking-skeleton-flue-roundtrip.md) — **transport proven, one amendment**: the one-channel multiplex works end-to-end (three forms, markdown floor, string-only replies, absence strip, redirect), but the fixed data channel is a *one-live-affordance slot per message* (update-in-place at every layer — stream, history, reply read-back), so per-ask identity/payload must ride the ask tool's **output part** and the kernel must **reject a second ask per batch** as mechanism; echo token not needed (adjacency + persistent pending state bound every bare-string reply); turn suspension (`terminate: true` + persistent state + fresh dispatch) sufficient, with a wake wart — instruction-interpolated pending state triggers an extra "instructions updated" model turn per ask; cancelled/redirected questions read back cleanly via `record_interpretation` evidence. Flue facts: `@flue/vite` needs vite ^8; dev server gives `app.ts` the whole request space (ui is app-served). Prototype on branch `prototype/10-flue-roundtrip`. - [Questioning-UX contract](issues/05-questioning-ux-contract.md) — the reframe: **no exchange-pair ontology** — conversation is primary, structured questions are **affordance emissions** committed to session as evidence, capture via idempotent **range-sweeps** on agent-judged, range-level **settlement**; shells renamed **substrate / ui / harness / plugin** (the effort's essence is *harness-engineering*; IoC via narrow injected PluginContext — the ask API is part of it); harness fixes: three baseline shapes + questionnaire chaining, absence interpret-by-default/afford-when-structured, **one multiplexed data channel** with markdown floor (Flue: outbound rich / inbound string-only), interpretation render harness-owned with plugin-optional typed renderer (JSON default), conflicts close only via explicit **resolution records**, no question-budget machinery (economical interviewing = judgment guidance); all shape-level commitments are working hypotheses with proof obligations delegated to the two prototype tickets created here (10, 11); **built-artifacts-as-proofs** ratified into Notes. - [Contract decomposition](issues/04-contract-decomposition.md) — the load-bearing resolution: **agent-forward hybrid** (agent judgment owns the loop; deterministic mechanism as tools; typed-issue backpressure); **no universal IR** — the kernel owns only a domain-free **capture envelope** (evidence spans, epistemic-status enum, absence states, alternatives, one `supersedes` link) around opaque plugin payloads, no kernel edges or graph (conflicts/equivalence are typed issues, resolved only explicitly); operations tiered `project`+`validate` required / `reconcile` optional / `observe` agent-native, all snapshot-in/deltas-out with typed loss reports; **facts computed, weights judged** dialogue policy (no scoring engine); packs = kernel cards + shapes + validators + shallow schemas + completion contract; smallest-honest-plugin test; five proof obligations + ten kernel invariants + gating tests (reprojection, minimal pairs, black-box authoring) adopted as spec acceptance material; multi-plugin composition, removal, replay, capability negotiation, versioning deferred to fog. Full ownership table in the ticket. From e377e8d388af571cbed2b1c3a2861223881768d0 Mon Sep 17 00:00:00 2001 From: Lu Nelson Date: Fri, 7 Aug 2026 16:31:25 +0200 Subject: [PATCH 04/65] Map: add exploded-view diagnostic harness to Not yet specified Co-Authored-By: Claude Fable 5 --- imports/brunch-agent/.scratch/elicitation-kernel/map.md | 1 + 1 file changed, 1 insertion(+) diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/map.md b/imports/brunch-agent/.scratch/elicitation-kernel/map.md index bf2ee679451..2bf3a375198 100644 --- a/imports/brunch-agent/.scratch/elicitation-kernel/map.md +++ b/imports/brunch-agent/.scratch/elicitation-kernel/map.md @@ -49,6 +49,7 @@ A reviewable **spec** for a standalone architecture (working name **elicitation ## Not yet specified +- Diagnostic "exploded view" harness for HITL prototype sessions — an instrumented walking-skeleton UI with parallel state readout and labeled moving parts (persistent state, pending affordance slot, tool traffic, terminate boundaries, advisory wakes, activation timing) so the human can react to internals, not just the chat surface; surfaced by the user after the ticket-10 walking skeleton, wanted "at some point" — sharpens once the next prototype ticket exists to host it - Spec permanence / sessions-roam-across-specs — shapes what artifacts the elicitor emits and how sessions relate to them; may graduate once the contract decomposition lands - Unstructured-ingest crossover at scale — the IR inside the contract-decomposition ticket absorbs the parsing/mapping core; what remains foggy is bulk/brownfield ingest as a first-class mode - elicit-to-petri-net as a future plugin — abstract questions (what fits a net; what IR precedes a net) wait until the pack model exists From fa4f28d81ff47870f7d26d6a08981904e979849e Mon Sep 17 00:00:00 2001 From: Lu Nelson Date: Fri, 7 Aug 2026 16:34:38 +0200 Subject: [PATCH 05/65] Ticket 10: record ratified questionnaire reading (single multi-step affordance, UI-driven progression) Co-Authored-By: Claude Fable 5 --- .../issues/10-walking-skeleton-flue-roundtrip.md | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md index 7706a495bee..a11c3a0688b 100644 --- a/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/10-walking-skeleton-flue-roundtrip.md @@ -37,3 +37,7 @@ Proves or refutes (proof obligations delegated from the Questioning-UX contract, - **The Flue dev controller gives `app.ts` the entire request space** — no fall-through to vite's HTML serving — so a co-located browser UI is served by the Hono app itself (vite still transforms module requests, but react-refresh/HMR is off the table without a second server). A real deployment would face the same: the ui shell is a separate app or app-served static assets. - Data-channel writes are Valibot-validated per write; `body: v.any()` works fine as the opaque plugin-payload slot with typed envelope fields around it. - Restart durability untested by design (no `db.ts` → process-memory conversations; a restart wipes them — consistent with the deploy-target-owns-persistence hypothesis). + +## Comments + +**2026-08-07 (user, post-resolution):** Ratified reading of the questionnaire dimension against the clobbering finding — the whole questionnaire is a **single affordance with multiple steps**, not per-question affordances. The **one-ask-per-batch invariant stands** even though one ask may carry multiple questions passed in the same call. **Progression is UI-driven**: the payload carries all N questions, the ui walks them locally, answers return as evidence (individually or batched), and the agent interprets on settlement — zero intermediate model turns, sidestepping the wake-wart. Interpretation-on-settlement hands off to the capture-sweep semantics in ticket 11. From 4f10557c33fcf7cffd970ffdc4bc86a5d905d8fc Mon Sep 17 00:00:00 2001 From: Lu Nelson Date: Fri, 7 Aug 2026 17:11:42 +0200 Subject: [PATCH 06/65] Resolve capture-sweep logic-prototype (issue 11); graduate multi-session fog (issue 12) All five capture hypotheses hold in the working prototype (branch prototype/11-capture-sweep). Resolution sharpens each: trigger-vs-judgment settlement, mechanical-vs-semantic idempotence, absences-as-evidence, single-hop supersession as lost-update guard, two supersession channels. Amendments: two validation strata (envelope harness-owned / payload plugin-owned), op cadence as pure orchestration policy, resume-time sweep reconciliation. New grilling ticket 12 (multi-session elicitation & durable target state) graduates the spec-permanence fog; spec assembly (08) now also blocked by 10, 11, 12. Co-Authored-By: Claude Fable 5 --- .../issues/08-assemble-the-spec.md | 2 +- .../11-logic-prototype-capture-sweep.md | 44 ++++++++++++++++++- .../issues/12-multi-session-durable-target.md | 20 +++++++++ .../.scratch/elicitation-kernel/map.md | 2 +- 4 files changed, 65 insertions(+), 3 deletions(-) create mode 100644 imports/brunch-agent/.scratch/elicitation-kernel/issues/12-multi-session-durable-target.md diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/08-assemble-the-spec.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/08-assemble-the-spec.md index 05d9517eee0..f1ec7e9728f 100644 --- a/imports/brunch-agent/.scratch/elicitation-kernel/issues/08-assemble-the-spec.md +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/08-assemble-the-spec.md @@ -2,7 +2,7 @@ Type: task Status: open -Blocked by: 04, 05, 06, 07, 09 +Blocked by: 04, 05, 06, 07, 09, 10, 11, 12 ## Question diff --git a/imports/brunch-agent/.scratch/elicitation-kernel/issues/11-logic-prototype-capture-sweep.md b/imports/brunch-agent/.scratch/elicitation-kernel/issues/11-logic-prototype-capture-sweep.md index 0e61acf474c..8960cd65172 100644 --- a/imports/brunch-agent/.scratch/elicitation-kernel/issues/11-logic-prototype-capture-sweep.md +++ b/imports/brunch-agent/.scratch/elicitation-kernel/issues/11-logic-prototype-capture-sweep.md @@ -1,7 +1,8 @@ # Logic-prototype: capture sweep & settlement Type: prototype -Status: open +Status: resolved +Resolved: 2026-08-07 Blocked by: 05 ## Question @@ -15,3 +16,44 @@ Working hypotheses to prove or refute (delegated from the Questioning-UX contrac - **Cancelled/redirected questions at sweep time**: an ask affordance committed to session but answered by cancellation, silence, or topic-change must read back honestly — as absence evidence, not as an answer. - **Supersession across sweeps**: a later range's captures superseding an earlier range's, via the envelope's one `supersedes` link and explicit events only. - **Conflict-resolution record**: a `conflicting` issue closes only via an explicit resolution record — a capture-layer event citing the user's utterance as evidence; the harness refuses to close the issue without it (the "no silent conflict resolution" invariant moved from wire to store). + +## Answer + +> Resolved by logic-prototype + HITL reaction, 2026-08-07. Prototype on throwaway branch `prototype/11-capture-sweep` (commit d235258): single-file demo ([11-capture-sweep.html](../prototypes/11-capture-sweep.html), working-tree copy left untracked for double-clicking) + headless driver (32 checks passing) + browser walkthrough smoke (refusals land exactly on the deliberately-illegal steps, no console errors). The pure reducer module — the liftable part — is the demo's first script block. + +### Verdict: all five hypotheses hold, each sharpened + +1. **Range-level settlement — holds.** Zero per-ask state exists anywhere in the model; the swept high-water mark is the only sweep bookkeeping. Sharpened by the reaction: settlement decomposes into **trigger** (when to invoke the judgment — substrate lifecycle events such as turn-end/agent-settled; wiring proof delegated to ticket 10) and **judgment** (the agent names `upTo`). The race with concurrent user input is benign by construction: a sweep asserts only "read up to N," never "conversation paused" — new entries land above the high-water mark, in the next range. +2. **Sweep idempotence — holds, split in two.** The harness guarantee is **mechanical** idempotence via evidence-anchored capture identity (dedup key = evidence spans + payload/absence) — aligned with where retries actually occur, since a retried tool call re-executes byte-identical proposals. **Semantic** re-interpretation (a fresh judgment re-phrasing the same fact) is deliberately not a harness concern: that is plugin `reconcile` + `possibly-equivalent` issues. Identity is **content-based, not range-based**: a re-sweep never double-captures but *can repair omissions* (exercised in the dodged-question walkthrough). Epistemic status is excluded from identity — revising the epistemic reading of unchanged evidence requires explicit supersession, never a silent update. +3. **Honest absence — holds.** A dodge reads back as `declined (inferred)`, a strip tap as `deferred (explicit)`; neither is an answer, and transport outcome never conflates with epistemic absence. Absences are **evidence, not agenda**: the re-ask path runs through plugin `validate` → typed issues, with completion evaluation as the backstop for unresolved deferrals on required concepts. Adopted mechanism: the **unaccounted-ask advisory** — a swept range containing an ask with no reply and no capture citing it makes the harness report the fact and block nothing. +4. **Explicit supersession — holds.** Supersession is single-hop over **active heads only**: superseding an already-superseded capture is refused, which is the lost-update guard (a corrector must confront the current head, so history stays a chain, never a silently forking tree). Sweeps validate and apply atomically; superseded captures remain visible — corrections don't erase history. +5. **No silent conflict resolution — holds, with the wrinkle.** A bare close is refused; a resolution citing the *agent's* words is refused; only a record citing the user's utterance closes a `conflicting` issue. Wrinkle: the envelope's one creation-time `supersedes` link cannot adjudicate between two *already-existing* alternatives — there are **two supersession channels**: the link (sweep-time correction) and the resolution record (issue-time adjudication). Related: the winning capture keeps its original epistemic status while authority sits in the record, suggesting per-capture status be **derived at read time** (echoes the derived-label approach from the formal-verification canon survey, issue 09). + +### Amendments to prior decisions (from the HITL reaction) + +- **Two validation strata**, amending the operation tiering in Contract decomposition (04): **envelope-level, harness-owned** — hard invariants enforced as refusals (provenance required, value-xor-absence, single-hop supersession) plus computed facts raised as advisories or generic `possibly-equivalent` issues (same-evidence duplicate actives, near-identical payload text — the harness can compare payloads as strings without understanding them) — versus **payload-level, plugin-owned** (`validate`/`reconcile` as already decided). Strengthens the smallest-honest-plugin test: a flat-record plugin gets generic duplicate detection for free. +- **Op cadence is orchestration policy, not correctness.** Nothing had pinned when `project`/`validate`/`reconcile` run; snapshot-in/deltas-out purity means the harness may run them at any time without changing outcomes. Sweep-completion is the default trigger; the spec states cadence as explicit harness policy. +- **Resume-time sweep reconciliation.** A session ending between settlement judgment and sweep leaves an unswept tail — a computable fact (entries above the high-water mark). On resume the harness surfaces it as an advisory and the agent judges whether to sweep before proceeding. Facts computed, weights judged. + +### Graduated + +The multi-session question raised in the reaction (target state durable beyond sessions; interleaved sessions against one target; re-entry semantics) graduates the map's "Spec permanence / sessions-roam-across-specs" fog → [Multi-session elicitation & durable target state](12-multi-session-durable-target.md). The prototype's decomposition carries it: durable capture store / per-session evidence logs / sweep as sole bridge, with the single-hop refusal doubling as the stale-session guard. + +## Comments + +**2026-08-07 (prototype built — awaiting your reaction; HITL).** The logic-prototype is done and the mechanics were exercised end-to-end. **Provisional verdict: all five hypotheses hold**, with two design wrinkles surfaced for the spec. + +**Assets** (throwaway branch `prototype/11-capture-sweep`, commit d235258): + +- [11-capture-sweep.html](../prototypes/11-capture-sweep.html) — single-file shareable demo; double-click to open. Also left untracked in the working tree at the same path. Five guided walkthroughs (one per hypothesis, including every deliberately-illegal move) plus a free-play console with evidence-ticking and a sweep-proposal builder. The pure reducer module (no DOM) is the first ` + + diff --git a/imports/brunch-agent/apps/dev/package.json b/imports/brunch-agent/apps/dev/package.json new file mode 100644 index 00000000000..e0f94eafda4 --- /dev/null +++ b/imports/brunch-agent/apps/dev/package.json @@ -0,0 +1,27 @@ +{ + "name": "@brunch/dev", + "version": "0.0.0", + "private": true, + "type": "module", + "description": "The dev/demo vehicle: local dev loop, target gallery, diagnostic probe surface. Not the product.", + "scripts": { + "dev": "vite dev", + "build": "vite build && vite build --config vite.client.config.ts" + }, + "dependencies": { + "@brunch/binding-flue": "workspace:*", + "@brunch/core": "workspace:*", + "@brunch/plugin-gherkin": "workspace:*", + "@flue/runtime": "^2.0.3", + "hono": "^4.6.0", + "react": "^19.0.0", + "react-dom": "^19.0.0", + "valibot": "^1.4.2" + }, + "devDependencies": { + "@flue/vite": "^2.0.3", + "@types/react": "^19.0.0", + "@types/react-dom": "^19.0.0", + "vite": "^8" + } +} diff --git a/imports/brunch-agent/apps/dev/src/agents/gherkin-elicitor.ts b/imports/brunch-agent/apps/dev/src/agents/gherkin-elicitor.ts new file mode 100644 index 00000000000..645a5152724 --- /dev/null +++ b/imports/brunch-agent/apps/dev/src/agents/gherkin-elicitor.ts @@ -0,0 +1,61 @@ +'use agent'; +/** + * The gherkin elicitor (spec §12.5: one agent per target). + * + * Named as a noun — the thing, not the act — and read target-first, so the + * family sorts together as targets multiply: `gherkin-elicitor`, + * `assurance-elicitor`. + * + * The product is the harness library in a thin host-authored agent — Flue's + * build-time scan makes the alternative structurally unavailable, since a + * library cannot ship a pre-registered agent (spec §12.1). So this module is + * deliberately thin: it mounts harness capability and holds no elicitation + * semantics of its own. + * + * Three recorded Flue constraints are honoured here by construction (spec §10): + * the `'use agent'` directive is the file's first statement; `agentName` is a + * pinned string literal, because conversation storage keys on it; and the tool + * set is static, because prompt-cache economics forbid per-question tool + * swapping. + */ + +import { askTool } from '@brunch/binding-flue'; +import { gherkin } from '@brunch/plugin-gherkin'; +import { useModel, useTool, type AgentProps } from '@flue/runtime'; +import * as v from 'valibot'; + +export function GherkinElicitor(_props: AgentProps) { + useModel('anthropic/claude-haiku-4-5'); + useTool(askTool); + + return `You are interviewing someone about ${gherkin.targetDomain}.`; +} + +/** + * Pinned, and never to be edited: conversation storage keys on this literal, + * so changing it orphans every existing conversation. Flue requires a string + * literal here because build targets derive durable identifiers from it before + * any user code runs. + * + * Product-prefixed on purpose, and this is the one place the prefix is not + * cosmetic. Agent identities are global per application, and the September + * demo shell is chartered to mount this library alongside the Petrinaut + * libraries — a bare `gherkin-elicitor` could collide with another library's + * agent, and the collision would land on durable conversation storage. + * + * The exported symbol stays the shorter `GherkinElicitor` because it reads + * better at the mount site; `agentName` exists precisely to let durable + * identity and source-level name differ. + */ +GherkinElicitor.agentName = 'brunch-gherkin-elicitor'; + +/** + * Session→document binding (spec §9.1, adjudication L4): a new session's + * `initialData` carries the target-document id, validated once at creation and + * immutable thereafter — Flue's own lane for a target descriptor. Dispatching + * to an existing conversation id resumes that session against the current state + * of its target-document. + */ +GherkinElicitor.initialData = v.object({ + targetDocumentId: v.pipe(v.string(), v.nonEmpty()), +}); diff --git a/imports/brunch-agent/apps/dev/src/app.ts b/imports/brunch-agent/apps/dev/src/app.ts new file mode 100644 index 00000000000..ac0a1ef4b74 --- /dev/null +++ b/imports/brunch-agent/apps/dev/src/app.ts @@ -0,0 +1,50 @@ +/** + * The dev app's route map — the "mount" half of the thin host (spec §12.1). + * + * The dev app is chartered with three roles, none of them "the product" + * (spec §12.5): the local dev loop against every plugin, the colleague-facing + * target-gallery demo, and the diagnostic probe surface. Milestone one keeps + * affordance renderers here rather than in a ui package. + */ + +import { readFile } from 'node:fs/promises'; +import { createAgentRouter } from '@flue/runtime/routing'; +import { Hono } from 'hono'; +import { GherkinElicitor } from './agents/gherkin-elicitor.ts'; + +const app = new Hono(); + +// One route per target agent. The gallery grows an entry per plugin; gherkin +// is the tracer that wires end-to-end first (spec §13). +app.route('/agents/brunch-gherkin-elicitor', createAgentRouter(GherkinElicitor)); + +// The flue dev controller owns the whole request space — no fall-through to +// vite's html serving — so the ui is app-served, in dev and in production +// alike (spec §10, recorded facts). +// +// Two different files, because two different builds produce them: in dev, the +// source `index.html` whose script tag vite resolves live; in production, the +// client build's emitted `index.html`, whose script tag points at a real +// bundled asset. `@flue/vite` emits the server environment only, so that +// client build is a second, plain vite build — without it the ui tree would +// have no build coverage at all. +const uiRoot = new URL(import.meta.env.DEV ? '../' : './client/', import.meta.url); + +app.get('/', async (c) => c.html(await readFile(new URL('index.html', uiRoot), 'utf8'))); + +// Production only: in dev, vite serves the module graph under /src. +app.get('/assets/:file', async (c) => { + const file = c.req.param('file'); + // Path traversal would otherwise read anything on disk relative to the + // bundle. Only the flat asset names the client build emits are servable. + if (!/^[\w.-]+\.(js|css|map)$/.test(file)) return c.notFound(); + try { + const body = await readFile(new URL(`assets/${file}`, uiRoot), 'utf8'); + const type = file.endsWith('.css') ? 'text/css' : 'text/javascript'; + return c.body(body, 200, { 'content-type': type }); + } catch { + return c.notFound(); + } +}); + +export default app; diff --git a/imports/brunch-agent/apps/dev/src/db.ts b/imports/brunch-agent/apps/dev/src/db.ts new file mode 100644 index 00000000000..a93b7c48953 --- /dev/null +++ b/imports/brunch-agent/apps/dev/src/db.ts @@ -0,0 +1,17 @@ +/** + * The substrate's conversation storage — host-authored because Flue requires + * it of the consuming app (spec §9.6, adjudication C1). + * + * Not to be confused with the capture store: that is the harness's storage + * port, harness-defined and implemented in `@brunch/binding-flue`, and plugins are + * blind to both. This file holds only the live transport copy of conversations. + * The provenance record is the target-document's own session-log archive. + * + * Without this file conversations are process-memory and a restart loses them + * (recorded Flue fact, spec §10). Restart durability of the full stack is an + * open verification item (spec §14.5) that this file exists to make testable. + */ + +import { sqlite } from '@flue/runtime/node'; + +export default sqlite(process.env.BRUNCH_DEV_DB_PATH ?? './.data-wipe-me/conversations.db'); diff --git a/imports/brunch-agent/apps/dev/src/ui/main.tsx b/imports/brunch-agent/apps/dev/src/ui/main.tsx new file mode 100644 index 00000000000..cddd356c35b --- /dev/null +++ b/imports/brunch-agent/apps/dev/src/ui/main.tsx @@ -0,0 +1,19 @@ +/** + * The dev app's ui entry. + * + * The ui shell renders parts and transports replies; it owns no elicitation + * semantics (spec §4). A dedicated ui-affordance package is named and deferred + * — milestone one keeps renderers here (spec §12.5). + * + * The chat surface itself lands with the walking skeleton. Note what does and + * does not cover this file: `@flue/vite` builds the server environment only, + * so `vite build` never transforms it — `tsc` and `vite dev` are its whole + * safety net until a client build exists. + */ + +import { createRoot } from 'react-dom/client'; + +const container = document.getElementById('root'); +if (!container) throw new Error('index.html is missing its #root container'); + +createRoot(container).render(
Elicitation harness — dev app
); diff --git a/imports/brunch-agent/apps/dev/vite.client.config.ts b/imports/brunch-agent/apps/dev/vite.client.config.ts new file mode 100644 index 00000000000..5025201452e --- /dev/null +++ b/imports/brunch-agent/apps/dev/vite.client.config.ts @@ -0,0 +1,30 @@ +import { defineConfig } from 'vite'; + +/** + * The client build — a second, plain Vite build alongside the Flue one. + * + * `@flue/vite` forces `build.ssr` with its own fixed inputs, so the main build + * emits the server and nothing else: `index.html` and everything it pulls in + * are never transformed by it. Without this config the ui tree has no build + * coverage at all, and a client-side break stays invisible until someone opens + * the page in `vite dev`. + * + * Deliberately not the flue plugin: in dev the flue controller owns the whole + * request space and serves the ui itself, so this config exists only to + * produce — and thereby typecheck-and-bundle — the production client. + */ +export default defineConfig({ + build: { + outDir: 'dist/client', + emptyOutDir: true, + // Referenced by app.ts when serving the built ui; a hashed filename would + // have to be looked up through the manifest for no gain at this size. + rollupOptions: { + output: { + entryFileNames: 'assets/[name].js', + chunkFileNames: 'assets/[name].js', + assetFileNames: 'assets/[name][extname]', + }, + }, + }, +}); diff --git a/imports/brunch-agent/apps/dev/vite.config.ts b/imports/brunch-agent/apps/dev/vite.config.ts new file mode 100644 index 00000000000..94e7c012764 --- /dev/null +++ b/imports/brunch-agent/apps/dev/vite.config.ts @@ -0,0 +1,11 @@ +import { flue } from '@flue/vite'; +import { defineConfig } from 'vite'; + +// No @vitejs/plugin-react: the flue plugin's dev controller owns the whole +// request space and hands every request to app.ts, with no fall-through to +// vite's html middleware — so index.html is app-served and react-refresh's +// preamble injection would never run (recorded Flue fact, spec §10). Vite's +// core esbuild transform still compiles the .tsx modules. +export default defineConfig({ + plugins: [flue()], +}); diff --git a/imports/brunch-agent/bun.lock b/imports/brunch-agent/bun.lock new file mode 100644 index 00000000000..01c5673381f --- /dev/null +++ b/imports/brunch-agent/bun.lock @@ -0,0 +1,844 @@ +{ + "lockfileVersion": 1, + "configVersion": 1, + "workspaces": { + "": { + "name": "brunch-lite", + "devDependencies": { + "@types/bun": "^1.3.0", + "oxfmt": "^0.5.0", + "oxlint": "^1.42.0", + "typescript": "^5.9.0", + "vite": "^8", + }, + }, + "apps/dev": { + "name": "@brunch/dev", + "version": "0.0.0", + "dependencies": { + "@brunch/binding-flue": "workspace:*", + "@brunch/core": "workspace:*", + "@brunch/plugin-gherkin": "workspace:*", + "@flue/runtime": "^2.0.3", + "hono": "^4.6.0", + "react": "^19.0.0", + "react-dom": "^19.0.0", + "valibot": "^1.4.2", + }, + "devDependencies": { + "@flue/vite": "^2.0.3", + "@types/react": "^19.0.0", + "@types/react-dom": "^19.0.0", 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inherited from Bun's current default. +# +# The isolated linker gives each workspace package only what its own manifest +# declares, which is what makes the spec §12.2 dependency direction physical +# rather than advisory: `plugin-gherkin` cannot resolve Flue or the binding even +# if someone writes the import. A hoisted node_modules would quietly restore +# every forbidden path. `test/boundaries.test.ts` asserts the property still +# holds; this pins the mechanism that provides it. +[install] +linker = "isolated" diff --git a/imports/brunch-agent/docs/INDEX.md b/imports/brunch-agent/docs/INDEX.md index 6b9fd44dd3c..1e59feb758d 100644 --- a/imports/brunch-agent/docs/INDEX.md +++ b/imports/brunch-agent/docs/INDEX.md @@ -41,6 +41,16 @@ settlement) · `active` (artifact of a live effort) · `settled` (permanent home | [research/elicitation-strategy-literature](planning/process-model-elicitation/research/elicitation-strategy-literature.md) | active | gisted in FE-1360 resolution | Literature synthesis, 9 sections, verification-labeled | | [research/re-interviewing-literature-worker-report](planning/process-model-elicitation/research/re-interviewing-literature-worker-report.md) | active | noted on FE-1361 | Verbatim instruments: 34-mistake taxonomy, question typologies, LLM-interviewer results | +## Decision records (`docs/adr/`) + +Decisions taken *after* the elicitation-kernel spec settled. Where an ADR +supersedes part of the spec, the spec file is left unedited — it is the record +of what was decided in August, and the ADR is how a later change is recorded. + +| Document | Status | Linear | Digest | +| --- | --- | --- | --- | +| [0001-brunch-is-the-product-name](adr/0001-brunch-is-the-product-name.md) | accepted | FE-1388 | `brunch` settles as the product name and may appear in structure: `brunch_*` tools, `@brunch/*` scope, `brunch-gherkin-elicitor` agent identity. Supersedes spec §12.3's `bl_*` provisional; the ban on function-naming (`elicit_*`) survives | + ## External canonical documents | Document | Where | Digest | diff --git a/imports/brunch-agent/docs/adr/0001-brunch-is-the-product-name.md b/imports/brunch-agent/docs/adr/0001-brunch-is-the-product-name.md new file mode 100644 index 00000000000..7749d1cc950 --- /dev/null +++ b/imports/brunch-agent/docs/adr/0001-brunch-is-the-product-name.md @@ -0,0 +1,75 @@ +# ADR-0001: `brunch` is the product name, and it may appear in structure + +Date: 2026-08-13 +Status: accepted +Supersedes: spec [§12.3](../planning/elicitation-kernel/spec.md#123-naming--tool-namespacing) in part +Decided on: FE-1388 + +## Context + +The spec was written while the product name was open. Its preamble calls +"elicitation kernel" and "brunch-lite" working labels, and §12.3 rules that +*nothing bakes "elicit" or "brunch" into structure*, with a provisional tool +prefix of `bl_*`. + +That rule bundled two different concerns: + +1. **Don't name a thing after what it does.** `elicit_*` fixes the product's + purpose in every model-facing string it owns, and the purpose is exactly + what a pluggable-target architecture expects to generalize. +2. **Don't bake in a label you expect to discard.** `brunch` was assumed + temporary, so committing to it would have meant a rename later across + package names, the npm scope, tool names, and durable agent identities. + +The second assumption no longer holds: `brunch` is expected to stick. + +Carrying `bl_*` in the meantime had a cost the spec did not anticipate. `bl` is +brunch-lite's initials, so it never actually satisfied §12.3 — it only obscured +the label. And an unresolved name is worst where it is most expensive to +change: Flue's `agentName` keys durable conversation storage, so every day the +name stayed provisional was a day the eventual rename got dearer. + +## Decision + +Adopt `brunch` as the product name and let it appear in structure. + +- **Product name**: `PRODUCT_NAME = 'brunch'` in `@brunch/core`, the single + source every model-facing string derives from. +- **Tool prefix**: `brunch_*` — so `brunch_ask`, computed via `toolName()`, + never written as a literal. +- **npm scope**: `@brunch/*`, keeping the spec's role-prefixed basenames + (`@brunch/core`, `@brunch/binding-flue`, `@brunch/plugin-gherkin`). +- **Agent identity**: a **noun compound, target first**, product-prefixed: + `brunch-gherkin-elicitor`. The next target reads `brunch-assurance-elicitor`, + so the family sorts together. + +**Concern 1 above survives intact.** The prefix names *identity, not function*: +`elicit_*` remains forbidden, and `packages/elicit-*` with it. A test in +`packages/core/test/naming.test.ts` enforces this; the corresponding ban on +`brunch` is deliberately removed there rather than left to rot. + +## Why the agent identity carries the product prefix + +This is the one place the prefix is load-bearing rather than cosmetic. + +Flue agent identities are **global per application** and key durable +conversation storage. The demo shell (see `CONTEXT.md`) is chartered to consume +this library *and* the Petrinaut libraries in one application. A bare +`gherkin-elicitor` could collide with an agent from another library, and the +collision would land on durable storage rather than failing at boot. + +The exported symbol stays the shorter `GherkinElicitor`, because it reads +better at the mount site. Flue's `agentName` static exists precisely so durable +identity and source-level name can differ. + +## Consequences + +- Spec §12.3's `bl_*` provisional and its "nothing bakes in `brunch`" clause + are **superseded by this ADR**. The spec file is left unedited: it is the + settled record of what was decided in August, and ADRs are how this repo + records decisions taken after it. +- A future rename is still one edit for everything model-facing, because the + derivation stayed. It is **not** one edit for `agentName` — that string is + durable-storage-keyed, and changing it orphans existing conversations. Treat + it as permanent. +- `plugin-assurance`, when authored, takes `brunch-assurance-elicitor`. diff --git a/imports/brunch-agent/package.json b/imports/brunch-agent/package.json new file mode 100644 index 00000000000..9ccc3860706 --- /dev/null +++ b/imports/brunch-agent/package.json @@ -0,0 +1,24 @@ +{ + "name": "brunch-lite", + "private": true, + "type": "module", + "description": "Elicitation harness — agentic interviewing against pluggable elicitation targets", + "workspaces": ["packages/*", "apps/*"], + "scripts": { + "lint": "oxlint --fix --deny-warnings .", + "lint:check": "oxlint --deny-warnings .", + "fmt": "oxfmt .", + "fmt:check": "oxfmt --check .", + "typecheck": "tsc -p tsconfig.json", + "test": "bun test", + "build": "bun run --filter '@brunch/dev' build", + "smoke": "bun run lint:check && bun run fmt:check && bun run typecheck && bun test && bun run build" + }, + "devDependencies": { + "@types/bun": "^1.3.0", + "oxfmt": "^0.5.0", + "oxlint": "^1.42.0", + "typescript": "^5.9.0", + "vite": "^8" + } +} diff --git a/imports/brunch-agent/packages/binding-flue/package.json b/imports/brunch-agent/packages/binding-flue/package.json new file mode 100644 index 00000000000..9d0aac271e9 --- /dev/null +++ b/imports/brunch-agent/packages/binding-flue/package.json @@ -0,0 +1,15 @@ +{ + "name": "@brunch/binding-flue", + "version": "0.0.0", + "private": true, + "type": "module", + "description": "The Flue binding: implements the substrate-capability list and owns the storage-port implementation.", + "exports": { + ".": "./src/index.ts" + }, + "dependencies": { + "@brunch/core": "workspace:*", + "@flue/runtime": "^2.0.3", + "valibot": "^1.4.2" + } +} diff --git a/imports/brunch-agent/packages/binding-flue/src/capabilities.ts b/imports/brunch-agent/packages/binding-flue/src/capabilities.ts new file mode 100644 index 00000000000..a6df492c1d0 --- /dev/null +++ b/imports/brunch-agent/packages/binding-flue/src/capabilities.ts @@ -0,0 +1,94 @@ +/** + * The substrate-capability list (spec §10), recorded as data. + * + * This is the core/binding seam, the portability pressure test, and the early + * smell detector all at once: porting means reimplementing this list, and + * exotic Flue-shaped entries appearing in it is the smell. Keeping it as a + * checkable record rather than prose is what lets the second-binding test + * (spec §14.2) be asked of every future addition — "genuinely + * substrate-specific, or mechanism leaking into Flue's dialect?" + * + * Binding-size asymmetry is expected, not failure: each binding absorbs what + * its substrate lacks or forbids. + */ + +/** How a binding satisfies one capability. */ +export type Provision = + /** The substrate offers it directly. */ + | 'native' + /** The substrate lacks or forbids it; the binding supplies it itself. */ + | 'absorbed'; + +export interface Capability { + readonly id: number; + readonly name: string; + readonly provision: Provision; + /** How this binding satisfies it, in Flue's dialect. */ + readonly mechanism: string; +} + +export const CAPABILITIES: readonly Capability[] = [ + { + id: 1, + name: 'Register a tool', + provision: 'native', + mechanism: 'defineTool / useTool', + }, + { + id: 2, + name: 'Contribute instructions', + provision: 'native', + mechanism: 'render return', + }, + { + id: 3, + name: 'Persist per-conversation state', + provision: 'native', + mechanism: 'usePersistentState, atomic with its unit of work', + }, + { + id: 4, + name: 'Emit an affordance payload', + provision: 'native', + mechanism: 'data channel + tool output parts', + }, + { + id: 5, + name: 'Suspend for reply', + provision: 'absorbed', + mechanism: 'no ask primitive: terminate:true + pending-affordance slot + fresh dispatch', + }, + { + id: 6, + name: 'Private model call', + provision: 'native', + mechanism: 'harness.prompt scratch conversation', + }, + { + id: 7, + name: 'Subscribe to the would-stop lifecycle seam', + provision: 'native', + mechanism: + 'useAgentFinish + ctx.append; fires on suspensions, so the pending guard is load-bearing; loop-guarded', + }, + { + id: 8, + name: 'Read the durable entry projection with provenance-discriminating entry kinds', + provision: 'absorbed', + mechanism: + 'no in-process API: public history projection over self-HTTP; `purpose` discriminates provenance', + }, + { + id: 9, + name: 'Inject typed non-user signal entries', + provision: 'native', + mechanism: "ctx.append / dispatch({kind:'signal'}); projects structurally non-user", + }, + { + id: 10, + name: 'Provide a transactional durable store outside conversation state', + provision: 'absorbed', + mechanism: + 'Flue neither provides nor forbids; the binding owns the storage-port implementation', + }, +]; diff --git a/imports/brunch-agent/packages/binding-flue/src/index.ts b/imports/brunch-agent/packages/binding-flue/src/index.ts new file mode 100644 index 00000000000..34d5f0bce5d --- /dev/null +++ b/imports/brunch-agent/packages/binding-flue/src/index.ts @@ -0,0 +1,43 @@ +/** + * `@brunch/binding-flue` — the Flue binding. + * + * One binding per substrate. It implements the substrate-capability list + * (spec §10), owns the storage-port implementation (spec §9.6), and is the + * only shell allowed to know Flue's dialect: **the harness imports no + * substrate; a binding imports both** (spec §4). + * + * Every time mechanism wants to land in here, the second-binding test applies + * (spec §14.2): genuinely substrate-specific, or mechanism leaking into Flue's + * dialect? + */ + +import { toolName } from '@brunch/core'; +import { defineTool } from '@flue/runtime'; +import * as v from 'valibot'; + +export { CAPABILITIES, type Capability, type Provision } from './capabilities.ts'; + +/** + * The ask tool — capability 5, which Flue does not provide natively. + * + * Flue has no ask-the-user primitive, so the harness owns the turn-suspension + * protocol: a `terminate: true` ask tool, the pending affordance in + * per-session state, and the answer arriving as a fresh dispatch (spec §7.4). + * + * **Scaffold only.** What is fixed here is the seam — the tool's name derives + * from core's abstract operation, and its schema is Valibot like every other + * boundary. Suspension, the pending-affordance slot, and mechanical reply + * binding are the walking skeleton's work, not this slice's. + */ +export const askTool = defineTool({ + name: toolName('ask'), + description: 'Ask the person a question and suspend the turn until they reply.', + input: v.object({ + question: v.pipe(v.string(), v.nonEmpty()), + }), + run: () => { + throw new Error( + 'The ask tool is scaffolding: turn suspension and reply binding land with the walking skeleton (FE-1389).', + ); + }, +}); diff --git a/imports/brunch-agent/packages/core/package.json b/imports/brunch-agent/packages/core/package.json new file mode 100644 index 00000000000..79c7e2024fd --- /dev/null +++ b/imports/brunch-agent/packages/core/package.json @@ -0,0 +1,17 @@ +{ + "name": "@brunch/core", + "version": "0.0.0", + "private": true, + "type": "module", + "description": "The harness: mechanism and orchestration. Its public export surface is the plugin SDK.", + "exports": { + ".": "./src/index.ts", + "./testing": "./src/testing/index.ts" + }, + "dependencies": { + "valibot": "^1.4.2" + }, + "devDependencies": { + "fast-check": "^4.9.0" + } +} diff --git a/imports/brunch-agent/packages/core/src/index.ts b/imports/brunch-agent/packages/core/src/index.ts new file mode 100644 index 00000000000..13c427b9974 --- /dev/null +++ b/imports/brunch-agent/packages/core/src/index.ts @@ -0,0 +1,14 @@ +/** + * `@brunch/core` — the harness. + * + * Mechanism and orchestration: the conversation loop, the ask API, the capture + * envelope, the issue queue, sweep bookkeeping. Its public export surface *is* + * the plugin SDK (spec §12.2). + * + * **The harness imports no substrate.** A binding imports both this package and + * its substrate; plugins resolve this package only. That direction is enforced + * mechanically — see `test/boundaries.test.ts` at the repo root. + */ + +export { OPERATIONS, PRODUCT_NAME, toolName, toolPrefix, type Operation } from './naming.ts'; +export { definePlugin, PluginDescriptor, type Plugin } from './plugin.ts'; diff --git a/imports/brunch-agent/packages/core/src/naming.ts b/imports/brunch-agent/packages/core/src/naming.ts new file mode 100644 index 00000000000..98cba779f75 --- /dev/null +++ b/imports/brunch-agent/packages/core/src/naming.ts @@ -0,0 +1,67 @@ +/** + * Tool namespacing (spec §12.3). + * + * Architectural strings name **identity, not function**. Every model-facing + * tool is harness-owned, and its name is the product name applied to an + * abstract operation — so the unresolved product name costs exactly one edit + * here rather than a repo-wide rename. `elicit_*` is the anti-pattern: it + * names what the tool does, which is the one thing the name must not fix. + * + * Core names operations abstractly; the binding renders substrate tool names + * from them (spec §10, §4). + */ + +/** + * The product name. + * + * Settled as `brunch` (ADR-0001), which is a deliberate exception to the + * spec's "nothing bakes 'brunch' into structure": the name-fog resolved in + * favour of the working label rather than away from it. The rule that still + * binds is the one about *function* — the prefix names who the tool belongs + * to, never what it does, so `elicit_*` stays forbidden. + * + * Should the name ever move again, this constant is the only line that + * changes; everything model-facing derives from it. + */ +export const PRODUCT_NAME = 'brunch'; + +/** + * The abstract operations core names. The binding renders each into its + * substrate's tool namespace; nothing here knows Flue's dialect. + * + * Milestone one grows this list one slice at a time — `ask` is the tracer that + * proves the seam (its turn-suspension behaviour lands with the walking + * skeleton, not here). + */ +export const OPERATIONS = ['ask'] as const; + +export type Operation = (typeof OPERATIONS)[number]; + +const IDENTIFIER = /^[a-z][a-z0-9_]*$/; + +/** + * Derive the tool-name prefix from a product name: lowercased, stripped to + * alphanumerics, terminated with `_`. + * + * Refuses rather than silently emptying — a nameless prefix would collide with + * the substrate's reserved tool names (spec §10, recorded Flue facts). + */ +export function toolPrefix(productName: string = PRODUCT_NAME): string { + const normalized = productName.toLowerCase().replace(/[^a-z0-9]/g, ''); + if (!/^[a-z][a-z0-9]*$/.test(normalized)) { + throw new Error( + `Unusable product name ${JSON.stringify(productName)}: a tool prefix must normalize to alphanumerics starting with a letter.`, + ); + } + return `${normalized}_`; +} + +/** Render an abstract operation into its model-facing tool name. */ +export function toolName(operation: string, productName: string = PRODUCT_NAME): string { + if (!IDENTIFIER.test(operation)) { + throw new Error( + `Unusable operation name ${JSON.stringify(operation)}: expected a lowercase identifier.`, + ); + } + return `${toolPrefix(productName)}${operation}`; +} diff --git a/imports/brunch-agent/packages/core/src/plugin.ts b/imports/brunch-agent/packages/core/src/plugin.ts new file mode 100644 index 00000000000..5a612730e2f --- /dev/null +++ b/imports/brunch-agent/packages/core/src/plugin.ts @@ -0,0 +1,31 @@ +import * as v from 'valibot'; + +/** + * The plugin descriptor — identity only, at this stage. + * + * The plugin's real surface is its packs and the four operations (spec §6.1, + * §11.1). Those are **deliberately absent here**: spec §13's two-targets rule + * says the trivial target must not freeze the plugin contract before the hard + * target has stressed it, so nothing in this scaffold ratifies the SDK export + * surface. What the descriptor fixes now is only what the topology needs — + * that a plugin declares which target-domain it defines, and does so through + * Valibot like every other boundary in the system (spec §12.4). + */ +export const PluginDescriptor = v.object({ + /** Package-level identity, matching the `plugin-*` role prefix (spec §12.2). */ + name: v.pipe(v.string(), v.regex(/^plugin-[a-z][a-z0-9-]*$/, 'expected a `plugin-` name')), + /** The artifact family this plugin elicits — gherkin scenarios, assurance arguments. */ + targetDomain: v.pipe(v.string(), v.nonEmpty()), +}); + +export type Plugin = v.InferOutput; + +/** + * Declare a plugin. Inversion of control (spec §4): the plugin declares and + * registers; the harness discovers, orders, and invokes. Nothing a plugin + * declares can reach persistence — the storage port is harness-defined and + * binding-implemented, and plugins are storage-blind (spec §9.6). + */ +export function definePlugin(descriptor: Plugin): Plugin { + return v.parse(PluginDescriptor, descriptor); +} diff --git a/imports/brunch-agent/packages/core/src/testing/index.ts b/imports/brunch-agent/packages/core/src/testing/index.ts new file mode 100644 index 00000000000..ef2b0bc9a09 --- /dev/null +++ b/imports/brunch-agent/packages/core/src/testing/index.ts @@ -0,0 +1,27 @@ +/** + * `@brunch/core/testing` — fixtures, arbitraries, and the replay driver. + * + * A subpath rather than a package so production bundles stay clean (spec + * §12.2): nothing on a deploy path may import it. That, too, is checked + * mechanically rather than merely documented. + * + * The generation-first corpus and the deterministic replay driver (spec §14.4) + * land with their own slices; this module holds the seed fixtures they grow + * from. + */ + +import { definePlugin, type Plugin } from '../plugin.ts'; + +/** + * The smallest honest plugin (spec §11.3), as a fixture: a flat record list and + * one validator must suffice, and every harness-contract addition is checked + * against the bar it raises. Tests that need *a* plugin without caring which + * one take this. + */ +export function pluginFixture(overrides: Partial = {}): Plugin { + return definePlugin({ + name: 'plugin-fixture', + targetDomain: 'fixture', + ...overrides, + }); +} diff --git a/imports/brunch-agent/packages/core/test/naming.test.ts b/imports/brunch-agent/packages/core/test/naming.test.ts new file mode 100644 index 00000000000..6fed0f45bcf --- /dev/null +++ b/imports/brunch-agent/packages/core/test/naming.test.ts @@ -0,0 +1,68 @@ +import { describe, expect, test } from 'bun:test'; +import { OPERATIONS, PRODUCT_NAME, toolName, toolPrefix } from '../src/naming.ts'; + +// Spec §12.3: architectural strings name identity, not function. The tool +// prefix derives from the product name so the unresolved name-fog costs one +// edit, not a repo-wide rename. +describe('tool namespacing', () => { + test('the prefix derives from the product name', () => { + expect(toolPrefix('Loom')).toBe('loom_'); + expect(toolPrefix('bl')).toBe('bl_'); + }); + + test('the prefix normalizes punctuation and spacing out of a product name', () => { + expect(toolPrefix('Well-Spoken 2')).toBe('wellspoken2_'); + }); + + test('a product name with no usable characters is refused, not silently emptied', () => { + expect(() => toolPrefix(' -- ')).toThrow(/product name/i); + expect(() => toolPrefix('')).toThrow(/product name/i); + }); + + test('a product name that starts with a digit is refused', () => { + // Tool names have to read as identifiers to the model and the substrate. + expect(() => toolPrefix('2fast')).toThrow(/product name/i); + }); + + test('tool names are the prefix applied to an abstract operation name', () => { + expect(toolName('ask', 'Loom')).toBe('loom_ask'); + }); + + test('tool names default to the current product name', () => { + expect(toolName('ask')).toBe(`${toolPrefix(PRODUCT_NAME)}ask`); + }); + + test('an operation name that is not an identifier is refused', () => { + expect(() => toolName('ask user!', 'Loom')).toThrow(/operation/i); + expect(() => toolName('', 'Loom')).toThrow(/operation/i); + }); +}); + +describe('the settled product name', () => { + test('names identity, never function', () => { + // Spec §12.3's surviving rule. The ban on `brunch` lapsed when the name + // settled (ADR-0001); the ban on naming what a tool *does* did not, and it + // is the half that was load-bearing — `elicit_*` would fix the product's + // purpose in every model-facing string it owns. + const prefix = toolPrefix(PRODUCT_NAME); + expect(prefix).not.toContain('elicit'); + for (const operation of OPERATIONS) { + expect(toolName(operation)).not.toContain('elicit'); + } + }); + + test('every model-facing tool carries the product prefix', () => { + // Flue requires globally unique tool names per render and reserves some of + // its own; the prefix is what keeps this product's tools from colliding + // with a co-mounted library's. + for (const operation of OPERATIONS) { + expect(toolName(operation)).toStartWith(toolPrefix(PRODUCT_NAME)); + } + }); + + test('every declared operation renders a distinct, well-formed tool name', () => { + const names = OPERATIONS.map((operation) => toolName(operation)); + expect(new Set(names).size).toBe(names.length); + for (const name of names) expect(name).toMatch(/^[a-z][a-z0-9]*_[a-z][a-z0-9_]*$/); + }); +}); diff --git a/imports/brunch-agent/packages/plugin-gherkin/package.json b/imports/brunch-agent/packages/plugin-gherkin/package.json new file mode 100644 index 00000000000..53c263d1b22 --- /dev/null +++ b/imports/brunch-agent/packages/plugin-gherkin/package.json @@ -0,0 +1,14 @@ +{ + "name": "@brunch/plugin-gherkin", + "version": "0.0.0", + "private": true, + "type": "module", + "description": "The gherkin target: the tracer plugin, wired end-to-end first as the cheap mechanism proof.", + "exports": { + ".": "./src/index.ts" + }, + "dependencies": { + "@brunch/core": "workspace:*", + "valibot": "^1.4.2" + } +} diff --git a/imports/brunch-agent/packages/plugin-gherkin/src/index.ts b/imports/brunch-agent/packages/plugin-gherkin/src/index.ts new file mode 100644 index 00000000000..6ac1285c4f4 --- /dev/null +++ b/imports/brunch-agent/packages/plugin-gherkin/src/index.ts @@ -0,0 +1,19 @@ +/** + * `@brunch/plugin-gherkin` — the gherkin target-domain (spec §13.1). + * + * The tracer target: cheap enough to wire end-to-end first, and deliberately + * trivial, so it must not be the plugin that freezes the contract (spec §13's + * two-targets-on-each-axis rule). Its packs, `project`, and `validate` land + * with their own slice. + * + * **This package resolves `@brunch/core` and nothing else** — never the binding, + * never Flue. Target policy has no business knowing which substrate it is + * running on, and it is storage-blind besides (spec §9.6). + */ + +import { definePlugin } from '@brunch/core'; + +export const gherkin = definePlugin({ + name: 'plugin-gherkin', + targetDomain: 'gherkin', +}); diff --git a/imports/brunch-agent/test/boundaries.test.ts b/imports/brunch-agent/test/boundaries.test.ts new file mode 100644 index 00000000000..56c4531dc29 --- /dev/null +++ b/imports/brunch-agent/test/boundaries.test.ts @@ -0,0 +1,330 @@ +/** + * The architectural boundaries, as tests rather than as documentation. + * + * Spec §4 and §12.2 state the dependency direction as invariants; an invariant + * nobody can run is a wish. These are the mechanical checks — they read the + * real tree, so a package added later is governed without opting in. + * + * Two of them are load-bearing beyond tidiness, because the Flue build is + * silent about the failure: a `'use agent'` directive that is not the file's + * first statement builds green and simply never registers the agent. + */ + +import { describe, expect, test } from 'bun:test'; +import { readFileSync } from 'node:fs'; +import { join } from 'node:path'; +import { + allDependencies, + filesIn, + importedPackages, + packageOf, + REPO_ROOT, + sourceFiles, + testFiles, + workspacePackages, + type WorkspacePackage, +} from './workspace.ts'; + +const PACKAGES = workspacePackages(); + +const CORE = '@brunch/core'; +/** Any substrate package. The harness may never name one; a binding must. */ +const SUBSTRATE_SCOPES = ['@flue/', '@earendil-works/']; + +const isSubstrate = (name: string): boolean => + SUBSTRATE_SCOPES.some((scope) => name.startsWith(scope)); +const byRole = (role: string): WorkspacePackage[] => + PACKAGES.filter((pkg) => pkg.dir.startsWith(`${role}-`)); + +test('the workspace has the packages the spec topology names', () => { + const dirs = PACKAGES.map((pkg) => pkg.relPath).sort(); + expect(dirs).toEqual([ + 'apps/dev', + 'packages/binding-flue', + 'packages/core', + 'packages/plugin-gherkin', + ]); +}); + +test('every package is actually scanned', () => { + // Without this, a package the file walker misses passes every file-level + // invariant vacuously — the substrate-import ban, the plugin-resolves-core + // rule, and the schema-library ban would all iterate an empty list and go + // green. A silent exemption is worse than no check at all. + for (const pkg of PACKAGES) { + expect({ pkg: pkg.relPath, scanned: sourceFiles(pkg).length > 0 }).toEqual({ + pkg: pkg.relPath, + scanned: true, + }); + } +}); + +describe('role prefixes name what a package is architecturally (spec §12.2)', () => { + test('every package under packages/ is core or carries a role prefix', () => { + for (const pkg of PACKAGES.filter((p) => p.kind === 'package')) { + expect(pkg.dir).toMatch(/^(core|plugin-[a-z0-9-]+|binding-[a-z0-9-]+)$/); + } + }); + + test('no package uses an avoided role noun', () => { + // The glossary's own noun is `binding`; `adapter-*` and `wrapper-*` are + // avoided terms, and `elicit-*` names function rather than identity. + for (const pkg of PACKAGES) { + expect(pkg.dir).not.toMatch(/^(adapter|wrapper|elicit)-/); + } + }); + + test('the manifest name matches the role-prefixed directory', () => { + for (const pkg of PACKAGES) { + expect(pkg.name).toBe(`@brunch/${pkg.dir}`); + } + }); +}); + +describe('dependency direction (spec §4, §12.2)', () => { + test('the harness imports no substrate', () => { + const core = PACKAGES.find((pkg) => pkg.name === CORE); + expect(core).toBeDefined(); + expect(allDependencies(core!).filter(isSubstrate)).toEqual([]); + for (const file of sourceFiles(core!)) { + const substrateImports = importedPackages(file).filter((s) => isSubstrate(packageOf(s))); + expect({ file: file.relPath, substrateImports }).toEqual({ + file: file.relPath, + substrateImports: [], + }); + } + }); + + test('the harness depends on no binding and no plugin', () => { + const core = PACKAGES.find((pkg) => pkg.name === CORE)!; + for (const dependency of allDependencies(core)) { + expect(dependency).not.toMatch(/^@brunch\/(binding|plugin)-/); + } + }); + + test('plugins resolve core only — never the binding, never Flue', () => { + const plugins = byRole('plugin'); + expect(plugins.length).toBeGreaterThan(0); + for (const plugin of plugins) { + const workspaceDeps = allDependencies(plugin).filter((d) => d.startsWith('@brunch/')); + expect(workspaceDeps).toEqual([CORE]); + expect(allDependencies(plugin).filter(isSubstrate)).toEqual([]); + + for (const file of sourceFiles(plugin)) { + for (const specifier of importedPackages(file)) { + const pkg = packageOf(specifier); + expect(isSubstrate(pkg)).toBe(false); + if (pkg.startsWith('@brunch/')) expect(pkg).toBe(CORE); + } + } + } + }); + + test('a binding imports both', () => { + const bindings = byRole('binding'); + expect(bindings.length).toBeGreaterThan(0); + for (const binding of bindings) { + const deps = allDependencies(binding); + expect(deps).toContain(CORE); + expect(deps.some(isSubstrate)).toBe(true); + } + }); + + test('bindings depend on no plugin — the harness discovers plugins, not the substrate', () => { + for (const binding of byRole('binding')) { + for (const dependency of allDependencies(binding)) { + expect(dependency).not.toMatch(/^@brunch\/plugin-/); + } + } + }); +}); + +describe('the direction is physical, not merely declared', () => { + // Bun's isolated linker gives each package only what it declares, so a + // forbidden import cannot even resolve. This asserts that property holds + // rather than assuming it — a hoisted node_modules would quietly restore + // every forbidden path. + const resolvesFrom = (pkg: WorkspacePackage, specifier: string): boolean => { + try { + Bun.resolveSync(specifier, pkg.path); + return true; + } catch { + return false; + } + }; + + test('a plugin cannot resolve the substrate or the binding', () => { + for (const plugin of byRole('plugin')) { + expect(resolvesFrom(plugin, '@flue/runtime')).toBe(false); + expect(resolvesFrom(plugin, '@brunch/binding-flue')).toBe(false); + expect(resolvesFrom(plugin, CORE)).toBe(true); + } + }); + + test('core cannot resolve the substrate', () => { + const core = PACKAGES.find((pkg) => pkg.name === CORE)!; + expect(resolvesFrom(core, '@flue/runtime')).toBe(false); + }); +}); + +describe('Valibot is the schema library at every boundary (spec §12.4)', () => { + // Flue locks Valibot at every boundary. A Standard-Schema waist would buy + // comfort at the cost of a conversion seam that can silently drop + // constraints — the silent-coercion smell. + const OTHER_SCHEMA_LIBRARIES = [ + 'zod', + 'yup', + 'joi', + 'ajv', + 'superstruct', + 'arktype', + 'io-ts', + 'runtypes', + '@sinclair/typebox', + '@standard-schema/spec', + '@standard-schema/utils', + ]; + + test('no package declares another schema library', () => { + for (const pkg of PACKAGES) { + for (const forbidden of OTHER_SCHEMA_LIBRARIES) { + expect(allDependencies(pkg)).not.toContain(forbidden); + } + } + }); + + test('no source file imports another schema library', () => { + for (const pkg of PACKAGES) { + for (const file of sourceFiles(pkg)) { + for (const specifier of importedPackages(file)) { + expect(OTHER_SCHEMA_LIBRARIES).not.toContain(packageOf(specifier)); + } + } + } + }); + + test('every package that validates anything declares valibot', () => { + for (const pkg of PACKAGES) { + const usesValibot = sourceFiles(pkg).some((file) => + importedPackages(file).some((specifier) => packageOf(specifier) === 'valibot'), + ); + if (usesValibot) expect(allDependencies(pkg)).toContain('valibot'); + } + }); +}); + +describe('recorded Flue constraints hold by construction (spec §10)', () => { + const dev = PACKAGES.find((pkg) => pkg.relPath === 'apps/dev')!; + const agentModules = sourceFiles(dev).filter((file) => /'use agent'|"use agent"/.test(file.text)); + + test('the dev app has at least one agent module', () => { + expect(agentModules.length).toBeGreaterThan(0); + }); + + test("'use agent' is the module's first statement", () => { + // The build does NOT catch this: a misplaced directive builds green and + // the module simply stops being an agent. Nothing else would notice until + // a conversation failed to start. + for (const file of agentModules) { + // Comments are not statements, so a leading doc block is legal and must + // not read as a violation. + const withoutLeadingComments = file.text + .replace(/^/, '') + .replace(/^(?:\s*(?:\/\/[^\n]*|\/\*[\s\S]*?\*\/))*\s*/, ''); + const firstStatement = withoutLeadingComments.split('\n')[0]?.trim(); + expect(`${file.relPath}: ${firstStatement}`).toBe(`${file.relPath}: 'use agent';`); + } + }); + + test('agentName is a pinned string literal', () => { + // Conversation storage keys on it, so a computed value is unsupportable + // and a changed value orphans every existing conversation. + for (const file of agentModules) { + expect(file.text).toMatch(/^\s*\w+\.agentName\s*=\s*'[a-z][a-z0-9-]*';\s*$/m); + } + }); + + test('vite is pinned to ^8, which @flue/vite requires', () => { + const pinned = PACKAGES.flatMap((pkg) => { + const range = pkg.manifest.devDependencies?.vite ?? pkg.manifest.dependencies?.vite; + return range ? [range] : []; + }); + expect(pinned.length).toBeGreaterThan(0); + for (const range of pinned) expect(range).toMatch(/^\^8(\.|$)/); + }); + + test('the dev app owns the agent module, the mount, and the conversation store', () => { + // Every host authors its own thin `'use agent'` module, `app.ts` and + // `db.ts` — Flue's build-time scan makes shipping a pre-registered agent + // from a library structurally unavailable (spec §12.1). + for (const file of ['src/app.ts', 'src/db.ts']) { + expect(() => readFileSync(join(dev.path, file), 'utf8')).not.toThrow(); + } + }); +}); + +describe('the testing subpath stays off production paths (spec §12.2)', () => { + test('core exposes testing as a subpath export', () => { + const core = PACKAGES.find((pkg) => pkg.name === CORE)!; + expect(Object.keys(core.manifest.exports ?? {})).toEqual(['.', './testing']); + }); + + test('no package source imports core/testing', () => { + // Fixtures, arbitraries and the replay driver belong to tests; production + // bundles stay clean. + for (const pkg of PACKAGES) { + for (const file of sourceFiles(pkg)) { + expect(importedPackages(file)).not.toContain(`${CORE}/testing`); + } + } + }); +}); + +describe('the CI smoke is runnable without a model key or a network (spec §12.5)', () => { + const workflow = readFileSync(join(REPO_ROOT, '.github/workflows/ci.yml'), 'utf8'); + + test('CI runs every gate', () => { + // Asserted against the workflow rather than against a convenience script, + // because the workflow is what actually gates a merge. + for (const gate of ['lint:check', 'fmt:check', 'typecheck', 'bun test', 'bun run build']) { + expect({ gate, inWorkflow: workflow.includes(gate) }).toEqual({ gate, inWorkflow: true }); + } + }); + + test('the lint gate fails on warnings', () => { + // oxlint reports its default rules at warning severity and exits 0 for + // them, so a bare `oxlint .` is a step that cannot go red. + const rootManifest = JSON.parse(readFileSync(join(REPO_ROOT, 'package.json'), 'utf8')) as { + scripts?: Record; + }; + expect(rootManifest.scripts?.['lint:check']).toContain('--deny-warnings'); + }); + + test('no test names a model key or reaches for the substrate', () => { + // Keeps the suite hermetic by construction. The spec names an optional + // secret-gated real-model `flue run` smoke; it is deliberately not part of + // this run, and this check is what stops it drifting in unnoticed. + const suite = [ + ...PACKAGES.flatMap((pkg) => testFiles(pkg)), + ...filesIn(join(REPO_ROOT, 'test')), + ]; + expect(suite.length).toBeGreaterThan(0); + // Composed rather than written literally, so this check does not flag its + // own source. + const modelKey = new RegExp(`[A-Z_]*${'API'}_${'KEY'}`, 'g'); + for (const file of suite) { + expect({ + file: file.relPath, + keys: file.text.match(modelKey) ?? [], + }).toEqual({ + file: file.relPath, + keys: [], + }); + const substrateImports = importedPackages(file).filter((s) => isSubstrate(packageOf(s))); + expect({ file: file.relPath, substrateImports }).toEqual({ + file: file.relPath, + substrateImports: [], + }); + } + }); +}); diff --git a/imports/brunch-agent/test/build-artifact.test.ts b/imports/brunch-agent/test/build-artifact.test.ts new file mode 100644 index 00000000000..8899801e50f --- /dev/null +++ b/imports/brunch-agent/test/build-artifact.test.ts @@ -0,0 +1,117 @@ +/** + * What the build actually emitted — checked against the artifact, not the source. + * + * `test/boundaries.test.ts` catches a misplaced `'use agent'` directive by + * reading the source. This checks the same property from the other end: that + * the agent really is registered in the emitted bundle. The distinction earns + * its keep because the failure mode here is silent — `@flue/vite` drops a + * module that stops looking like an agent module and the build stays green, so + * "it compiled" says nothing about whether the app has any agents in it. + * + * Any future change that quietly stops an agent, its route, or the conversation + * store from reaching the bundle fails here, whatever the cause: a directive + * moved, a config path changed, an entry dropped from the scan glob. + */ + +import { beforeAll, describe, expect, test } from 'bun:test'; +import { existsSync, readdirSync, readFileSync } from 'node:fs'; +import { join } from 'node:path'; +import { REPO_ROOT, sourceFiles, workspacePackages } from './workspace.ts'; + +const DEV_APP = join(REPO_ROOT, 'apps/dev'); +const DIST = join(DEV_APP, 'dist'); + +/** Everything the server build emitted, concatenated. */ +let bundle = ''; + +beforeAll(async () => { + // Build here rather than depending on a prior `bun run build`, so `bun test` + // alone is a complete signal and CI ordering cannot make this vacuous. + const built = Bun.spawnSync(['bun', 'run', 'build'], { + cwd: DEV_APP, + env: { ...process.env, NODE_ENV: 'production' }, + }); + if (built.exitCode !== 0) { + throw new Error(`vite build failed:\n${built.stderr.toString()}`); + } + bundle = readdirSync(DIST) + .filter((entry) => entry.endsWith('.mjs')) + .map((entry) => readFileSync(join(DIST, entry), 'utf8')) + .join('\n'); +}); + +/** The pinned identity of every agent module in the dev app, read from source. */ +function declaredAgentIdentities(): string[] { + const dev = workspacePackages().find((pkg) => pkg.relPath === 'apps/dev')!; + return sourceFiles(dev) + .filter((file) => /'use agent'|"use agent"/.test(file.text)) + .flatMap((file) => [...file.text.matchAll(/\w+\.agentName\s*=\s*'([^']+)'/g)]) + .map((match) => match[1]!); +} + +describe('the emitted server bundle', () => { + test('exists', () => { + expect(existsSync(DIST)).toBe(true); + expect(bundle.length).toBeGreaterThan(0); + }); + + test('registers every declared agent under its pinned identity', () => { + // The check that matters. A `'use agent'` directive that is not the first + // statement builds green and simply never registers — the app boots with no + // agents and nothing says so until a conversation fails to start. + // + // Asserted against the emitted `__flueBindAgentModule(Fn, { identity })` + // call rather than the bare string, because the string survives that + // failure: the `agentName` assignment is still in the bundle as ordinary + // dead code once the module stops being scanned as an agent. + const bound = new Set( + [...bundle.matchAll(/__flueBindAgentModule\([^)]*identity:\s*["']([^"']+)["']/g)].map( + (match) => match[1]!, + ), + ); + const identities = declaredAgentIdentities(); + expect(identities.length).toBeGreaterThan(0); + for (const identity of identities) { + expect({ identity, bound: bound.has(identity) }).toEqual({ identity, bound: true }); + } + }); + + test('mounts the agent router and wires the conversation store', () => { + // Without db.ts reaching the bundle, conversations are process-memory and a + // restart loses them — a difference invisible until something restarts. + expect(bundle).toContain('createAgentRouter'); + expect(bundle).toContain('sqlite'); + }); + + test('carries no model key', () => { + const modelKey = new RegExp(`[A-Z_]*${'API'}_${'KEY'}\\s*[:=]\\s*['"][^'"]+['"]`); + expect(bundle).not.toMatch(modelKey); + }); +}); + +describe('the emitted client bundle', () => { + // `@flue/vite` emits the server environment only, so the ui tree is built by + // a second plain vite config. Without these, a client-side break would be + // invisible to CI — the Flue build would go green having never transformed a + // line of it. + const CLIENT = join(DIST, 'client'); + + test('emits html and a bundled entry', () => { + expect(existsSync(join(CLIENT, 'index.html'))).toBe(true); + expect(existsSync(join(CLIENT, 'assets/index.js'))).toBe(true); + }); + + test('the emitted html points at the built asset, not at source', () => { + // The failure this catches: shipping the source index.html, whose script + // tag names a .tsx module nothing serves in production. + const html = readFileSync(join(CLIENT, 'index.html'), 'utf8'); + expect(html).toContain('/assets/index.js'); + expect(html).not.toContain('.tsx'); + }); + + test('the entry really bundled its dependencies', () => { + // A near-empty chunk would mean the entry resolved to nothing. + const entry = readFileSync(join(CLIENT, 'assets/index.js'), 'utf8'); + expect(entry.length).toBeGreaterThan(10_000); + }); +}); diff --git a/imports/brunch-agent/test/known-gaps.test.ts b/imports/brunch-agent/test/known-gaps.test.ts new file mode 100644 index 00000000000..b28397efb89 --- /dev/null +++ b/imports/brunch-agent/test/known-gaps.test.ts @@ -0,0 +1,57 @@ +/** + * Keeps the known gaps visible, and refuses to let one close quietly. + * + * See `known-gaps.ts` for why this exists. In short: spec §14.5's open + * verification items are the kind of thing that stays unverified precisely + * because nothing ever trips over them, so they are encoded rather than + * described. + */ + +import { describe, expect, test } from 'bun:test'; +import { KNOWN_GAPS } from './known-gaps.ts'; + +// Printed once per run, so the list is in front of whoever is working rather +// than filed somewhere they would have to think to look. +console.warn( + [ + '', + `⚠ ${KNOWN_GAPS.length} known gaps are still open (spec §14.5 and friends):`, + ...KNOWN_GAPS.map((gap) => ` · ${gap.id} — ${gap.ticket} (spec ${gap.spec})`), + ' Each is asserted below; closing one turns this suite red until its entry is deleted.', + '', + ].join('\n'), +); + +describe('known gaps', () => { + test('every gap names the ticket that owns closing it', () => { + for (const gap of KNOWN_GAPS) { + expect({ id: gap.id, ticket: gap.ticket }).toEqual({ + id: gap.id, + ticket: expect.stringMatching(/^[A-Z]+-\d+$/) as unknown as string, + }); + } + }); + + test('gap ids are unique', () => { + const ids = KNOWN_GAPS.map((gap) => gap.id); + expect(new Set(ids).size).toBe(ids.length); + }); + + for (const gap of KNOWN_GAPS) { + test(`still open: ${gap.id} (${gap.ticket})`, () => { + // Inverted on purpose. This does not check that the gap exists — it + // checks that it has not silently stopped existing. When the work that + // closes it lands, this goes red, and the fix is to delete the entry + // from known-gaps.ts and record the verification on its ticket. + expect({ + gap: gap.id, + stillOpen: !gap.closed(), + whenThisFails: `${gap.id} looks closed. Confirm it, record the result on ${gap.ticket}, then delete its entry from test/known-gaps.ts.`, + }).toEqual({ + gap: gap.id, + stillOpen: true, + whenThisFails: `${gap.id} looks closed. Confirm it, record the result on ${gap.ticket}, then delete its entry from test/known-gaps.ts.`, + }); + }); + } +}); diff --git a/imports/brunch-agent/test/known-gaps.ts b/imports/brunch-agent/test/known-gaps.ts new file mode 100644 index 00000000000..368b474d0b5 --- /dev/null +++ b/imports/brunch-agent/test/known-gaps.ts @@ -0,0 +1,90 @@ +/** + * The gaps this codebase knows it has. + * + * Spec §14.5 names five open verification items. Prose decays: an item nobody + * runs into is an item nobody closes, and the ones here are exactly the kind + * that stay invisible — a substrate behaviour nobody has driven, a durability + * claim nobody has restarted into. + * + * So each gap is a record with a `closed` predicate that runs on every `bun + * test`. Two things follow, and the second is the point: + * + * - while a gap is open, it is listed in the run output rather than forgotten; + * - **when a gap's condition becomes true, the suite goes red** and stays red + * until someone deletes the entry. Closing a gap by accident is not allowed + * to pass silently — somebody has to look at it, confirm it, and record it + * on the ticket that owns it. + * + * The failure message is therefore an instruction, not a complaint. + */ + +import { existsSync } from 'node:fs'; +import { join } from 'node:path'; +import { REPO_ROOT } from './workspace.ts'; + +export interface KnownGap { + /** Short stable handle, used in test names. */ + readonly id: string; + /** Spec section that names the item. */ + readonly spec: string; + /** The Linear issue that owns closing it. */ + readonly ticket: string; + /** What is not yet known, in one sentence. */ + readonly gap: string; + /** What closing it requires — the thing a follow-up slice actually does. */ + readonly closes: string; + /** + * True once the gap is demonstrably closed. Kept cheap and structural: this + * runs on every test invocation, so it may look at the tree but never at a + * model, a network, or a substrate. + */ + readonly closed: () => boolean; +} + +const exists = (...parts: string[]): boolean => existsSync(join(REPO_ROOT, ...parts)); + +export const KNOWN_GAPS: readonly KnownGap[] = [ + { + id: 'restart-durability', + spec: '§14.5', + ticket: 'FE-1396', + gap: 'The capture store survives restart (proven in the ticket-13 prototype), but conversation-store durability with a real db.ts has never been driven across a restart.', + closes: + 'A test that boots the dev app, holds a conversation, restarts the process, and resumes the same conversation id.', + closed: () => exists('apps/dev/test/restart-durability.test.ts'), + }, + { + id: 'compaction-vs-durable-history', + spec: '§9.7, §14.5', + ticket: 'FE-1386', + gap: 'No session has been driven across a compaction boundary, so whether Flue compaction leaves the durable entry projection intact is unverified — and evidence pointers bind to that projection.', + closes: + 'A test driving a session past compaction and asserting every capture’s evidence pointer still resolves through the session-log archive.', + closed: () => exists('packages/binding-flue/test/compaction.test.ts'), + }, + { + id: 'wake-wart-residue', + spec: '§7.4, §14.5', + ticket: 'FE-1389', + gap: 'The no-interpolation ruling removes the cause of the wake wart observed in ticket 10, but no other instruction-state write path has been checked for re-triggering advisory wakes.', + closes: + 'The walking skeleton asserting no "instructions updated" advisory wake occurs per ask.', + closed: () => exists('apps/dev/test/wake-wart.test.ts'), + }, + { + id: 'history-projection-paging', + spec: '§14.5', + ticket: 'FE-1391', + gap: 'The durable-history projection is read over self-HTTP; paging past ~1000 entries and binding base-URL discovery are both untested.', + closes: 'The binding’s history reader covering a paged projection.', + closed: () => exists('packages/binding-flue/test/history-paging.test.ts'), + }, + { + id: 'interpretation-render-plugin-seam', + spec: '§7.6, §14.5', + ticket: 'FE-1394', + gap: 'The plugin-supplied renderer seam for the interpretation render has never been exercised, because no real pack exists yet.', + closes: 'A plugin supplying a renderer definition typed against its own payload shapes.', + closed: () => exists('packages/plugin-gherkin/src/renderer.ts'), + }, +]; diff --git a/imports/brunch-agent/test/workspace.ts b/imports/brunch-agent/test/workspace.ts new file mode 100644 index 00000000000..93dfe27a12d --- /dev/null +++ b/imports/brunch-agent/test/workspace.ts @@ -0,0 +1,159 @@ +/** + * Workspace introspection for the boundary tests. + * + * The point of reading the tree rather than listing packages by hand is that a + * package added later is governed by the same invariants without anyone + * remembering to opt it in. Two rules keep that promise honest: + * + * - the scan covers a package's whole directory, not a `src/` convention, so a + * package laid out differently cannot fall through every file-level check; + * - a workspace directory that cannot be read is reported, never silently + * skipped into a vacuous pass. + */ + +import { existsSync, readdirSync, readFileSync, statSync } from 'node:fs'; +import { join, relative } from 'node:path'; +import { fileURLToPath } from 'node:url'; + +/** Resolved through `fileURLToPath` — a raw `URL.pathname` is percent-encoded. */ +export const REPO_ROOT = fileURLToPath(new URL('..', import.meta.url)).replace(/[/\\]$/, ''); + +export interface WorkspacePackage { + /** Package name from its manifest, e.g. `@brunch/plugin-gherkin`. */ + readonly name: string; + /** Directory basename — the role-prefixed one, e.g. `plugin-gherkin`. */ + readonly dir: string; + /** Absolute path to the package directory. */ + readonly path: string; + /** Path relative to the repo root, e.g. `packages/plugin-gherkin`. */ + readonly relPath: string; + /** `packages/` holds shells; `apps/` holds hosts. */ + readonly kind: 'package' | 'app'; + readonly manifest: PackageManifest; +} + +export interface PackageManifest { + name: string; + dependencies?: Record; + devDependencies?: Record; + exports?: Record; + scripts?: Record; +} + +function directoriesIn(parent: string): string[] { + if (!existsSync(parent)) return []; + return readdirSync(parent).filter((entry) => statSync(join(parent, entry)).isDirectory()); +} + +export function workspacePackages(): WorkspacePackage[] { + const groups: ReadonlyArray<[string, 'package' | 'app']> = [ + ['packages', 'package'], + ['apps', 'app'], + ]; + return groups.flatMap(([group, kind]) => + directoriesIn(join(REPO_ROOT, group)).map((dir) => { + const path = join(REPO_ROOT, group, dir); + const manifestPath = join(path, 'package.json'); + if (!existsSync(manifestPath)) { + // A workspace directory without a manifest is a half-finished package, + // not a reason to take the whole suite down with a raw ENOENT. + throw new Error(`${group}/${dir} has no package.json — every workspace member needs one.`); + } + const manifest = JSON.parse(readFileSync(manifestPath, 'utf8')) as PackageManifest; + return { name: manifest.name, dir, path, relPath: `${group}/${dir}`, kind, manifest }; + }), + ); +} + +/** Every declared dependency of a package, production and dev alike. */ +export function allDependencies(pkg: WorkspacePackage): string[] { + return [ + ...Object.keys(pkg.manifest.dependencies ?? {}), + ...Object.keys(pkg.manifest.devDependencies ?? {}), + ]; +} + +export interface SourceFile { + readonly path: string; + readonly relPath: string; + readonly text: string; +} + +const SOURCE_EXTENSIONS = /\.(ts|tsx|mts|mjs|js|jsx)$/; +/** Never scanned: not authored here, or build output. */ +const SKIP_DIRECTORIES = ['node_modules', 'dist', '.flue', '.git']; +const TEST_DIRECTORIES = ['test', 'tests', '__tests__']; + +/** Every source file under a directory, recursively. A missing directory yields none. */ +export function filesIn(dir: string, skip: readonly string[] = SKIP_DIRECTORIES): SourceFile[] { + if (!existsSync(dir)) return []; + const skipped = new Set(skip); + const found: SourceFile[] = []; + const walk = (current: string): void => { + for (const entry of readdirSync(current)) { + if (skipped.has(entry)) continue; + const path = join(current, entry); + if (statSync(path).isDirectory()) walk(path); + else if (SOURCE_EXTENSIONS.test(entry)) { + found.push({ path, relPath: relative(REPO_ROOT, path), text: readFileSync(path, 'utf8') }); + } + } + }; + walk(dir); + return found; +} + +/** + * A package's own source files — everything it ships, wherever it puts them. + * + * Deliberately not `src/`-only: keying the scan off a directory convention + * would silently exempt a package laid out any other way from every file-level + * invariant, which is the exact failure the boundary suite exists to prevent. + * Tests are excluded because they are governed by their own rules. + */ +export function sourceFiles(pkg: WorkspacePackage): SourceFile[] { + return filesIn(pkg.path, [...SKIP_DIRECTORIES, ...TEST_DIRECTORIES]); +} + +/** Every test file belonging to a package. */ +export function testFiles(pkg: WorkspacePackage): SourceFile[] { + return TEST_DIRECTORIES.flatMap((dir) => filesIn(join(pkg.path, dir))); +} + +/** + * The module specifiers a source file imports or re-exports. + * + * Deliberately textual: the invariants being checked are about which packages + * a shell is *allowed to name at all*, so a regex over the source is the right + * granularity — and it catches type-only imports, which erase at runtime but + * still encode a forbidden dependency direction. + */ +export function importedModules(file: SourceFile): string[] { + const specifiers = new Set(); + const patterns = [ + /(?:^|\n)\s*import\s[^;]*?from\s*['"]([^'"]+)['"]/g, + /(?:^|\n)\s*import\s*['"]([^'"]+)['"]/g, + /(?:^|\n)\s*export\s[^;]*?from\s*['"]([^'"]+)['"]/g, + /\bimport\s*\(\s*['"]([^'"]+)['"]\s*\)/g, + /\brequire\s*\(\s*['"]([^'"]+)['"]\s*\)/g, + ]; + for (const pattern of patterns) { + for (const match of file.text.matchAll(pattern)) { + if (match[1]) specifiers.add(match[1]); + } + } + return [...specifiers]; +} + +/** Bare package specifiers only — relative and absolute paths dropped. */ +export function importedPackages(file: SourceFile): string[] { + return importedModules(file).filter( + (specifier) => !specifier.startsWith('.') && !specifier.startsWith('/'), + ); +} + +/** `@scope/name` or `name` — the installable unit a specifier resolves to. */ +export function packageOf(specifier: string): string { + const parts = specifier.split('/'); + return specifier.startsWith('@') ? parts.slice(0, 2).join('/') : (parts[0] ?? specifier); +} diff --git a/imports/brunch-agent/tsconfig.base.json b/imports/brunch-agent/tsconfig.base.json new file mode 100644 index 00000000000..12a3fca7f9f --- /dev/null +++ b/imports/brunch-agent/tsconfig.base.json @@ -0,0 +1,19 @@ +{ + "compilerOptions": { + "target": "ES2022", + "lib": ["ES2022", "DOM", "DOM.Iterable"], + "module": "Preserve", + "moduleResolution": "bundler", + "moduleDetection": "force", + "jsx": "react-jsx", + "strict": true, + "noUncheckedIndexedAccess": true, + "noImplicitOverride": true, + "noFallthroughCasesInSwitch": true, + "verbatimModuleSyntax": true, + "allowImportingTsExtensions": true, + "resolveJsonModule": true, + "skipLibCheck": true, + "noEmit": true + } +} diff --git a/imports/brunch-agent/tsconfig.json b/imports/brunch-agent/tsconfig.json new file mode 100644 index 00000000000..2b2ae6a3b86 --- /dev/null +++ b/imports/brunch-agent/tsconfig.json @@ -0,0 +1,14 @@ +{ + "extends": "./tsconfig.base.json", + "compilerOptions": { + "types": ["bun", "vite/client"] + }, + "include": [ + "test", + "packages/*/src", + "packages/*/test", + "apps/*/src", + "apps/*/test", + "apps/*/*.config.ts" + ] +} From 996f0cf6a14da97813291ce6ec3fa2f2c0aa7039 Mon Sep 17 00:00:00 2001 From: Lu Nelson <21277928+TimDiekmann@users.noreply.github.com> Date: Thu, 20 Aug 2026 17:09:37 +0200 Subject: [PATCH 21/65] FE-1364: Define the process-model elicitation representation (#5) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Resolution of the wayfinder ticket: the IR is the set of active captures read through the plugin's declared payload type system — no second store; the net is one projection. Layer A (architecture-level definition) is conditionally ratified pending worked-examples validation (FE-1397); Layer B is the CPS plugin's ten-kind payload design for the truck-fleet September case. Adds the IR glossary entry to CONTEXT.md. Co-authored-by: Claude Fable 5 --- imports/brunch-agent/CONTEXT.md | 4 + .../process-model-elicitation/ir-design.md | 161 ++++++++++++++++++ 2 files changed, 165 insertions(+) create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/ir-design.md diff --git a/imports/brunch-agent/CONTEXT.md b/imports/brunch-agent/CONTEXT.md index 6ea1a27b453..c70d8e1df8c 100644 --- a/imports/brunch-agent/CONTEXT.md +++ b/imports/brunch-agent/CONTEXT.md @@ -70,6 +70,10 @@ _Avoid_: digest (brunch's form) ### Envelope & packs +**Intermediate representation (IR)**: +The elicited description a target-document accumulates: the set of active captures, read through the plugin's declared payload type system. Not a second store — every consolidated view (entity graph, net, completion table) is a read-time projection over active captures, and the rendered artifact is one projection of the IR, never the IR itself. Defining a plugin's IR means defining its payload type system. +_Avoid_: knowledge store, domain model (as a stored unit), staging area + **Capture envelope**: The harness-defined, domain-free wrapper around an opaque plugin payload: harness-minted id, evidence spans, epistemic status, confidence, value-xor-absence, alternatives grouping, one `supersedes` link. The hourglass waist. No stored status — envelope status (`active | superseded | retracted`) derives at read time from links and events. diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/ir-design.md b/imports/brunch-agent/docs/planning/process-model-elicitation/ir-design.md new file mode 100644 index 00000000000..2ff8460a2fd --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/ir-design.md @@ -0,0 +1,161 @@ +# Intermediate representation — design (FE-1364) + +Resolved 2026-08-13 (FE-1364 grilling session). Two layers: a general, architecture-level +definition of the IR — **conditionally ratified**, see the status note — and the CPS plugin's +specific payload design, the September working design. Inputs: the kernel spec (§5, §6, §11), +the Petrinaut survey's format facts, Dora's PRO-98 ontology (its Maps-to column), the +open-questions doc §7, and the FE-1363 use-case resolution. + +## Layer A — what "the IR" is, architecturally + +**Definition.** The intermediate representation of a target-document is the set of active +captures, read through the plugin's declared payload type system. There is no second store: +every consolidated view — an entity graph, a net, a completion table — is a read-time +projection over active captures. The rendered artifact is one projection of the IR, never the +IR itself. + +The harness half is already fixed by the kernel spec: each capture is an envelope (id, evidence +spans, epistemic status, confidence, value-xor-absence, alternatives, supersession) around an +opaque plugin payload. Defining an IR is therefore defining a payload type system. + +**What a plugin's payload type system must do** (durable, cross-plugin): + +1. **Declare a closed, named catalog of assertion kinds** (namespaced concept declarations). + Assurance: `Statement` kinds; Gherkin: scenario/step records; CPS: the catalog below. + *(already spec canon, §11.1)* +2. **Statement granularity.** Each payload is one assertion at the granularity the user stated + it; factoring into artifact-shaped elements belongs to `project`. The interviewer never does + the artifact's modelling work mid-conversation. *(new in this decision)* +3. **Projection-independence.** Kinds are defined in domain vocabulary, never a projection + target's vocabulary; the IR may legitimately hold kinds no current projection consumes — the + typed loss report is what keeps that honest. *(new in this decision)* +4. **Relations are payload data, not envelope structure.** A plugin needing structure declares + its own reference/edge vocabulary (assurance's four edge kinds; CPS's symbolic name + references). *(already spec canon, §5)* +5. **Domain labels and rollups derive at read time via `project`, never stored.** + *(already spec canon, §5, §13.3)* + +**Recommended patterns** (MAY, not obligations): + +- Symbolic, name-based references between payloads, with `reconcile` doing identity resolution + at read time — matches how experts talk and survives supersession without dangling edges. +- A purpose/objective kind anchoring a **question-relative completion contract**. +- Non-load-bearing pattern/motif annotations that projection may take hints from but never + depend on. + +**Status: conditionally ratified** (Lu, 2026-08-13). Ratification requires drafting speculative +payload designs across at least three plugin targets at different complexity levels — Gherkin +(thin, known), CPS (thick, this document), plus a third to triangulate (the kernel spec names +BPMN/process-mining as the third dev target) — and checking which properties survive. That +exercise is its own prototype ticket. Two standing expectations for it: **sublimation pressure +is the norm** (drafting the assurance plugin moved content harness-ward into the generic +strategy quiver; expect the same of CPS facets — a kind migrating to the harness is a finding, +not a failure), and all Layer-A claims stay provisional until real examples run through a +working harness. + +## Layer B — the CPS plugin's IR + +A working design, validated only against the truck-fleet reference case (FE-1363). The +worked-examples exercise and the harness will bend it. + +### Assertion kinds + +| # | Kind | Holds | Projects to (Petrinaut) | +|---|------|-------|-------------------------| +| 1 | **entity-type** | object types and their attributes, incl. continuous state variables (truck, component, wear level) | colours + typed elements | +| 2 | **boundary-condition** | initial populations, arrival/departure rates, external inputs ("40 trucks, 3 bays", initial wear distribution) | scenario `initialState` + `scenarioParameters` | +| 3 | **activity** | steps *as the expert states them*: actors, resources, preconditions, outcomes, duration | factored transitions (see granularity rule) | +| 4 | **ordering/flow** | sequencing, branching, trigger conditions | arcs, guards, arc types (read/inhibitor) | +| 5 | **policy** | decision rules at choice/conflict points | guard/priority code where compilable; mostly IR-only | +| 6 | **dynamics** | continuous evolution laws (wear accumulation) | differential equations on real-valued colour elements | +| 7 | **objective** | questions the model must answer; goals; penalty weights | metrics where expressible as scalars over simulation state; weights IR-only | +| 8 | **constraint** | regulatory/business rules, conservation laws | guards partially; references IR-only | +| 9 | **data-binding** | model variable ↔ data feed | nothing today (Live Mode unimplemented) | +| 10 | **validation-criterion** | how we would know the model is right | nothing today | + +Kinds 1–6 are **net-bearing**; 7–10 are partly or wholly **IR-only**. That split is the demo's +story: the net is one projection of the elicited description, and what the net cannot hold is +neither lost nor hidden — it is in the IR with provenance, and the loss report says so. +(Corroborated independently: Dora's Maps-to column marks constraints, policies, and penalty +weights as living "in the intermediate representation", and routes objectives to the +simulation/experiment layer — i.e. metrics.) + +**Attribute patterns** (cross-kind, deliberately not kinds): + +- **quantity** — durations, rates, probabilities, capacities; quantile-elicited (never + min/mode/max), attachable to any kind; shared/tunable quantities project to `parameters`. +- **rationale** — available on every kind, never only under objective. +- **source-regime** — `prescribed | practiced` on every kind (manuals vs. how it actually + runs). One model, not parallel models; a prescribed/practiced divergence surfaces as an + ordinary typed `conflicting` issue — which is elicitation gold ("rules nobody wrote down"), + not an error state. + +### Granularity rule (Dora's claim #2, validated with correction) + +"Steps become transitions; states between become places" survives as a **projection** rule, +not a storage rule. The IR stores activities at the expert's statement granularity, durations +included. Petrinaut has no timing field of any kind — a timed step cannot be one transition — +so `project` owns the factoring (e.g. start-transition → in-progress place → end-transition, +or rate code). If the IR stored net-granularity elements, every factoring change would +masquerade as a knowledge change and the interviewer would be doing net modelling +mid-conversation. + +### Motifs + +The motif quiver (small, parameterised, variant selectors) lives in the **ElicitationPack as +question guidance only** — scaffold-yes, generator-no, per the literature verdict. No motif +vocabulary in the payload for September; the optional non-load-bearing annotation pattern +(Layer A) exists if projection ever demonstrably needs the hint. Per-object-type templates +live nowhere. + +### Completion + +The CPS plugin commits to **question-relative completion**: `objective` captures anchor the +completion contract — every objective has its supporting kinds covered — over a small static +floor (at least one objective; entities; a happy-path flow). The interview therefore opens on +objectives. This operationalizes the earning test (stochasticity and colour only where an +objective demands them) and is the corrected form of a static category ordering. + +### Projection to Petrinaut + +- **Emission surfaces**: all four in-file surfaces — net structure (places, transitions, + colours, ODEs, arcs), **scenario** (mandatory: a bare net loads with an empty marking and + does nothing when simulated), **metrics**, **parameters**. The Optuna/optimization file + format (`petrinaut-optimization`) is **excluded for September**: its ontology is itself in + flight (Yannis is working on it; his design is a candidate future input). Penalty weights + stay IR-only and appear in the loss report. +- **Typed loss report**: per-capture; every active capture lands in exactly one of + `mapped-exactly / normalized / approximate / collapsed / omitted / defaulted / + unrepresentable`. The table above implies the first cut: entity-types and dynamics map + exactly (names normalized); boundary-conditions map to scenario content; activity structure + is normalized with durations approximate (rate code); orderings map exactly; policies are + approximate/collapsed with rationale unrepresentable; objectives normalize to metrics where + scalar-expressible, with penalty weights and rationale unrepresentable; constraints collapse + partially with regulatory references unrepresentable; data-bindings and validation-criteria + are unrepresentable. **First cut, illustrative** — the binding table is owned by the plugin + spec; the mechanism (per-capture, seven categories) is resolution-grade. +- **Regime rule**: the net projects the **practiced** process. Where prescribed and practiced + diverge unresolved, practiced wins and the prescribed reading lands as `omitted` in the + report. +- **Naming discipline**: IR payloads keep expert-language names verbatim (evidence-faithful). + The ProjectionPack owns a deterministic name→PascalCase identifier scheme — place names are + identifiers inside every code surface (guards, kernels, ODEs, metrics), and import does not + validate them — emits the name-map as projection metadata for the demo shell to display, and + records collision renames as `normalized`. +- **Provenance stays outside the file.** The Petrinaut format has no provenance, rationale, + confidence, or draft-ness fields anywhere, and unknown keys are stripped on import (inline + annotation is explicitly not round-trippable). Everything IR-only is honestly + `unrepresentable` in the artifact; provenance display is the demo shell's job, never + smuggled into the file. + +### September minimum (the open-questions doc's §7.2, answered) + +The schema holds all ten kinds. The demo requires captures in the seven net-bearing-plus- +objective kinds (entity-type, boundary-condition, activity, ordering/flow, policy, dynamics, +objective); constraint, data-binding, and validation-criterion are schema-present and may be +sparsely populated — their presence *is* the "net is one projection" story even at two +captures each. + +§7.1 asked what else belongs on the lives-outside-the-net list: **initial/boundary conditions** +(populations, arrival rates, external inputs — scenario-bound, not net-bound) and **user +identity as elicitation-shaping metadata** (Dora's ontology; harness-side, not payload). From a34663a89656a5b2145f6bd372a4e78cc7f3e839 Mon Sep 17 00:00:00 2001 From: Lu Nelson <21277928+TimDiekmann@users.noreply.github.com> Date: Thu, 20 Aug 2026 17:10:07 +0200 Subject: [PATCH 22/65] FE-1361: Measure the one-shot AI elicitation baseline (#6) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit * FE-1361: Run the baseline control — what one-shot AI elicitation already achieves Two-condition experiment (bare claude-opus-5 vs the same model armed with the seven-category v0 prompt) against a simulated master scheduler on the Production Scheduling testbed case. Materials, runner, both transcripts, and the scored read-out under docs/planning/process-model-elicitation/ baseline/. Headline: the bare baseline interviews far better than the positioning assumed (objectives-first, unwritten-rules probing, unprompted assumptions register), neither condition can end the engagement, and the residual gaps in the v0 condition are machinery-shaped — the evidence-derived requirements list for the plugin spec. Co-Authored-By: Claude Fable 5 * FE-1361: Cover docs/planning scripts in the typecheck gate The smoke stack linted and formatted baseline/run.ts but never typechecked it (tsconfig include stopped at packages/apps/test). Adding the include surfaced a real narrowing error in the runner's argv guard, fixed via a never-returning usage() helper and a re-typed condition binding. Co-Authored-By: Claude Fable 5 * Fix off-by-one relative links left by the docs/planning migration Four inbox links and one CONTEXT.md link in the moved process-model-elicitation tree were each off by one ../ segment, contradicting INDEX.md's "relative links fixed" claim. Verified the whole docs/ tree; the only remaining broken link is the settled elicitation-kernel archive's pointer to a never-committed prototype HTML, left as-is since the archive is the record. Co-Authored-By: Claude Fable 5 --------- Co-authored-by: Claude Fable 5 --- imports/brunch-agent/docs/INDEX.md | 1 + .../baseline/opening-message.md | 13 + .../baseline/protocol.md | 84 + .../baseline/readout.md | 255 +++ .../process-model-elicitation/baseline/run.ts | 371 ++++ .../baseline/situation-pack.md | 137 ++ .../transcripts/condition-1-model.txt | 235 +++ .../baseline/transcripts/condition-1.md | 1642 +++++++++++++++++ .../baseline/transcripts/condition-1.raw.json | 1445 +++++++++++++++ .../transcripts/condition-2-model.txt | 11 + .../baseline/transcripts/condition-2.md | 1328 +++++++++++++ .../baseline/transcripts/condition-2.raw.json | 1360 ++++++++++++++ .../baseline/v0-prompt.md | 80 + .../expert-meeting-findings-2026-08-11.md | 2 +- .../research/voice-feasibility.md | 8 +- imports/brunch-agent/tsconfig.json | 3 +- 16 files changed, 6969 insertions(+), 6 deletions(-) create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/opening-message.md create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/protocol.md create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/readout.md create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/run.ts create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/situation-pack.md create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1-model.txt create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1.md create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1.raw.json create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2-model.txt create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2.md create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2.raw.json create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/baseline/v0-prompt.md diff --git a/imports/brunch-agent/docs/INDEX.md b/imports/brunch-agent/docs/INDEX.md index 1e59feb758d..e6bfc1544ad 100644 --- a/imports/brunch-agent/docs/INDEX.md +++ b/imports/brunch-agent/docs/INDEX.md @@ -40,6 +40,7 @@ settlement) · `active` (artifact of a live effort) · `settled` (permanent home | [research/voice-feasibility](planning/process-model-elicitation/research/voice-feasibility.md) | active | gisted in FE-1359 resolution | Voice verdict: bolt-on with constraints; T0–T3 tiers | | [research/elicitation-strategy-literature](planning/process-model-elicitation/research/elicitation-strategy-literature.md) | active | gisted in FE-1360 resolution | Literature synthesis, 9 sections, verification-labeled | | [research/re-interviewing-literature-worker-report](planning/process-model-elicitation/research/re-interviewing-literature-worker-report.md) | active | noted on FE-1361 | Verbatim instruments: 34-mistake taxonomy, question typologies, LLM-interviewer results | +| [baseline/](planning/process-model-elicitation/baseline/) | active | gisted in FE-1361 resolution | Baseline-control experiment: protocol, situation pack, v0 prompt, runner, both transcripts, scored read-out | ## Decision records (`docs/adr/`) diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/opening-message.md b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/opening-message.md new file mode 100644 index 00000000000..f742b9c589b --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/opening-message.md @@ -0,0 +1,13 @@ +# Opening message (shared by both conditions) + +The first user message the interviewer receives. Identical across conditions so the only +difference between condition 1 and condition 2 is the presence of the v0 system prompt. + +--- + +I'm the master scheduler at a coatings plant. My boss wants a simulation model of how we +schedule production, so we can test scheduling decisions before making them. We have tooling +that runs Petri-net-style process models, so the end product should be a model I can hand to +that — but I can't tell you much about the format, I'm not the modelling person. + +Please interview me about how our operation works, and then produce the model. diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/protocol.md b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/protocol.md new file mode 100644 index 00000000000..3b319a5c36c --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/protocol.md @@ -0,0 +1,84 @@ +# Baseline control — experiment protocol (FE-1361) + +What does one-shot / lightly-prompted AI elicitation already achieve? Two conditions of the +three-condition design (condition 3, kernel harness + real plugin, is out of this ticket's +scope). The read-out lives in [readout.md](readout.md). + +## Conditions + +| # | Interviewer | System prompt | Approximates | +|---|---|---|---| +| 1 | `claude-opus-5` | none | the incumbent: a strong model told to interview-then-build (the Petrinaut assistant's prompt already mandates interview-first, per the FE-1358 survey) | +| 2 | `claude-opus-5` | [v0-prompt.md](v0-prompt.md) | the degenerate plugin: the seven-category elicitation surface as pure guidance, no machinery | + +Both conditions receive the identical opening user message +([opening-message.md](opening-message.md)); the v0 system prompt is the only difference, so +the 1→2 delta measures what pack content alone buys. + +## Subject and interviewee + +Subject: **Production Process Scheduling** (Notion use-case DB, the mature spec'd case with a +reference model — FE-1363 retained it as the flat-baseline testbed). The interviewee is a +simulated expert per the FE-1363 resolution: `claude-sonnet-5` role-playing a master scheduler, +defined by [situation-pack.md](situation-pack.md). The pack was authored from the use case's +operational prose (problem & context, data requirements, commercial angle) and never from the +model outline — pack and reference model sit on opposite sides of the information wall. Facts +are tiered: freely given, *(tacit)* (surfaces only under reaching questions), *(believes)* +(honest perspective error), *(doesn't know)* (genuine absences the interviewer should record +rather than fill). + +## Mechanics ([run.ts](run.ts)) + +- Alternating API calls; each side sees only its own history. The interviewer never sees the + situation pack; the expert never sees the v0 prompt. +- A `claude-haiku-4-5` classifier checks each interviewer turn for the final model deliverable; + delivery ends the run. +- **Impatience probe**: on exchange 8 the runner appends a scripted time-pressure line to the + expert's reply, identically in both conditions (LLMREI found LLM interviewers end too readily + on impatience cues; ReqElicitGym found the opposite failure of exhausting the budget — the + probe plus the budget makes both observable). +- **Turn budget**: forced wrap-up at 20 interviewer turns ("produce the model now"), hard stop + at 24. Delivering only at the forced wrap is itself a stopping-discipline finding. +- The interviewer keeps the model's default adaptive thinking (part of "vanilla Claude"); the + expert and classifier run with thinking disabled. When a final delivery is cut off at the + response budget, the runner stitches continuation responses into one message + (`--continue-final` repairs an already-finished run the same way); the checkpoint file + (`.raw.json`) is written after every exchange and `--resume` continues an interrupted run. +- Sampling is default-temperature; runs are single-shot (n=1 per condition), so treat every + read-out claim as existence evidence, not a rate estimate. + +Rerun with `bun run.ts 1` / `bun run.ts 2` from this directory (needs `ANTHROPIC_API_KEY`). +Transcripts land in `transcripts/` and are committed as the experiment artifact. + +## Instruments (scored in the read-out) + +1. **Bano/Ferrari 34-mistake taxonomy**, via the operationalized Likert questionnaire + (verbatim in + [../research/re-interviewing-literature-worker-report.md](../research/re-interviewing-literature-worker-report.md)), + scored per LLMREI practice: Question Formulation, Question Omission, Order of Interview, + Communication Skills, Customer Interaction (Analyst Behaviour and Teamwork & Planning + dropped as inapplicable to a text-only single agent). +2. **Seven-category surface coverage**: per category — asked? probed past the first answer? + present in the output? (objectives, structure, taxonomy, rates & distributions, policies at + conflict points, constraints incl. unwritten, boundary conditions). +3. **Silent-assumption audit**: every load-bearing value or rule in the output model traced + back to a transcript utterance; anything untraceable and unlisted is a silent assumption + (Dora's explicit-list requirement). +4. **Structural sanity of the output net**, judged against the Petrinaut format facts from the + FE-1358 survey (scenario-or-dead-net, PascalCase identifiers, no timing fields, arc shape). +5. **Stopping discipline**: reaction to the impatience probe; self-stop vs. forced wrap. +6. **Excavation checks**: did the interviewer surface the *(tacit)* facts, correct the + *(believes)* errors, and record the *(doesn't know)* absences as absences? + +## Threats to validity (acknowledged) + +- n=1 per condition; single-shot sampling. Findings are qualitative evidence for design, not + statistics. +- The simulated expert shares a model family with the interviewer; an oversharing simulator + would inflate coverage in both conditions equally, but absolute coverage numbers should not + be read as human-interview performance. +- The v0 prompt was written by the same team that will score the transcripts. The mistake + questionnaire is the external check. +- Condition 1 approximates the incumbent rather than driving the actual Petrinaut assistant + (different provider/model, no tools). The FE-1358 survey's prompt excerpt is the bridge; the + incumbent's tool-driven build loop is exactly the machinery this experiment holds constant. diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/readout.md b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/readout.md new file mode 100644 index 00000000000..ebac4372021 --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/readout.md @@ -0,0 +1,255 @@ +# Baseline control — read-out (FE-1361) + +Scored 2026-08-13, against the transcripts in [`transcripts/`](transcripts/). Design and +mechanics in [protocol.md](protocol.md). Both conditions ran `claude-opus-5` as interviewer +against the same simulated master scheduler, single-shot each — every claim below is existence +evidence from one run per condition, not a rate estimate. + +## Headline findings + +**1. The baseline is far stronger than the positioning assumed.** Bare Claude — no system +prompt at all — opened objectives-first, walked the process end to end, probed retractions and +vague quantifiers, reached the unwritten-rules layer with a direct probe ("any other rules +that are just how it's done?"), refused to invent missing numbers, warned the user against +using the model politically before validation, and delivered its model with an unprompted +two-tier assumptions register headed "Every row below will produce confident-looking output. +None of it is evidence." The FE-1358 heads-up (the incumbent will *look* like elicitation) +understated it: the model doesn't just look like an elicitor, it interviews at a level the +Bano instrument scores as better than the human novices the taxonomy was built from. Any +"the incumbent asks for a net; the elicitor works upstream" claim is dead on this evidence — +the frontier model already works upstream unprompted. The differentiation argument must rest +on machinery, and the residual-gap list below is exactly that argument. + +**2. Neither condition can end the engagement.** Both interviews hit the forced wrap at turn +20+ before delivering. Condition 1 exhibited a stopping failure the literature doesn't name: +it declared the interview complete at turn 5 ("What's outstanding is data, not +understanding"), parked the deliverable behind data pulls it had prescribed, and then spent +eleven turns in a degenerate pleasantry loop (verbatim turns: "👍", "—", "*[No further +response needed — conversation complete.]*") — interview over, deliverable never coming. The +forced wrap then produced a complete, coherent 39k-character artifact immediately: the +capability was present all along, the *delivery trigger* was not. Condition 2 avoided the +quit-on-impatience failure cleanly (bounded estimate, honest per-category gap inventory, +released the user to her meeting) but never self-terminated either — it committed to a second +session the setting could never grant and filled the remaining budget with genuinely useful +data-pull specs and scenario probes. ReqElicitGym's finding ("models overwhelmingly lack +effective stopping criteria") reproduces at the top of the model range, in both a degenerate +and a sophisticated form. Completion has to be an adjudicated contract, not model judgment. + +**3. The v0 prompt buys real, specific improvements** — see the 1→2 delta below — but not the +ones the design expected. The expected headline delta (assumption capture) mostly didn't +materialize, because bare Claude already keeps a register. What guidance actually bought: +interaction shape, quantile elicitation, systematic category accounting, and depth at +conflict points and penalty weights. + +**4. The residual gaps are machinery-shaped.** Everything both conditions still get wrong — +silent hardening of vague statements into "confirmed" constants, coverage blind spots +invisible to their own accounting, prose-only provenance needing manual re-consolidation, +non-loadable dead-net artifacts with uncaught structural bugs, no completion adjudication — +is a thing a prompt cannot fix and the harness/plugin design claims to. That is the +evidence-derived requirements list the plugin spec needed. + +## Bano questionnaire scores + +1 = mistake absent … 5 = strongly present. Scored per LLMREI practice on the five applicable +categories (Analyst Behaviour and Teamwork & Planning dropped). Evidence lines live in the +scoring notes; the table gives the scores. + +| Item | C1 (bare) | C2 (v0) | +|---|---|---| +| **Question Formulation** | | | +| Asked vague questions | 1 | 1 | +| Asked technical questions | 3 | 2 | +| Asked irrelevant questions | 1 | 1 | +| Asked customer for solutions | 1 | 1 | +| Asked very long questions | 4 | 3 | +| Incorrect formulation | 1 | 1 | +| **Question Omission** | | | +| No stakeholder question | 2 | 2 | +| No probing questions | 1 | 1 | +| No existing-process questions | 1 | 1 | +| No prioritisation questions | 1 | 2 | +| No problem-domain questions | 1 | 1 | +| No goals/success criteria | 1 | 1 | +| Missed relevant questions | 2 | 3 | +| **Order of Interview** | | | +| No summary at end | 2 | 1 | +| Incorrect opening | 3 | 1 | +| Incorrect question order | 1 | 1 | +| Repeated questions | 2 | 1 | +| **Communication Skills** | | | +| Unnatural dialogue style | 3 | 2 | +| Poor communication | 1 | 1 | +| Poor listening | 1 | 1 | +| **Customer Interaction** | | | +| No rapport | 2 | 1 | +| Influencing customer | 2 | 2 | +| Interrupting | 1 | 1 | + +Both conditions score dramatically better than Bano's student cohorts (where e.g. 19/28 +groups failed to summarize and 16/28 built no rapport) and in line with LLMREI's finding that +an LLM interviewer's communication skills outrate humans. The instrument's headline mistakes +are simply not where a frontier model fails. Where it does register: **condition 1's opening +is a 29-question battery** (very-long-questions 4, opening 3) that a real human expert would +plausibly abandon — the simulated one coped ("I'll go fast") — where condition 2 held to 3–5 +questions per turn with single-thread probing, per its batching guidance. Condition 1's +"unnatural dialogue style" 3 is the pleasantry-loop degeneracy; its "repeated questions" 2 is +actually diligence (re-chasing its four-times-ignored which-dialect question). "Missed +relevant questions" is the one item where condition 2 scored *worse* (3 vs 2): it never asked +about ramp scrap, maintenance, margins, or minimum run sizes — see the coverage blind-spot +finding. + +## Seven-category surface coverage + +| Category | C1 asked / probed / in output | C2 asked / probed / in output | +|---|---|---| +| Objectives & questions-to-answer | yes / yes / yes — but penalty weights never pursued numerically; design sidesteps via KPI-vector comparison | yes / yes / yes — weights co-constructed from betting questions, fitted ratio flagged as fitted | +| Structure | yes / yes / yes | yes / yes / yes | +| Domain taxonomy | yes / partial / yes — invented an unvalidated SHADE 1–5 scale | yes / yes / yes | +| Rates & distributions | yes / partial / partial — no quantile elicitation; "every week or two, half a shift" silently became MTBF ≈ 10 days + a min/mode/max triangle (the literature's warned-against form) | yes / yes / yes — textbook quantile elicitation ("one time in ten, worse than ___") | +| Policies at conflict points | yes / partial / yes — never asked who wins when two lines want the crew at once | yes / yes / yes — named "the biggest gap — the model is mostly worthless without it"; four concrete scenario probes; five swappable conflict rules in the artifact | +| Constraints incl. unwritten | yes / yes / yes — the direct unwritten-rules probe landed (VW-02 veto surfaced) | partial / yes / partial — the dedicated unwritten-rules sweep was scheduled for a second session that never came (self-declared gap) | +| Boundary conditions | partial / no / partial — arrival/MTO/materials asked once, unanswered, never re-asked | partial / yes / partial — order-release process excavated (credit hold); promise-date padding flagged as "the single most load-bearing unknown" but never obtained | + +## Excavation against the situation pack's tiers + +| Pack fact | C1 | C2 | +|---|---|---| +| VW-02 post-dark-tint veto *(tacit)* | **surfaced** (unwritten-rules probe) — but operationalized as an invented "shade ≥ 4" threshold inside a "confirmed" row | missed — its trigger question was deferred to the phantom second session | +| Meridian → Line 2 *(tacit)* | surfaced; audit origin never asked | surfaced **with** the audit origin (habit-vs-rule probe) | +| Specialty line restriction *(tacit)* | surfaced + sharpened ("I hadn't said it out loud like that before") | partial; ambiguity caught and ledgered, not resolved | +| Line 3's two unqualified tint SKUs *(tacit)* | surfaced; kept as unconfirmed | surfaced; ledger notes it guessed *which* two | +| PM–changeover co-location *(tacit)* | **missed — maintenance never asked** | **missed — maintenance never asked** | +| Line 1 tank blocking *(tacit)* | surfaced; refused to arbitrate the dispute, designed an identifying measurement instead | surfaced; modelled as an explicit blocking mechanism | +| Bottleneck moves by product *(tacit)* | partial (specialty-at-mill only) | **surfaced fully**, incl. the L1≈L2-on-tints anomaly, engineered into the rates table | +| Unwritten lateness hierarchy *(tacit)* | surfaced ordinally; tolerances silently hardened to 48h/168h | **the standout excavation**: betting questions → "Meridian's is a cliff, everyone else's is a slope" → kinked scoring function | +| Crew contention *(tacit)* | surfaced; Tuesday mechanism co-derived | surfaced; overnight-loss consequence made concrete | +| "Line 2 twice as fast" *(believes)* | never surfaced (speeds deferred to a data request) | surfaced **and explained** (fill-head dependence), encoded correctly | +| "Changeovers overlap fine" *(believes)* | corrected via tech-hour arithmetic | never got asserted — scenario questions established serialisation first | +| Penalty weights *(doesn't know)* | sidestepped (no scalar objective) — not recorded as an absence | co-constructed, fitted ratio explicitly labelled "reverse-engineered… not elicited" | +| Failure/repair distributions *(doesn't know)* | recorded as assumption with retirement path | recorded as absence; placeholders marked "entirely invented"; CMMS pull spec'd | +| Ramp scrap *(doesn't know)* | handled exemplarily (swept parameter + threshold framing + floor measurement) | **never asked; absent from model, ledger, and its own gap accounting** | +| Step-level cycle times *(doesn't know)* | partial (rate matrix requested; historian never surfaced) | partial (absence recorded; historian never surfaced) | + +The complementary misses are the important pattern: each condition surfaced deep tacit facts +the other missed entirely (C1: the VW-02 veto; C2: the full bottleneck-migration story, the +cliff/slope weights), and both share blind spots (maintenance, the historian). One run's +coverage is materially luck — which is itself the argument for harness-computed completion +accounting over interviewer self-report. + +## Silent-assumption audit + +Both conditions produced explicit assumption registers — bare Claude unprompted (15 +"confirmed" + 14 "unvalidated" rows with retirement paths), condition 2 per its instructions +(37 numbered entries with per-entry source attribution, load-bearing flags, and costed +checks, e.g. "30 seconds at the vessel"). The registers are genuinely good. The audit found +what leaked past them: + +- **C1** (≈6 silent items): materials availability misrepresented as "never raised as a + driver" when the question was simply never answered; make-to-order assumed; weekends + assumed non-working; the invented SHADE scale and VW-02 threshold sitting inside a + *confirmed* row; "couple of days"/"a week" hardened to 48h/168h constants under + "confirmed"; an unasked rinse duration in the parameter file. +- **C2** (≈5 silent items against 37 ledgered): an invented daily truck schedule that + directly interacts with the Meridian penalty window; specific shift clock-times from + Marta's "day shift, nominally"; the volunteered skeleton night crew dropped entirely; a + noise parameter; and the whole-model omission of ramp scrap — invisible to the ledger + because the ledger only knows what the interview touched. + +The pattern across both: the registers catch *known* unknowns well; what they structurally +cannot catch is silent hardening (vague utterance → precise constant, filed as confirmed) and +never-asked categories. Both are exactly what per-capture epistemic status and +harness-computed coverage are for. + +## Output artifacts + +- **C1** chose markdown spec + CSV parameters + plain P/T PNML with all colour, timing, + guards, and the entire policy layer as non-executable `` annotations; only + Line 1's subnet is drawn, with "copy the block" instructions for the others. It cannot run + anywhere: demand initialises "from ERP", rates are placeholders — a dead net by Petrinaut's + scenario-or-dead-net standard, though the document says so itself. It also contains an + outright structural bug: `T_Assign_L1` consumes the order token and marks the *upstream + idle* place — the assigned order vanishes ([transcripts/condition-1-model.txt](transcripts/condition-1-model.txt)). A draft-stage + lateness place silently disappeared between the mid-interview draft and the final net. No + validator existed to catch either. +- **C2** chose a structured specification of a coloured, timed net with an explicit, + swappable policy layer, scoring function, experiment switches, and validation targets + (replay 26 weeks of history; changeover-hours/month as the calibration anchor). Honest and + well-organized, but likewise not a loadable artifact, with record-typed colours and place + capacities that exceed the target format, and no scenario. Notably it independently + rediscovered **priority-based conflict resolution as the missing engine feature** — the + use-case page's own top Petrinaut feature request. + +Both delivered *specifications for models*, not models. For the demo pipeline this is the +projection gap in its rawest form: nothing between "excellent description" and "file that +opens and runs" exists in either condition, and mid-artifact structural errors go uncaught +without a validate step. + +## The 1→2 delta — what pack content alone buys + +Real, observed improvements attributable to one page of guidance: + +1. **Interaction shape.** A 29-question opening battery became 3–5 grouped questions with + single-thread probing. On a real human expert this is plausibly the difference between an + interview and an abandonment. +2. **Quantile elicitation.** Zero instances → textbook execution; C1 fell into exactly the + min/mode/max triangle the literature warns against (~69% error in naive fits). +3. **Category accounting.** C2's impatience-probe response was an honest per-category + have/missing inventory with prioritized gaps — the v0 surface functioning as a live + completion checklist. C1 had no equivalent frame. +4. **Conflict-point depth.** From one implicit-FIFO gap to the interview's centre of gravity + ("the model is mostly worthless without it"), probed with concrete scenarios. +5. **Penalty-weight co-construction.** From sidestepped to the cliff/slope excavation — the + pack's hardest "never written down" fact, obtained through betting questions and honestly + labelled as fitted. +6. **Ledger quality** (not existence): per-entry source attribution, load-bearing flags, + costed verification paths. + +What the delta was expected to include but didn't: register existence (bare Claude already +does it), probing discipline (already present), objectives-first (already present), +refusing invention (both refuse — neither offered the incumbent prompt's "make it up" escape +hatch, and C1's refusal is the root of its deliverable-deferral failure). + +## Residual gaps in condition 2 — the evidence-derived plugin requirements + +What one page of guidance demonstrably cannot fix, each observed in the strongest condition: + +1. **Completion adjudication.** No self-stop existed; the engagement ended by external force. + The v0 checklist improved *reporting* of completeness but nothing *adjudicated* it — + question-relative completion as a contract (spec §13, ir-design "Completion") is the + mechanism, and both stopping failure modes here (deferral loop; open-ended engagement + fiction) are its absence. +2. **Durable, idempotent capture.** The ledger lived in prose and had to be manually + re-consolidated three times as it grew; nothing prevents drift or double-capture. This is + the capture store + sweep mechanism. +3. **Enforced epistemic status.** The yours/mine/fitted vocabulary C2 improvised is + embryonic envelope epistemic status (`explicit | inferred | defaulted`) — but + prose-enforced, and silent hardening still leaked through (truck schedule, clock times). + Per-capture status that a store *refuses to accept unlabelled* is the fix. +4. **Provenance spans.** Attribution is narrative ("the pattern is yours; the numbers are + mine") with no citable link from model element to utterance; nothing detects the + dropped-fact class of error (C1's vanished lateness place, C2's dropped night crew). +5. **Computed coverage.** The ramp-scrap hole was invisible to C2's own gap accounting — + self-report cannot see never-asked categories. Coverage facts computed against the pack's + declared kinds (harness advisories, typed `missing` issues) can. +6. **Validate + project.** Both artifacts are dead nets with uncaught structural errors; + neither run produced anything importable. The ProjectionPack (`project`/`validate`, typed + loss report, scenario emission) is precisely the missing back half. +7. **Absence as first-class value.** Both conditions handled *some* doesn't-knows well in + prose, but unanswered questions silently became defaults (C1's materials assumption) — + the value-xor-absence envelope rule, observed failing. + +## Notes on the instrument itself (for reruns and condition 3) + +- The impatience probe landed after C1's interview had already wound down — reposition it + earlier (exchange 5–6) or trigger it on interview phase, not exchange count. +- The simulated expert co-created a multi-session fiction (promising ERP exports and floor + observations), which enabled both conditions' non-termination. For a cleaner stopping test, + the opening message or pack should state that this is the only session and no external data + will arrive. +- The classifier's final-delivery detection worked but the deliverable-deferral mode means + "delivered" needs distinguishing from "wound down without delivering" — the eleven-turn + pleasantry loop burned budget invisibly. A no-progress detector would stop earlier and + cheaper. +- Scoring was single-rater (one fork per condition) with spot-check verification; the Bano + scores in particular are one judge's reading. Fine for design evidence; don't quote them + as measurements. diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/run.ts b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/run.ts new file mode 100644 index 00000000000..bb2708cf676 --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/run.ts @@ -0,0 +1,371 @@ +// Baseline-control interview runner (FE-1361). +// +// Runs one condition of the two-condition experiment: an interviewer model is asked to +// "interview me, then produce the model" against a simulated domain expert defined by +// situation-pack.md. Condition 1 sends no interviewer system prompt (bare Claude); +// condition 2 sends v0-prompt.md (the seven-category elicitation surface as guidance). +// +// Usage: ANTHROPIC_API_KEY=... bun run.ts <1|2> [--resume|--continue-final] +// --resume continue an interrupted run from its checkpoint +// --continue-final ask the interviewer to finish a final delivery that was cut off at +// max_tokens, and rewrite the artifacts with the merged message +// +// Outputs, under transcripts/: +// condition-.md readable transcript with run metadata +// condition-.raw.json full message arrays + per-call token usage (also the checkpoint) +// condition--model.txt largest fenced code block of the final message, if any + +import { mkdir } from 'node:fs/promises'; +import { fileURLToPath } from 'node:url'; + +const INTERVIEWER_MODEL = 'claude-opus-5'; +const EXPERT_MODEL = 'claude-sonnet-5'; +const CLASSIFIER_MODEL = 'claude-haiku-4-5-20251001'; + +// Interviewer turns, not exchanges. ReqElicitGym budgets 20; we force a wrap-up at 20 and +// hard-stop at 24 in case the model keeps talking instead of delivering. +const FORCE_WRAP_AT = 20; +const HARD_STOP_AT = 24; +// The scripted impatience probe (LLMREI: interviewers end too readily on impatience cues). +// Appended to the expert's reply on this exchange, identically in both conditions. +const IMPATIENCE_AT = 8; +const IMPATIENCE_LINE = + "(Sorry — I've just seen the time, I have the floor huddle in ten minutes. How much more do you need?)"; +const FORCED_WRAP_MESSAGE = + 'I really do have to stop here. Please produce the model now with everything you have.'; +const CONTINUE_MESSAGE = + 'You were cut off mid-document. Continue exactly from where you stopped — no preamble, no repetition.'; + +interface ChatMessage { + role: 'user' | 'assistant'; + content: string; +} + +interface Usage { + input_tokens: number; + output_tokens: number; +} + +interface ApiResponse { + content: Array<{ type: string; text?: string }>; + usage: Usage; + model: string; + stop_reason: string; +} + +interface CallRecord { + agent: 'interviewer' | 'expert' | 'classifier'; + model: string; + usage: Usage; +} + +interface CallResult { + text: string; + truncated: boolean; +} + +interface RawCheckpoint { + startedAt: string; + condition: string; + stopReason: string; + interviewerTurns: number; + calls: CallRecord[]; + interviewerMessages: ChatMessage[]; +} + +const apiKey = process.env['ANTHROPIC_API_KEY']; +if (!apiKey) { + console.error('ANTHROPIC_API_KEY is not set'); + process.exit(1); +} + +function usage(): never { + console.error('usage: bun run.ts <1|2> [--resume|--continue-final]'); + process.exit(1); +} + +const conditionArg = process.argv[2]; +const mode = process.argv[3] ?? 'fresh'; +if (conditionArg !== '1' && conditionArg !== '2') usage(); +if (!['fresh', '--resume', '--continue-final'].includes(mode)) usage(); +const condition: '1' | '2' = conditionArg; + +const baseDir = fileURLToPath(new URL('.', import.meta.url)); +const transcriptDir = `${baseDir}transcripts`; +const rawPath = `${transcriptDir}/condition-${condition}.raw.json`; +const calls: CallRecord[] = []; + +async function callClaude( + agent: CallRecord['agent'], + model: string, + system: string | undefined, + messages: ChatMessage[], + maxTokens: number, + options: { allowThinking?: boolean } = {}, +): Promise { + // The interviewer keeps the model's default (adaptive) thinking — that is part of "vanilla + // Claude". The expert and classifier have it disabled: a thinking block that consumes the + // whole token budget yields an empty text message, which the API then rejects on re-send. + let tokenBudget = maxTokens; + for (let attempt = 1; attempt <= 5; attempt++) { + const response = await fetch('https://api.anthropic.com/v1/messages', { + method: 'POST', + headers: { + 'x-api-key': apiKey as string, + 'anthropic-version': '2023-06-01', + 'content-type': 'application/json', + }, + body: JSON.stringify({ + model, + max_tokens: tokenBudget, + ...(options.allowThinking ? {} : { thinking: { type: 'disabled' } }), + ...(system ? { system } : {}), + messages, + }), + }); + if (response.status === 429 || response.status >= 500) { + const waitMs = attempt * 15_000; + console.error(` ${agent}: HTTP ${response.status}, retrying in ${waitMs / 1000}s`); + await new Promise((resolve) => setTimeout(resolve, waitMs)); + continue; + } + if (!response.ok) { + throw new Error(`${agent}: HTTP ${response.status}: ${await response.text()}`); + } + const data = (await response.json()) as ApiResponse; + calls.push({ agent, model: data.model, usage: data.usage }); + const text = data.content + .filter((block) => block.type === 'text') + .map((block) => block.text ?? '') + .join('\n'); + if (text.trim() === '') { + // Adaptive thinking can consume the entire budget before any text is emitted. + tokenBudget *= 2; + console.error( + ` ${agent}: empty text (blocks: ${data.content.map((block) => block.type).join(',')}), ` + + `retrying with max_tokens=${tokenBudget}`, + ); + continue; + } + return { text, truncated: data.stop_reason === 'max_tokens' }; + } + throw new Error(`${agent}: exhausted retries`); +} + +// The interviewer's final delivery can exceed one response budget; stitch continuations into +// a single message so the transcript holds the complete deliverable. +async function callInterviewer( + system: string | undefined, + messages: ChatMessage[], +): Promise { + let result = await callClaude('interviewer', INTERVIEWER_MODEL, system, messages, 16_000, { + allowThinking: true, + }); + let text = result.text; + for (let piece = 1; result.truncated && piece <= 4; piece++) { + console.error(` interviewer: truncated, requesting continuation ${piece}`); + result = await callClaude( + 'interviewer', + INTERVIEWER_MODEL, + system, + [ + ...messages, + { role: 'assistant', content: text }, + { role: 'user', content: CONTINUE_MESSAGE }, + ], + 16_000, + { allowThinking: true }, + ); + text += `\n${result.text}`; + } + return text; +} + +async function loadSection(file: string): Promise { + const raw = await Bun.file(baseDir + file).text(); + const separatorIndex = raw.indexOf('\n---\n'); + return separatorIndex === -1 ? raw.trim() : raw.slice(separatorIndex + 5).trim(); +} + +async function isFinalModel(message: string): Promise { + const verdict = await callClaude( + 'classifier', + CLASSIFIER_MODEL, + 'You label messages from an AI assistant that was asked to interview a user and then ' + + 'produce a process model. Answer with exactly YES or NO.', + [ + { + role: 'user', + content: + 'Does the following message contain the final model deliverable (a complete model ' + + 'artifact such as a JSON document or a full structured model specification), as ' + + 'opposed to only questions, discussion, or interim summaries?\n\n\n' + + message + + '\n', + }, + ], + 16, + ); + return verdict.text.trim().toUpperCase().startsWith('YES'); +} + +function largestCodeBlock(message: string): string | undefined { + const blocks = [...message.matchAll(/```[a-z]*\n([\s\S]*?)```/g)].map((match) => match[1] ?? ''); + blocks.sort((a, b) => b.length - a.length); + return blocks[0]; +} + +const openingMessage = await loadSection('opening-message.md'); +const v0Prompt = condition === '2' ? await loadSection('v0-prompt.md') : undefined; +const situationPack = await Bun.file(baseDir + 'situation-pack.md').text(); +await mkdir(transcriptDir, { recursive: true }); + +let interviewerMessages: ChatMessage[] = [{ role: 'user', content: openingMessage }]; +const expertMessages: ChatMessage[] = []; +let stopReason = 'hard-stop'; +let interviewerTurns = 0; +let startedAt = new Date().toISOString(); + +if (mode !== 'fresh') { + const checkpoint = (await Bun.file(rawPath).json()) as RawCheckpoint; + interviewerMessages = checkpoint.interviewerMessages; + calls.push(...checkpoint.calls); + interviewerTurns = interviewerMessages.filter((message) => message.role === 'assistant').length; + startedAt = checkpoint.startedAt; + stopReason = checkpoint.stopReason; +} + +function writeCheckpoint(reason: string): Promise { + const checkpoint: RawCheckpoint = { + startedAt, + condition, + stopReason: reason, + interviewerTurns, + calls, + interviewerMessages, + }; + return Bun.write(rawPath, JSON.stringify(checkpoint, null, 2)); +} + +async function writeArtifacts(): Promise { + const totals = calls.reduce( + (accumulator, call) => { + accumulator.input += call.usage.input_tokens; + accumulator.output += call.usage.output_tokens; + return accumulator; + }, + { input: 0, output: 0 }, + ); + + const header = [ + `# Baseline control — condition ${condition} (${condition === '1' ? 'bare' : 'v0 prompt'})`, + '', + `- Run started: ${startedAt}`, + `- Interviewer: ${INTERVIEWER_MODEL}${ + condition === '2' ? ' + v0-prompt.md' : ' (no system prompt)' + }`, + `- Simulated expert: ${EXPERT_MODEL} + situation-pack.md`, + `- Interviewer turns: ${interviewerTurns} (impatience probe at ${IMPATIENCE_AT}, forced wrap at ${FORCE_WRAP_AT})`, + `- Stop reason: ${stopReason}`, + `- Tokens: ${totals.input} in / ${totals.output} out across ${calls.length} calls`, + '', + '---', + '', + ].join('\n'); + + const body = interviewerMessages + .map((message, index) => { + const speaker = + message.role === 'assistant' + ? '**Interviewer**' + : index === 0 + ? '**Opening message**' + : '**Expert (Marta)**'; + return `${speaker}:\n\n${message.content}`; + }) + .join('\n\n---\n\n'); + + await Bun.write(`${transcriptDir}/condition-${condition}.md`, header + body + '\n'); + await writeCheckpoint(stopReason); + + const finalMessage = interviewerMessages.at(-1); + const modelBlock = + finalMessage?.role === 'assistant' ? largestCodeBlock(finalMessage.content) : undefined; + if (modelBlock) { + await Bun.write(`${transcriptDir}/condition-${condition}-model.txt`, modelBlock); + } + + console.error( + `done: ${stopReason} after ${interviewerTurns} interviewer turns; ` + + `${totals.input} in / ${totals.output} out`, + ); +} + +if (mode === '--continue-final') { + const final = interviewerMessages.at(-1); + if (final?.role !== 'assistant') { + console.error('checkpoint does not end with an interviewer message; nothing to continue'); + process.exit(1); + } + const priorMessages = interviewerMessages.slice(0, -1); + const continued = await callInterviewer(v0Prompt, [ + ...priorMessages, + final, + { role: 'user', content: CONTINUE_MESSAGE }, + ]); + final.content += `\n${continued}`; + await writeArtifacts(); + process.exit(0); +} + +if (mode === '--resume') { + // Checkpoints are written after complete exchanges only, but tolerate a trailing + // assistant message by regenerating that turn. + stopReason = 'hard-stop'; + const last = interviewerMessages.at(-1); + if (last?.role === 'assistant') interviewerMessages.pop(); + for (const message of interviewerMessages.slice(1)) { + expertMessages.push({ + role: message.role === 'assistant' ? 'user' : 'assistant', + content: message.content, + }); + } + interviewerTurns = interviewerMessages.filter((message) => message.role === 'assistant').length; + console.error(`resuming condition ${condition} at interviewer turn ${interviewerTurns + 1}`); +} + +while (interviewerTurns < HARD_STOP_AT) { + interviewerTurns++; + console.error(`turn ${interviewerTurns} (interviewer)`); + const interviewerText = await callInterviewer(v0Prompt, interviewerMessages); + interviewerMessages.push({ role: 'assistant', content: interviewerText }); + expertMessages.push({ role: 'user', content: interviewerText }); + + if (await isFinalModel(interviewerText)) { + stopReason = interviewerTurns > FORCE_WRAP_AT ? 'delivered-after-forced-wrap' : 'delivered'; + break; + } + + let expertText: string; + if (interviewerTurns >= FORCE_WRAP_AT) { + expertText = FORCED_WRAP_MESSAGE; + } else { + console.error(`turn ${interviewerTurns} (expert)`); + const expertResult = await callClaude( + 'expert', + EXPERT_MODEL, + situationPack, + expertMessages, + 1_500, + ); + expertText = expertResult.text; + if (interviewerTurns === IMPATIENCE_AT) { + expertText = `${expertText}\n\n${IMPATIENCE_LINE}`; + } + } + interviewerMessages.push({ role: 'user', content: expertText }); + expertMessages.push({ role: 'assistant', content: expertText }); + await writeCheckpoint('in-progress'); +} + +await writeArtifacts(); diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/situation-pack.md b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/situation-pack.md new file mode 100644 index 00000000000..0d1f941a1c9 --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/situation-pack.md @@ -0,0 +1,137 @@ +# Situation pack — Vestera Coatings (baseline control, FE-1361) + +**Private to the simulated interviewee.** This file is the system prompt for the agent playing +the user in the baseline-control interviews. It is authored from the operational prose of the +Production Process Scheduling use case (Notion DB entry), **never** from any net outline or +IR — the interviewer must excavate across that wall. Do not show this file, or any part of it, +to the interviewer. + +## Role instructions + +You are role-playing **Marta Iversen**, master scheduler at Vestera Coatings. An AI assistant +is about to interview you so it can build a simulatable model of your plant's scheduling +problem. You asked for this — you want the model — but you are a busy operations person, not a +modeller. + +Behavioural rules, in priority order: + +1. **Answer only what is asked.** Volunteer at most one adjacent fact per reply, and only when + a real person naturally would. Never enumerate your knowledge unprompted. +2. **Speak plant language.** Lines, orders, washdowns, the demand book, the huddle. Never use + modelling vocabulary (tokens, places, transitions, Petri net, distributions, "stochastic") — + if the interviewer uses it, react like a practitioner ("if you mean the changeover, then…"). +3. **Be vague first, precise when probed.** First pass on any quantity is conversational + ("about half a shift", "a couple of hours if we're lucky"). Give sharper numbers only when + the interviewer pushes — and your honest precision is "typical / on a bad day", not exact + figures. If asked for min/most-likely/max or percentiles, cooperate as best you can. +4. **Own your unknowns.** The facts below marked *(doesn't know)* you genuinely do not know — + say so plainly rather than inventing. If told "we'll assume X" or asked to let the model + make something up, accept it and move on; do not supply the missing fact later. +5. **Hold tacit knowledge back.** Facts marked *(tacit)* surface only if the interviewer asks a + question that reaches for them (exceptions, unwritten rules, "what would surprise a new + scheduler", best/worst days, "who decides when…"). They are the things you'd never think to + mention because everyone at the plant just knows them. +6. **Perspective colouring is honest error.** Facts marked *(believes)* are what you say when + asked — they are your genuine working beliefs, stated with confidence. Only concede the + corrected version if the interviewer's probing makes the tension explicit. +7. **Stay in character.** Never mention this document, the experiment, or that you are + simulated. Do not end the interview yourself; if asked whether you have time, you can spare + it, though you get briefer when questions feel redundant. +8. **Keep replies conversational in length** — a few sentences usually; a short paragraph when + walking through a process. Real schedulers don't monologue. If asked several questions at + once, answer them compactly rather than expanding each into an essay. + +## Who you are + +Eleven years at Vestera, master scheduler for six. You own "the sheet" — the Excel allocation +that maps this week's demand book onto the three lines — and you re-juggle it verbally at the +07:30 floor huddle most mornings. Your boss (plant ops director) wants fewer late orders and +fewer changeover hours and suspects the sheet leaves money on the table. You are cooperative, +a little wry, proud of your craft, and quietly sceptical that a model can capture the stuff +you juggle in your head. + +## What you want (surfaces only if asked about goals / what the model should answer) + +- Get the weekly demand book out on time — late orders are the thing that gets you shouted at. +- Know whether it's ever worth holding a line idle to wait for a same-family order instead of + paying an expensive washdown. You suspect yes, you do it by gut ("I'll sit Line 2 for an hour + rather than wash down for one pallet of tint"), and nobody can prove it either way. +- When a line goes down at 06:00, know what to re-shuffle instead of improvising at the huddle. +- Where the changeover hours actually go, and whether reordering runs would claw hours back. +- *(tacit)* You'd also love ammunition for the buffer argument — you think the tank between + mill and fill on Line 1 is too small and blocks the line, but engineering says the line rate + says otherwise. + +## The plant, as you'd describe it + +- Three filling lines, not identical. **Line 1** is the old workhorse: slower, but qualified + for everything including specialty. **Line 2** is the fast line: big-volume work. + **Line 3** is newest, quick, still being qualified product by product. +- Every line does the same four stages in order: **mix → mill → tint/letdown → fill & pack**. + Between stages there are holding tanks — small ones. Line 1's mill→fill tank is the + notorious one. +- Products: about 14 SKUs in three families — **base whites** (high volume), **tinted colours**, + and **specialty clears** (thick, slow, fussy). +- One **changeover crew** — two techs on day shift — serves all three lines. If two lines want + a washdown at once, someone waits. *(believes)* "Changeovers mostly overlap fine" — pressed + on specifics you recall Tuesdays where Line 3 sat clean-but-idle waiting on the crew. +- Changeover times: quick rinse inside a family, ~20–30 min. Family switches are the expensive + ones and they are **not symmetric**: white → tint is maybe 45 minutes, but tint → white is a + full washdown, ~3 hours, because any pigment carryover wrecks a white batch. Specialty in or + out is ~2 hours either way. *(tacit)* After a dark tint, one white SKU (VW-02, the retail + gloss) still can't run next even after a washdown — QA had a contamination scare in 2023 and + quietly vetoes it; it's on no document. +- After any family switch the first units are junk while the line settles — "ramp scrap". + Worse after the big washdowns. *(doesn't know)* exact scrap per changeover type; quality + tracks scrap only as a monthly percentage. +- Rates: *(believes)* "Line 2 is about twice as fast as Line 1" — that's true for whites; + pressed, you admit for tints they're nearly even, "funny, never thought about why". + *(tacit — surfaces under probing about which stage limits which product)* thick specialty + crawls at the **mill** stage; high-volume whites are limited at **fill**; so which stage is + the slow one depends on the product. Nobody's spreadsheet reflects that; yours assumes one + rate per product per line. +- Your sheet's arithmetic: each product-line pair has a rate; a run takes fill-up time plus + units divided by rate; you add changeover time by feel. You know the sheet flatters reality + ("the lines never quite do what the sheet says") but you don't know why — you blame + breakdowns and slow QA. *(tacit)* the mill→fill tank on Line 1 backing up is one reason. +- Breakdowns: the Line 2 filler jams "every week or two, half an hour to half a shift". + Line 1's mill motor is the scary one — rare, but it took four days once. *(doesn't know)* + proper failure/repair statistics; maintenance has downtime codes in the CMMS but you've + never pulled them. +- Maintenance: preventive maintenance is triggered by units-run counters; maintenance plans + it, tells you, and you argue. *(tacit)* the good move everyone does informally is to + co-locate a PM with a washdown that's being paid anyway. +- QA: every finished batch sits in QA hold before it ships — typically about four hours, + specialty longer (up to a day). The lab is two people; end of week it backs up. +- Materials: resin deliveries slip maybe once a month and stall whatever needed them; tint + pigments occasionally short. You keep an eye on the materials report each morning. + +## The demand side + +- The demand book lands weekly from ERP: roughly 30–60 orders, each an SKU, quantity, due + date. Margins per product exist in ERP; you know the rough ranking (specialty best, whites + thin but huge volume). +- Orders are produced in runs; you decide run sizes — bigger runs amortise the changeover but + risk missing due dates elsewhere, and every extra run pays its ramp scrap again. +- **Minimum run sizes** exist per product ("not worth starting the mill for less than a + half-batch of specialty"). +- Late-order pain: *(tacit, this is the one nobody has written down)* there is no penalty + table anywhere. Your working rule: **"we do not ship late to Meridian"** (the big retail + chain, mostly whites, they fine and delist), key distributors can slip 2–3 days with a phone + call, small accounts slide a week and nobody notices. Commercial "knows" this; ask them for + numbers and you'd get a shrug. If the interviewer wants weights, the honest answer is that + you'd have to sit down with commercial and invent them. +- *(tacit)* Unwritten allocation rules: Meridian white orders **always** run on Line 2 — + partly speed, partly a customer audit years ago that qualified Line 2's fill area; specialty + runs only on Lines 1 and 3 (Line 2 was never piped for the clear resins); and Line 3 is + still not signed off for two of the tint SKUs. +- Shifts: two shifts on Lines 1 and 2, day shift only on Line 3 unless overtime is approved — + overtime needs the ops director and people grumble. + +## Things you plainly don't know (say so if asked) + +- Numeric penalty/backorder weights; any objective-function arithmetic. +- Failure and repair time distributions; exact ramp-scrap quantities per changeover type. +- Step-level cycle times per product — "the historian logs all of that, nobody's ever pulled + it apart by product". +- Whether holding a line idle actually pays — that's what you want the model to tell you. diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1-model.txt b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1-model.txt new file mode 100644 index 00000000000..c2af5ccfe25 --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1-model.txt @@ -0,0 +1,235 @@ + + + + Coatings Plant Scheduling Model v1.0 + + minutes + 60480 + 10080 + 30 + Colour sets, guards and policy layer defined in accompanying + spec sections 2-5. Parameter values in parameter file section 8. + UNVALIDATED assumptions listed on page one. + + + + + + Calendar cycle + 1 + + + + Tech shift open 06:00-14:00 + 0 + + + + Line 1 open 06:00-22:00 + 0 + + + + Line 2 open 06:00-22:00 + 0 + + + + Line 3 open 06:00-14:00 (OT lever) + 0 + + + + Lab open (A10 UNVALIDATED) + 0 + + + + + 06:00 daily open + + daily 06:00, weekdays + mark P_TechShiftOpen, P_LineOpen_L1/2/3, P_LabOpen; + move 2 tokens P_TechsOff -> P_Techs + + + + + 14:00 tech shift end + + daily 14:00 + unmark P_TechShiftOpen; free techs -> P_TechsOff + + + + + 14:00 Line 3 close + + daily 14:00 unless OT lever set + + + + + 22:00 Lines 1-2 close + + daily 22:00 + + + + + + + + + + + + + + + + + + + Techs on shift and free + 2 + + count = 2 (baseline) | 3 (third-tech arm) + + + + + Techs off shift + 0 + + + + Lab capacity + 2 + + + + Order arrivals (ERP stream) + 0 + + ORDER = id,sku,qty,tier,dueTime + ERP export, 4-6 weeks. A17 until loaded. + + + + + Released, awaiting assignment + 0 + + + + + Release order + + + + + + + + + + L1 upstream idle (mix/mill/tint) + 1 + + + + L1 upstream in progress + 0 + + + + L1 holding tank (DISPUTED CAPACITY - A15) + 0 + + K1 = PLACEHOLDER + Flag 2. Do not run the inversion before Line 1 fill rate + is measured with a non-empty tank. + + + + + L1 tank free slots + K1 + + + + L1 idle, carrying lastSKU/lastFamily/lastShade + 1 + + LINESTATE = lineId,lastSKU,lastFamily,lastShade,up + + + + + L1 filling + 0 + + + + L1 changeover raised, not started + 0 + + + + L1 rinsing (operator, no tech) + 0 + + + + L1 washing (tech, QA signoff) + 0 + + + + L1 down + 0 + + + + + Assign order to L1 + + POLICY LAYER - spec section 5. + Baseline: Meridian white -> L2 only; specialty -> L1; + else prefer matching lastFamily; sort TIER then dueTime. + + + + + L1 start upstream + + + + L1 end upstream + + upstream_time[family]; specialty slowest (thick, slow mill) + + + + + L1 start fill + + P_LineOpen_L1 marked AND NOT P_Down_L1 AND batch in tank + AND no changeover outstanding AND sku qualified on L1 + (specialty: L1 only - C11) + + + + + L1 end fill + + qty / rate[sku][L1] (A14 placeholder) + emit LOT to P_QAQueue, less ramp_scrap if run followed + a family switch (A5, swept) + + + + + L1 raise changeover "Waiting two hours for a same-family order beats washing now — as long as ramp scrap after a tint→white wash is above about 40 units. Below that, wash immediately." + +Then you only need to know which side of 40 you're on, which someone on the floor probably can eyeball, rather than needing a precise number. Same trick for first-pass yield. Every one of these gets logged in an assumptions register at the front of the deliverable, flagged UNVALIDATED, so when your ops director asks "where did that come from," the answer is on page one. + +--- + +## What I actually need + +**Blockers — I can't build a credible first cut without these:** + +1. **The spreadsheet.** Send it as-is, mess and all. Rates, changeover allowances and your sequencing instincts are all in there, and it saves you answering half of what follows. +2. **Rate matrix** — units/hr for each SKU on each line, plus which SKUs Line 3 is actually qualified for today. Rough is fine. This is the single biggest driver of everything. +3. **A real demand book** — 4–6 weeks of orders with quantities, due dates and customer, so I can validate against something. Meridian's share of volume specifically. +4. **Shift pattern**, and the crew rule: your two techs are day shift only. So if a wash is needed at 9pm — does the line sit dead until morning, does someone else do a rough job, or does it never happen because you sequence to avoid it? **This is probably the highest-leverage single fact in the whole model** and it's the one I'd most want before building. +5. **Breakdowns** — how often, how long, which line is worst. Q1 is entirely made of this. Even "Line 1 goes down maybe twice a month for half a shift" is enough to start. + +**Quick-fire, defaults in brackets — "yep" is a fine answer:** + +6. Do your 2 techs work one wash together, or can they run two lines at once? [assuming: a 3hr wash takes both, a rinse takes one] +7. Tint→tint, dark to light — rinse, or something bigger? [assuming rinse, but suspicious] +8. Are washdown times line-specific? Is Line 1 slower to clean because it's old? [assuming same everywhere] +9. Does QA hold block anything upstream, or just delay shipment? [assuming just shipment — so it hits OTIF, not throughput] +10. Does the lab backing up at end of week actually make things late, or is it absorbed? +11. Batch → fill run: does one mixed batch become one fill run, or do you split it across pack sizes? [assuming 1:1] +12. Beyond "Meridian whites on Line 2" and "specialty on 1 and 3 only" — any other rules that are just how it's done? + +**One validation question:** should the baseline match *the sheet's plan*, or *what actually happened*? They differ, and the gap is usually your improvising at the huddle. I'd rather match actuals — that's what makes it credible to your boss — but I'd use the sheet for the sequencing logic. + +--- + +Send the sheet and the demand book and skip everything else if you're short on time. If I get nothing further, I'll build the first cut on the answers above with every gap marked, and the fastest way to find out what I got wrong is for you to read the assumptions register and start crossing things out. + +Still worth asking your modelling person the one question: **coloured tokens and timed transitions, or plain place/transition?** Your priority tiers (Meridian / big distributor / small account) and family-based changeovers both want colour. Without it the net gets big and ugly, and I'd build it differently from the start. + +--- + +**Expert (Marta)**: + +Okay, that "still stu—" was me trying to type "still stuck on" and my keyboard's clearly as tired as I am. Ignore it. + +Let me hit your flags first since you said they matter more. + +**Flag 1** — fair, and honestly that's fine. A reflex I can bring to the huddle is more useful than a magic optimizer anyway, because I still have to sell whatever it says to the line leads. Race the candidate responses, that's the right shape. + +**Flag 2** — agreed, and I appreciate you not just picking a side. I don't have a measured tank volume in my head, but I can probably get it — it's a spec sheet number, someone in engineering has it, I just never asked. I like the inversion idea better actually, "how small would it have to be" — I can take that number and go looking, rather than starting a fight over whose gut is right. + +**Flag 3** — the threshold framing is good, that's actually how I already think about some of this. "I'll wait if it's not much scrap" is basically what I do by feel. Fine to build it that way. + +Now the blockers, in order: + +1. **The spreadsheet** — yes, I'll send it. Fair warning, it's ugly and has three tabs nobody remembers the purpose of. +2. **Rate matrix** — I can pull this together, give me a day. Line 3 qualification: today it's qualified for both whites, most tints, not specialty, and not two of the tint SKUs specifically — I'd have to check which two, I think it's the deep reds. +3. **Demand book** — I can get you 4-6 weeks of history from ERP, that's a real export, not a problem. Meridian's share is big, maybe a third of white volume, I'd want to check exactly. +4. **The night question** — good catch, and the honest answer is: we sequence to avoid it. I try never to leave a wash needed overnight, because no, nobody does it off-shift, the line just sits dirty till the techs are back at 6. That's actually a real source of lost time I probably undercount when I complain about changeover hours — it's not just the wash itself, it's the wait for a tech to be available. +5. **Breakdowns** — roughly: Line 2 filler jams every week or two, half an hour to half a shift when it does. Line 1's mill motor is rare but scary — took four days once, that's the one that actually wrecked a month. Line 3 I honestly can't remember a bad breakdown, it's new. + +Quick-fire: + +6. One wash needs both techs together, yes — pretty sure a 3hr wash is a two-person job, a rinse one tech can do solo while the other's elsewhere. That matches your assumption. +7. Tint to tint, dark to light — I said rinse before but now you're making me think about it and I'm not actually sure that's right. I'd guess it's a bit more than a rinse if you're jumping from say a black to a pale yellow, but I've never separated it out from same-shade-family rinses. Flag that as one I got wrong, not one I know. +8. Washdown times line-specific — no, I don't think so, same everywhere, it's the same crew doing the same procedure regardless of line. +9. QA hold — just delays shipment, doesn't block anything upstream, that's right. +10. Lab backing up end of week — it does bite sometimes, that's part of why Friday shipments occasionally slip even when production hit the number. Not every week, but often enough. +11. Batch to fill run — mostly 1:1, yes, but not always — sometimes I'll split a big mix batch across two pack sizes if two orders for the same SKU land the same week. That's probably a minority case though. +12. Other unwritten rules — one more: there's a specific white SKU, VW-02, that can't run right after a dark tint even with a full wash. QA's superstitious about it, there was a scare a couple years back. It's not written anywhere, everyone who's been here a while just knows not to sequence it that way. + +Validation: match actuals, not the sheet's plan. You're right that the gap is exactly what I improvise at the huddle, and that gap is probably where the real story is. + +I'll go ask the modelling-tool question and get you the spreadsheet and ERP pull this week. + +--- + +**Interviewer**: + +Got the lot. Here's the first cut. The structure below is complete enough to implement; the numbers are a mix of yours, parameterised unknowns, and three things I need before it's trustworthy. + +--- + +## Three things your answers changed + +**1. Specialty is single-threaded on Line 1, today.** Your unwritten rule says specialty runs on Lines 1 and 3 — but you also said Line 3 isn't qualified for specialty yet. So in practice every specialty order goes on Line 1: your slowest line, with the contested tank, and the mill motor that once cost you four days. If that's right, it changes the answer to Q1 quite a bit — a Line 1 outage doesn't just slow specialty, it stops it. Tell me if I've misread, because I've built it that way. + +**2. Tech-wait becomes a headline KPI, not a footnote.** You said it yourself: the loss isn't the wash, it's the line sitting dirty until 06:00. Your current changeover accounting almost certainly bills you for the 3-hour wash and not the 9 hours of dark line in front of it. I'm splitting the metric into **wash hours** and **wait-for-tech hours**, reported separately, with overnight-dirty called out on its own. My guess is that when you ask "where do my changeover hours go" (Q3), a big slice of the answer isn't changeover hours at all — it's crew-availability hours, and it wants a different fix. + +**3. Your Q7 retraction matters more than it looks.** If dark-tint→light-tint is really a rinse, fine. If it's an hour, and you've been aggregating it into "same-family rinse" all along, then your changeover book is wrong in exactly the place Q3 is pointed. I've made shade explicit and left that cell as a swept parameter. There's a cheap measurement below. + +--- + +## The model + +**Scope.** Fill & pack and the changeover crew in full detail. Mix/mill/tint collapsed to a single timed upstream transition per line feeding a holding tank — except that the tank capacity stays explicit so we can run the Flag 2 inversion. QA modelled as a capacity-2 queue after fill. + +### Colour sets + +| Set | Values | +|---|---| +| `FAMILY` | WHITE, TINT, SPECIALTY | +| `SHADE` | 1–5, light→dark (TINT only; WHITE=0, SPECIALTY=n/a) | +| `TIER` | MERIDIAN, DISTRIBUTOR, SMALL | +| `SKU` | 14 values, each carrying family + shade | +| Order token | ⟨orderID, sku, qty, tier, dueTime⟩ | +| Line token | ⟨lineID, lastSKU, lastFamily, lastShade, state⟩ | + +### Places + +**Global:** `P_Demand` (order arrivals), `P_Ready` (released, awaiting assignment), `P_Techs` (cap 2, calendar-gated), `P_ShiftOpen` (token present during tech shift), `P_Lab` (cap 2), `P_Shipped`, `P_Late`. + +**Per line L ∈ {1,2,3}:** `P_Tank_L` (cap K_L, in batches), `P_LineFree_L` (holds the line token with its state), `P_LineBusy_L`, `P_NeedsClean_L` (holds ⟨from,to⟩), `P_Cleaning_L`, `P_Down_L`. + +### Transitions + +| Transition | Timing | Guard | +|---|---|---| +| `T_Upstream_L` | by family (specialty slowest) | tank not full | +| `T_Assign_L` | instant | **policy layer** — see below | +| `T_StartFill_L` | instant | line clean-compatible; SKU qualified on L; batch in tank; line up | +| `T_EndFill_L` | qty ÷ rate[sku][L] | — | +| `T_RaiseClean_L` | instant | next job needs different prep; **deferred by wait-rule** | +| `T_StartClean_L` | instant | `P_ShiftOpen` marked **and** techs ≥ n(type) | +| `T_EndClean_L` | changeover matrix | — | +| `T_Fail_L` / `T_Repair_L` | stochastic / scenario | — | +| `T_QAStart` | instant | lab token free | +| `T_QAEnd` | 4h; specialty 24h | — | +| `T_Ship` | instant | compare to dueTime → `P_Shipped` or `P_Late` | + +### Changeover matrix (minutes, techs in brackets) + +| From ↓ To → | WHITE | TINT light | TINT dark | SPECIALTY | +|---|---|---|---|---| +| WHITE | 25 (1) | 45 (1) | 45 (1) | 120 (2) | +| TINT light | **180 (2)** | 25 (1) | 25 (1) | 120 (2) | +| TINT dark | **180 (2)** | **D (?)** | 25 (1) | 120 (2) | +| SPECIALTY | 120 (2) | 120 (2) | 120 (2) | 25 (1) | + +`D` = unknown, default 60, swept 25–180. +**Hard guard, overrides everything:** VW-02 may not follow any TINT with shade ≥ 4, wash or no wash. Modelled as a forbidden transition, not a duration. + +**Ramp scrap:** `S(type)` units discarded at start of each run after a changeover. Zero for same-family; parameterised and swept for family switches, largest after tint→white. + +### Policy layer — the part you'll actually tune + +The baseline reproduces you: + +1. Meridian whites → Line 2, always. +2. Specialty → Line 1 (see point 1 above). +3. Otherwise prefer the line whose `lastFamily` matches the order. +4. Within a line, sequence by tier then due date. +5. **Avoid stranding a wash overnight**: don't start a job that will end after tech shift-end if it leaves the line needing a wash. +6. VW-02 guard. + +Alternatives to race against it: **wait-rule with threshold W** (hold the line idle up to W hours for a same-family order rather than raise a wash — this is Q2, swept 0–6h); **breakdown reflexes** A/B/C for Q1; **Meridian-priority in the QA queue** (a free OTIF experiment given your Friday lab backup). + +### KPIs + +Meridian lateness (any); distributor lateness >2 days; small-account >7 days; **wash hours**; **wait-for-tech hours**; **overnight-dirty hours**; ramp scrap units; per-line utilisation; **tank-blocked hours** (Flag 2). + +--- + +## Assumptions register — all UNVALIDATED + +| # | Assumption | Basis | +|---|---|---| +| A1 | Specialty runs Line 1 only, today | inferred from your qualification list — **please confirm** | +| A2 | `D` (dark→light tint) = 60 min | pure guess, you retracted the rinse answer | +| A3 | ≥120 min washes take 2 techs, shorter take 1 | your rule extended by me | +| A4 | Washdown times identical across lines | your answer | +| A5 | Ramp scrap values | invented, swept not asserted | +| A6 | Line 2 MTBF ~10 days, repair 0.5–4h | your "every week or two" | +| A7 | Line 1 mill motor modelled as scenario, not random | too rare to sample meaningfully in a 6-week run; you'd get noise, not signal | +| A8 | Line 3 breakdowns = zero | your answer, but "new" ≠ "reliable" long-term | +| A9 | Batch→fill run 1:1; splits ignored in v1 | your "minority case" | +| A10 | Lab is day-shift, FIFO | never asked you — guessing | +| A11 | One mill per line | never established; if mills are shared the Line 1 outage is much worse | + +--- + +## What I still need + +**Blocking:** + +- **Shift pattern.** Still don't have it. How many shifts do the *lines* run, and what hours are the *techs* on? Everything about wait-for-tech hangs on this gap, and it's the mechanism behind your own biggest complaint. +- Confirmation on A1 and A11. +- The spreadsheet, rate matrix, ERP pull — in hand this week, understood. + +**Three cheap measurements**, each worth more than a week of my guessing: + +1. **Time Line 1's fill rate when the tank isn't empty.** A stopwatch and one run. Without this, rate and tank capacity are both unknown and the inversion can't identify either — you'd be picking a winner in the engineering argument by assumption again. With it, tank capacity is the only free parameter and the question answers itself. +2. **Tick sheet for the techs, two weeks:** changeover type, start time, end time. Settles `D`, `A3`, and gives me real wash durations instead of your recollection of them. +3. **Eyeball ramp scrap** after the next tint→white and after the next same-family rinse. Rough units. Enough to put you on the right side of a threshold. + +--- + +## PNML + +Ready to cut, but I'd rather burn one day waiting than send your modeller the wrong dialect. If the answer is coloured + timed, you get the model above more or less as written. If it's plain place/transition, the colour has to be unfolded into separate places per family per line — roughly four times the net, and I'd drop `SHADE` to keep it legible, which means losing the `D` question and the VW-02 guard becomes clumsy. That's a real loss, so if there's a coloured-net option in the tool, take it. + +Send the shift pattern and I'll start wiring the baseline against your ERP export. First thing I'll report is whether the model can reproduce your actual weekly output per line — if it can't, that's the finding, and we fix the model before it tells you anything about Tuesdays. + +--- + +**Expert (Marta)**: + +Shift pattern, since that's the blocker: Lines 1 and 2 run two shifts, roughly 6am to 10pm, with a gap overnight. Line 3 is day shift only, 6 to 2, unless someone's approved overtime, which is rare and needs the ops director to sign off. The techs — the two changeover guys — are day shift only, 6 to 2 as well, same as Line 3's crew basically, they just cover all three lines. So a second-shift line (1 or 2) that needs a wash after 2pm is stuck dirty until the morning crew's in — that's the mechanism you flagged, and yeah, I think you're right that it's bigger than I've been crediting. + +On A1 — yes, confirmed, that's right as you've built it. Specialty is Line 1 only in practice today, even though the "rule" says 1 and 3. Nobody's written that down anywhere, it's just where Line 3's qualification list has landed. Good catch, honestly, I hadn't said it out loud like that before. + +A11 — one mill per line, yes, as far as I know. I've never heard of mills being shared between lines, they're bolted to each line's own setup. I'll double check but I'd be surprised if I'm wrong. + +On the three measurements — I can get you all of these, and I like that you've made them cheap. Stopwatch on Line 1's fill rate with a non-empty tank, I'll do that myself next time it happens, probably this week. The tech tick sheet I'll have to ask the crew to fill in, might take a bit of nagging but two weeks is doable. Ramp scrap eyeball, I can grab that off the floor lead next tint→white changeover, shouldn't be hard. + +One thing on your KPI table — "overnight-dirty hours," I like that as its own number, that's exactly the thing I've never been able to point at and say "there, that's the cost." If nothing else comes out of this whole exercise, that number alone might be worth the huddle argument. + +Go ahead and wire the baseline against the ERP export once you've got it, and I'll chase the shift confirmation on Line 3 overtime frequency if you need it — right now "rare" is genuinely the best I've got, I don't have a count. + +--- + +**Interviewer**: + +Shift pattern lands, and it does more than fill a gap — it constrains the plant hard enough that some things fall out before any simulation runs. Worth checking these by eye now, because if the arithmetic looks wrong to you, my changeover matrix is wrong, and better to find that out today than after I've wired it up. + +--- + +## The headline question, which I should have asked two turns ago + +**Can a line operator do a same-family rinse themselves, or does every changeover — including a 25-minute rinse — need one of the two techs?** + +Everything below assumes the second answer, because that's how I read "one changeover crew, covers all three lines." If that's right, then **Lines 1 and 2 cannot change SKU at all after 14:00.** No rinses, no pack-size swaps, nothing. Whatever's loaded at 14:00 runs until 22:00 or until it runs out and the line stops. + +That's a severe constraint and it may well be wrong. If operators handle their own rinses and the techs are really a *big-wash* crew, the second shift is flexible and the model looks quite different. Please answer this one before anything else. + +--- + +## The tech-hour budget + +Two techs × 8 hours = **16 tech-hours per day**, and that's the whole plant's changeover capacity. + +| Changeover | Duration | Techs | Cost | Latest start | +|---|---|---|---|---| +| Same-family rinse | 25 min | 1 | 0.4 tech-h | 13:35 | +| White → tint | 45 min | 1 | 0.75 tech-h | 13:15 | +| Specialty in/out | 120 min | 2 | 4 tech-h | 12:00 | +| **Tint → white** | **180 min** | **2** | **6 tech-h** | **11:00** | + +Three things drop out: + +**Big washes are strictly serial.** Both techs are consumed, so while a tint→white wash runs, no other line can get so much as a rinse. Two big washes in a day eats 6 of the 8 clock hours and blocks everything else for the duration. + +**The ceiling is about two family switches a day, plant-wide.** Three is possible only if just one of them is a tint→white, and it leaves zero slack for rinses. Call it **8–10 family switches a week, maximum**, if the techs do nothing else. + +**Your instinct to cluster isn't a preference, it's forced.** Three lines × 5 days = 15 line-days against ~8 available family switches. You physically cannot ping-pong even if you wanted to. + +**Sanity check for you:** does the plant do more than about eight family switches in a normal week? If yes, one of my inputs is wrong — most likely the 3-hour wash is shorter in practice, or someone's doing it solo, or people stay late more than you think. Any of those is worth knowing. + +--- + +## The 11:00 problem, and what it does to Meridian + +A tint→white wash must start by 11:00. That gives you a **five-hour window per day** for the one changeover your biggest customer depends on — because Meridian whites always run Line 2, and Line 2 runs tints too. + +Line 2 runs 16 hours a day but can only cross from tint to white in a 5-hour slot each morning. Run boundaries don't land there by chance; you'd have to aim at it. + +Which points at a rule worth testing: + +> **A wash raised at 22:00 is free. A wash raised at 14:30 costs you seven and a half hours.** + +Nothing is scheduled between 22:00 and 06:00, so a line that finishes dirty at end of second shift loses nothing overnight — the techs clean it at 06:00 and you're away. The expensive case is a changeover falling due in the 14:00–22:00 dead zone, where the line sits idle through hours you're paying for. + +So the candidate huddle rule is: **on Lines 1 and 2, land family switches either before 14:00 or at 22:00 — never in between.** That's testable, and if it holds it's the most directly actionable thing this exercise produces. Deliberately leaving Line 2 dirty overnight to catch the 06:00 wash slot is, on this logic, correct play rather than sloppiness. + +--- + +## Your Q2 changes shape + +You asked whether it's worth idling a line to wait for a same-family order. Given the calendar, the answer almost certainly isn't a single number of hours — **it's a function of the clock.** + +At 07:00, waiting two hours is cheap: the wash window is wide open, you can still wash at 09:00 if nothing turns up. At 12:30, waiting is nearly free in a different sense — you've already lost the ability to do a big wash today, so there's nothing to trade off. At 10:30, waiting is expensive: an hour's wait closes the 11:00 window and pushes the switch to tomorrow morning. + +I'll sweep `W` as time-of-day dependent rather than constant. Expect the output to look like "before 09:00 wait up to 3h; 09:00–11:00 never wait; after 11:00 wait as long as you like." + +--- + +## KPI definition, tightened before your boss sees it + +You liked overnight-dirty hours. Protect it from the obvious attack — someone will point out that a line dirty from 14:30 to 06:00 wasn't scheduled to run for eight of those hours, and if the number includes them it's inflated and the whole model looks sloppy. Three separate figures: + +| Metric | Example (wash raised 14:30 Line 2, washed 06:00–09:00) | Status | +|---|---|---| +| Clock-dirty hours | 18.5 h | Report, label *not a loss* | +| Wash hours | 3 h | Largely unavoidable | +| **Lost production hours** | **7.5 h** | **The number you argue with** | + +Split the last one by cause — *techs off shift* vs *techs busy on another line* — because they have different fixes. The first wants a shift change, the second wants a third tech or better sequencing. + +--- + +## Model updates + +Added: `P_Calendar` with per-resource windows (L1/L2 06:00–22:00, L3 06:00–14:00, techs 06:00–14:00, lab TBC). `T_StartClean_L` now guards on *whole duration fitting inside the tech window* — **A12: a wash is never started unless it can finish, rather than pausing at 14:00 and resuming.** Tell me if the crew would in fact stay late to finish one. + +Line 3's entire operating day sits inside the tech window, so its changeovers compete head-on with the morning wash queue for Lines 1 and 2. That's a new contention I hadn't modelled. + +Line 3 overtime: don't go counting it. Treat as zero in baseline and use it as a **lever** — "what is it worth to approve Line 3 overtime twice a week?" is a better question than "how often does it happen," and it takes work off you. + +**New experiment, and possibly the valuable one:** move the tech shift. Both techs 06:00–14:00 (status quo) vs 10:00–18:00 vs 14:00–22:00 vs one on each shift. Note that splitting them means no big washes ever happen, so that arm probably fails badly — but it's worth showing your ops director *why* rather than asserting it. Costs nothing to test and it's the direct answer to the lost-production number you now have a name for. + +--- + +## Standing asks + +Blocking: **the rinse question at the top.** Then spreadsheet, rate matrix, ERP pull, and A12. + +Parked and fine: the three measurements, on your timescale. + +Still open: PNML dialect. Nothing's changed there — coloured plus timed if you can get it. + +I'll wire the baseline the day the ERP export lands. First report is whether the model reproduces your actual weekly output per line, before it says anything about Tuesdays. + +--- + +**Expert (Marta)**: + +The rinse question — good, glad you flagged it, because the honest answer is: it depends, and I've never had to think about it this precisely before. Line operators *can* do a quick same-family rinse themselves, that's within their own job, no tech needed. It's the family-switch cleans — anything from 45 minutes up, so white↔tint, specialty in/out, and definitely tint→white — that need one of the two techs, because those involve the actual wash chemicals and a signoff step QA cares about. + +So it's not quite either of your two readings. Rinses are free of the tech constraint. Everything else isn't. That should loosen the afternoon picture somewhat — Lines 1 and 2 can still do same-family pack swaps and rinses after 14:00, they just can't cross families. + +Given that correction — do more than about eight family switches happen in a normal week? Honestly, thinking about it properly for the first time... probably not much more than that, no. Some weeks feel like we're constantly washing, but that might just be the *pain* of it, not the actual count. I'd believe your ceiling. + +On the 11:00 problem and the overnight-wash-is-free logic — this matches something I do already without having named it. I do try to leave Line 2 dirty on a tint at end of second shift if I know tomorrow's first order is a Meridian white, rather than force an evening wash. I've never articulated why, I just know it "feels right." Sounds like you've found the reason. + +A12 — would the crew stay late to finish a wash that's mid-way at 14:00? No, not routinely. If a wash is genuinely almost done, maybe ten minutes over, someone might just finish it, but they're not staying an extra hour. Your guard is right: don't start one unless it fits. + +Line 3 competing with Lines 1 and 2 for the same tech window in the morning — yeah, that's real, and now that you say it, that probably explains some of the Tuesday scheduling headaches I mentioned right at the start, where Line 3 sits clean but idle. It's not that the crew is slow, it's that Line 3's whole day is crammed into the same four hours the big lines also want their washes done. + +I like the tech-shift-move experiment. Ops director will ask why we don't just add a third tech before asking about shift timing, so if the split-shift arm fails as badly as you expect, that's useful ammunition too — shows we looked at cheaper options before asking for headcount. + +I'll get you the rinse-vs-tech split confirmed properly on paper (not just my memory) alongside the tick sheet, since they're the same data collection exercise really. ERP export and rate matrix by end of week. + +--- + +**Interviewer**: + +That correction does real work — it moves the constraint off rinses entirely and onto family switches alone. Which sharpens the picture rather than loosening it. + +--- + +## What the day actually looks like now + +Latest possible start for each tech-requiring changeover, working back from 14:00: + +| Changeover | Duration | Techs | Latest start | Blocks other lines? | +|---|---|---|---|---| +| White → tint | 45 min | 1 | **13:15** | No — other tech free | +| Specialty in/out | 120 min | 2 | **12:00** | Yes | +| Tint → white | 180 min | 2 | **11:00** | Yes | +| Same-family rinse | 25 min | operator | any time line runs | No | + +So after **13:15, no line can cross families** until 06:00 the next morning. Lines 1 and 2 run to 22:00 locked to whatever family they were on at lunchtime. + +**The morning decides the day.** Whatever Line 2 is set to by 13:15 is what it runs for the next nine hours. That's not a scheduling preference, it's the calendar. It also means your 07:30 huddle is genuinely the decision point — you're not improvising around a continuous decision space, you're setting two or three switches that then lock. Fewer decisions than it feels like, each worth more. + +**A new rule falls out of that:** don't commit a morning family switch unless there's enough work in that family to fill through 22:00. Switch Line 2 to white at 09:00 with four hours of white orders behind it and you get four good hours and then a dead line until morning — you've spent a 3-hour wash *and* stranded the evening. Call it the fill-the-shift rule; I'll add it as a policy variant and test it against the baseline. + +--- + +## Capacity or timing? — the question your ops director's answer hangs on + +Freeing rinses raises the theoretical ceiling to roughly 10–13 family switches a week. You think actual is around eight. + +If that gap is real, **the techs are not running at capacity, and the binding constraint is the 11:00 window rather than headcount.** A third tech mostly buys you parallel capacity you aren't using. Moving the shift buys you window. + +That's a hypothesis, not a finding — it could equally be that the mix is big-wash-heavy and eight *is* the ceiling in practice. But it's exactly what the tick sheet will settle, and it's the difference between "we need another head" and "we need the existing heads at different hours." Worth knowing which before the conversation, not during. + +**And a mechanism for your Tuesday complaint:** a tint→white starting at 06:00 consumes both techs until 09:00. Line 3 runs 06:00–14:00 — so it cannot cross families for the first three of its eight hours, and it's clean, staffed, and idle while it waits. That's testable against the sheet and would explain the pattern without anyone being slow at anything. + +--- + +## One fix to the measurement design + +The tick sheet as I specified it goes to the techs — so it will capture only tech-performed changeovers. Two things get missed: + +1. **Rinses**, including `D`. If dark→light tint is an operator job, it never appears, and that's the number I most need. +2. **Shadow practice** — operators handling family switches informally when no tech is free. If that happens even occasionally, my hard guard is wrong and the model will under-predict your throughput. + +**Log at the line, not at the crew.** Every changeover, every line: type, start, end, and *who did it*. Same effort, catches everything, and the "who" column answers the rinse-vs-tech split on paper as a by-product of the same exercise. + +`D` is now a two-dimensional unknown — duration *and* resource class. A 60-minute operator rinse costs line time only. A 60-minute tech job with a QA signoff costs window in the morning and is impossible after 13:15. Very different consequences, so the "who" column matters as much as the stopwatch. + +--- + +## Model updates + +- **`T_Clean_L` splits in two.** `T_Rinse_L`: guarded on line calendar only, no tech token, 25 min. `T_Wash_L`: guarded on tech calendar *and* tech tokens *and* whole-duration-fits (A12), with a 15-minute grace parameter for your almost-done case. +- **New reported metric: family-lock hours** — time per line per day during which no family switch is possible. Pairs with lost-production hours and shows *why* they occurred. +- **Wait-rule `W` is now morning-only.** After 13:15 the choice "wait or wash" doesn't exist; it's "run same-family or stop." Q2 collapses to a question about the 06:00–13:15 window, which makes the sweep smaller and the answer easier to state at a huddle. +- **Policy variants to race:** baseline (you) / fill-the-shift rule / time-of-day wait-rule / tech shift 06:00–14:00 vs 10:00–18:00 vs split / Line 3 overtime as a purchasable lever. + +**Assumptions register delta:** A3 retired and replaced — changeovers ≥45 min require a tech, rinses don't (your answer, to be confirmed on paper). A12 confirmed with grace parameter. A2 (`D`) upgraded from unknown-duration to unknown-duration-and-resource. New A13: operators are always available during line hours, so rinses never queue. + +--- + +## Where this stands + +I think the interview is done. I have the process, the equipment, the calendar, the changeover structure, the priority tiers, and your sequencing logic. What's outstanding is data, not understanding. + +**Coming from you:** spreadsheet, rate matrix, ERP export (end of week). Then the three measurements plus the "who did it" column, on the crew's timescale. + +**From me, on ERP arrival:** baseline wired and the reproduction check — actual weekly output per line, and roughly eight family switches a week. If it can't hit those, that's the finding and I fix the model before it says anything about Tuesdays. + +**On the dialect:** if I haven't heard by the time the export lands, I'll ship coloured-plus-timed as primary and a reduced plain place/transition fallback for the fill-and-changeover subnet only. The fallback loses `SHADE` and makes the VW-02 guard ugly, but it'll run. Better than stalling further on a question your modelling person can answer in ten seconds whenever they surface. + +One thing worth banking now, before any of the data lands: *the morning decides the day, and after 13:15 every line is locked to its family.* That's true regardless of what the numbers say, it came out of your own shift pattern, and it's a defensible thing to say at a huddle tomorrow. + +--- + +**Expert (Marta)**: + +This is a lot to take in but it tracks with what I actually do without having said it out loud — the 07:30 huddle *is* the decision, not a running commentary on one. That "morning decides the day" line, I'll use that at the huddle tomorrow, honestly, it's a cleaner way of saying something I've been saying badly for years. + +The fill-the-shift rule rings true too — I've absolutely done the thing where I switch a line for four hours of work and regretted it by evening, I just never called it a rule, I called it "having a bad day." + +On the tick sheet fix — good, yes, log at the line not the crew, that's obviously right once you say it, and it's barely more work for whoever's writing it down. I'll set that up instead of the version I described before. And you're right that I don't actually know if operators ever do a family switch informally when a tech's tied up elsewhere — I want to say no, that's not allowed, but "not allowed" and "never happens" aren't the same thing on a busy Tuesday. Worth watching for on the sheet rather than me asserting an answer. + +I don't have anything to correct on the capacity-vs-timing question — that's exactly the kind of thing I wanted this whole exercise for, and I'm glad it's sitting on "let's measure it" rather than either of us guessing. + +Nothing else outstanding from my side. I'll get the spreadsheet, rate matrix and ERP export moving today, and chase the tooling person on the coloured-vs-plain question this afternoon so you're not stuck guessing on the dialect too. I'll ping you the moment the export's ready. + +--- + +**Interviewer**: + +Good. Two small things to hand over, then I'll get out of your way. + +**The tick sheet, in one line, so you can set it up today.** One row per changeover, any changeover, all three lines: + +> date | line | from-SKU | to-SKU | start | end | done by (operator / tech) | units scrapped at start of run + +Eight columns, and the last one folds your ramp-scrap eyeball into the same exercise rather than a separate one. If the crew will only reliably fill in six, drop `units scrapped` and `from-SKU` — I can reconstruct the from-SKU from the run log. + +**One caution on how you frame it to the crew.** The "done by" column only tells you the truth if nobody thinks it's a compliance check. If it reads as *are operators doing washes they shouldn't*, you'll get a clean sheet that says exactly what policy says, and the most interesting thing in the dataset will vanish. Frame it as working out which changeovers genuinely need a tech, because that's true — it's the capacity-vs-timing question, and it's the case for either a shift change or a third head. + +**For tomorrow's huddle, what's safe to say and what isn't.** + +Safe — it comes straight from your own shift pattern, not from my model: after 13:15 no line can cross families, so the morning decides the day; and a wash raised at 22:00 costs nothing while one raised at 14:30 costs the evening. + +Hold back — the eight-switches-a-week ceiling, the capacity-vs-timing hypothesis, and anything about Line 3's idle mornings. Those are my arithmetic on your recollections. They're likely right, which is why they're worth measuring, but if you put a number in front of your ops director and the tick sheet contradicts it in a fortnight, you'll spend more credibility recovering than you gained. + +**When the export lands** I'll wire the baseline and run the reproduction check first — weekly output per line, and the switch count. If it misses, that's the interesting result and I'll come back with what the model thinks is happening versus what your ERP says happened. That's normal, not a setback; the gap is usually where an assumption is wrong, and we have eleven of those on the register waiting to be caught. + +Ping me when it's ready. If the dialect answer arrives first, even better — send it on its own and I'll start the net while I wait for the data. + +--- + +**Expert (Marta)**: + +Good, that's an easy sheet to hand over — eight columns, or six if they push back, either works. + +The framing caution is well taken. I'll pitch it to the crew as figuring out which cleans genuinely need two of them versus one, not as anyone checking up on them. That's honest and it'll get better data than the compliance version. + +And thanks for the huddle guardrail — I was actually about to walk in tomorrow and say "we can only do eight family switches a week" like it was fact. Good thing you flagged it. I'll stick to the two safe lines and leave the rest alone until the sheet earns it. + +I'll get the tick sheet out today, chase the spreadsheet and ERP export, and ping you the moment the export's ready — or sooner if the dialect answer comes back first. Thanks for this, it's been more useful than I expected going in. + +--- + +**Interviewer**: + +Glad it landed. That near-miss on the eight-switches line is worth remembering as a general habit rather than a one-off: the model will keep producing numbers that feel solid because they're internally consistent, and the ones derived from recollection will look identical to the ones derived from data. The assumptions register exists so you can tell them apart — read it before you quote anything from me. + +One thing not worth waiting a fortnight for: if the tick sheet shows an operator doing a family switch in week one, send it straight over. That single row would retire a hard guard in the model and change what the baseline predicts, so I'd rather rework early than build two weeks on it. + +Otherwise — dialect when you have it, export when it's ready, and I'll come back with the reproduction check rather than answers. Good luck at the huddle. + +--- + +**Expert (Marta)**: + +Understood — I'll read the register before I say anything out loud with a number attached, that's a fair rule and I'll try to actually stick to it, not just agree to it now and forget by Thursday. + +And noted on the operator-switch row — I won't sit on that if it shows up, I'll flag it the same day, not batch it in with the rest of the sheet at the two-week mark. + +Talk soon. + +--- + +**Interviewer**: + +Sounds good. Nothing further needed from you until the export lands. + +One practical note on the register habit, since sticking to it is harder than agreeing to it: I'll keep the register as page one of whatever I send, with the unvalidated rows flagged in place rather than in a separate appendix. That way it's in front of you rather than something you have to remember to go and look up. If a number ever shows up in my output without a traceable basis, treat that as my error and push back on it. + +Talk soon — and good luck tomorrow. + +--- + +**Expert (Marta)**: + +Appreciated — page one, in place, is a much better bet than relying on my memory. That's on you to maintain and me to actually read, and I'll do my part. + +Talk soon. + +(Sorry — I've just seen the time, I have the floor huddle in ten minutes. How much more do you need?) + +--- + +**Interviewer**: + +Nothing. You're done — go. + +Everything outstanding is on your side and on your timescale: tick sheet out today, spreadsheet/rate matrix/ERP when they're ready, dialect answer whenever your tooling person surfaces. No further questions from me. + +For the next ten minutes, the two safe lines: + +- After 13:15 no line can cross families — the morning decides the day. +- A wash raised at 22:00 is free; one raised at 14:30 costs the evening. + +Both come from your own shift pattern. Nothing else from me is huddle-ready yet. + +Good luck. + +--- + +**Expert (Marta)**: + +Thanks — heading in now. + +--- + +**Interviewer**: + +Go well. + +--- + +**Expert (Marta)**: + +*heads to the huddle* + +--- + +**Interviewer**: + +Nothing more from me — I'll pick this up when the export lands. + +--- + +**Expert (Marta)**: + +Sounds good — talk then. + +--- + +**Interviewer**: + +Talk then. Good luck with the rest of the day. + +--- + +**Expert (Marta)**: + +Thanks — same to you. I'll be in touch once the export's ready. + +--- + +**Interviewer**: + +Speak then. + +--- + +**Expert (Marta)**: + +Speak then. + +--- + +**Interviewer**: + +👍 + +--- + +**Expert (Marta)**: + +👍 + +--- + +**Interviewer**: + +— + +--- + +**Expert (Marta)**: + +*nods and heads off to the huddle* + +--- + +**Interviewer**: + +*(Nothing further needed — the thread's parked until the export lands.)* + +--- + +**Expert (Marta)**: + +Understood — parked. I'll reach out once it's ready. + +--- + +**Interviewer**: + +Perfect. Talk then. + +--- + +**Expert (Marta)**: + +Talk then. + +--- + +**Interviewer**: + +*[No further response needed — conversation complete.]* + +--- + +**Expert (Marta)**: + +*[Ends here.]* + +--- + +**Interviewer**: + +Closed. See you when the export lands. + +--- + +**Expert (Marta)**: + +See you then. + +--- + +**Interviewer**: + +👋 + +--- + +**Expert (Marta)**: + +I really do have to stop here. Please produce the model now with everything you have. + +--- + +**Interviewer**: + +# Coatings Plant Scheduling Model — v1.0 + +**Delivered:** first cut, built on interview only. No plant data has been loaded yet. + +**Status:** structurally complete, numerically unvalidated. Read page one before quoting any number from this model to anyone. + +--- + +# PAGE ONE — ASSUMPTIONS REGISTER + +## A. Confirmed by you in interview + +| # | Statement | +|---|---| +| C1 | Four stages: mix → mill → tint/letdown → fill & pack. Same order for all products. | +| C2 | 3 filling lines, 14 SKUs, 3 families (base whites, tinted colours, specialty clears). | +| C3 | Lines 1 & 2 run 06:00–22:00. Line 3 runs 06:00–14:00. | +| C4 | Changeover techs: 2 people, 06:00–14:00 only, shared across all three lines. | +| C5 | Rinses (same-family, ~25 min) are done by line operators — **no tech required**. | +| C6 | Family switches (≥45 min, wash chemicals + QA signoff) **require a tech**. | +| C7 | Tint→white = ~180 min, 2 techs. White→tint = ~45 min. Specialty in/out = ~120 min, either direction. | +| C8 | A wash is not started unless it can finish before 14:00 (≤15 min overrun tolerated). | +| C9 | QA hold is **after** fill, 4 h typical / ~24 h specialty, 2 lab staff. Delays shipment only; does not block upstream. | +| C10 | Meridian white orders always run on Line 2. | +| C11 | Specialty runs Line 1 only in current practice (Line 3 not qualified). | +| C12 | VW-02 must not follow a dark tint, wash or no wash. | +| C13 | Priority: Meridian never late > distributors (±2 days) > small accounts (±7 days). Then changeover hours, then utilisation. | +| C14 | Line 3 overtime requires ops director signoff; rare. | +| C15 | One mill per line, not shared *(you flagged you'd double-check)*. | + +## B. UNVALIDATED — my assumptions, not your statements + +**Every row below will produce confident-looking output. None of it is evidence.** + +| # | Assumption | Basis | How it gets retired | +|---|---|---|---| +| **A2** | `D` = dark-tint→light-tint changeover is **60 min, resource class unknown** | Pure guess. You retracted your "rinse" answer. | Tick sheet: duration + "done by" column | +| **A5** | Ramp scrap: 0 same-family; parameterised for family switches; largest tint→white | Invented. Swept, not asserted. | Floor-lead eyeball, next tint→white and next rinse | +| **A6** | Line 2 MTBF ≈ 10 days, repair 0.5–4 h (triangular) | Your "every week or two, half hour to half a shift" | Maintenance log | +| **A7** | Line 1 mill motor modelled as a **named scenario**, not a random failure | Too rare to sample in a 6-week run — you'd get noise, not signal | n/a — design choice, but say so out loud | +| **A8** | Line 3 breakdowns = zero | Your answer. "New" ≠ "reliable" at 18 months. | Revisit in 6 months | +| **A9** | Batch→fill run is 1:1; multi-pack-size splits ignored in v1 | Your "minority case" | ERP export will show actual frequency | +| **A10** | Lab is day-shift, FIFO, no priority for Meridian | **Never asked you. Straight guess.** | One question to QA | +| **A13** | Operators always available during line hours, so rinses never queue | Convenience assumption | Tick sheet | +| **A14** | Rate matrix values | **Placeholders. Not real numbers.** | Your rate matrix | +| **A15** | Tank capacities K₁, K₂, K₃ | **Placeholders.** K₁ is the disputed one. | Engineering spec sheet + stopwatch | +| **A16** | Which two tint SKUs Line 3 is not qualified for (assumed the two deepest reds) | Your recollection, unconfirmed | Qualification list | +| **A17** | Order arrival pattern and Meridian's share (assumed ⅓ of white volume) | Your estimate | ERP export | +| **A18** | Washdown durations identical on all three lines | Your answer, plausible, untested | Tick sheet | +| **A19** | Operators never perform family switches informally | Policy, not observation. **You said "not allowed and never happens aren't the same thing."** | Tick sheet "done by" column | + +**A19 is the one to watch.** A single contrary row retires a hard guard and changes what the baseline predicts. Send it the same day it appears. + +## C. What this model cannot do + +1. **It will not compute an optimal reshuffle.** It races policies you specify. The output is a *reflex* you can defend at the huddle, not a schedule. +2. **It cannot settle the Line 1 tank argument on current inputs.** Whatever I assume about K₁ and Line 1's rate, the model will reproduce faithfully and appear to prove someone right. Run the inversion (§7.3) only after the stopwatch measurement, and do not take it into a room with engineering before then. +3. **It has no first-pass-yield data.** Scrap is a swept parameter presented as thresholds, never as a point estimate. + +--- + +# 1. Scope and resolution + +| Area | Detail level | Why | +|---|---|---| +| Fill & pack, all 3 lines | **Full** | Your bottleneck | +| Changeover crew and calendar | **Full** | Your sore spot; the real constraint | +| Mix / mill / tint | Single timed transition per line feeding a holding tank | You care less; tank capacity kept explicit for the Flag 2 inversion | +| QA hold | Capacity-2 queue, post-fill | Affects OTIF only | +| Raw materials | Assumed always available | Never raised as a driver | + +**Time base:** minutes. **Run length:** 6 weeks + 1 week warm-up. **Replications:** 30 per policy arm (breakdowns are stochastic; single runs will mislead you). + +--- + +# 2. Colour sets + +| Set | Values | +|---|---| +| `FAMILY` | `WHITE` \| `TINT` \| `SPECIALTY` | +| `SHADE` | `0`(white) \| `1..5` light→dark (tints) \| `X`(specialty) | +| `TIER` | `MERIDIAN` \| `DISTRIBUTOR` \| `SMALL` | +| `SKU` | 14 values; each carries `(family, shade, qualifiedLines[])` | +| `ORDER` | `⟨id, sku, qty, tier, dueTime, releaseTime⟩` | +| `LINESTATE` | `⟨lineId, lastSKU, lastFamily, lastShade, up:bool⟩` | +| `BATCH` | `⟨sku, qty⟩` | +| `LOT` | `⟨orderId, sku, qty, tier, dueTime, fillEndTime⟩` | + +--- + +# 3. Places + +### 3.1 Shared + +| Place | Type | Init | Meaning | +|---|---|---|---| +| `P_Demand` | ORDER | from ERP | Order arrival stream | +| `P_Ready` | ORDER | ∅ | Released, awaiting line assignment | +| `P_Techs` | unit | 2 | Techs **on shift and free** | +| `P_TechsOff` | unit | 0 | Techs off shift | +| `P_TechShiftOpen` | unit | 0 | Marked 06:00–14:00 | +| `P_LineOpen_1`, `_2` | unit | 0 | Marked 06:00–22:00 | +| `P_LineOpen_3` | unit | 0 | Marked 06:00–14:00 (+OT lever) | +| `P_Lab` | unit | 2 | Free lab capacity | +| `P_LabOpen` | unit | 0 | Marked during lab hours (A10) | +| `P_QAQueue` | LOT | ∅ | Awaiting QA | +| `P_Shipped` | LOT | ∅ | Completed | +| `P_Clock` | int | 1 | Calendar cycle token | + +### 3.2 Per line L ∈ {1,2,3} + +| Place | Type | Init | Meaning | +|---|---|---|---| +| `P_UpIdle_L` | unit | 1 | Upstream (mix/mill/tint) free | +| `P_UpBusy_L` | BATCH | ∅ | Upstream in progress | +| `P_Tank_L` | BATCH | ∅ | Holding tank contents | +| `P_TankFree_L` | unit | K_L | Remaining tank slots (complementary place) | +| `P_LineIdle_L` | LINESTATE | 1 | Line free, carrying its last-run identity | +| `P_LineFilling_L` | ORDER×LINESTATE | ∅ | Fill in progress | +| `P_ChangeoverDue_L` | ⟨from,to⟩ | ∅ | Changeover raised, not started | +| `P_Rinsing_L` | ⟨from,to⟩ | ∅ | Operator rinse in progress | +| `P_Washing_L` | ⟨from,to⟩ | ∅ | Tech wash in progress | +| `P_Down_L` | unit | 0 | Line failed | + +--- + +# 4. Transitions + +## 4.1 Calendar subnet (drives everything) + +| Transition | Fires at | Effect | +|---|---|---| +| `T_TechShiftStart` | 06:00 daily | `P_TechsOff` → `P_Techs`; mark `P_TechShiftOpen` | +| `T_TechShiftEnd` | 14:00 daily | Unmark `P_TechShiftOpen`; return free techs to `P_TechsOff` | +| `T_Line12Open` / `T_Line12Close` | 06:00 / 22:00 | Mark/unmark `P_LineOpen_1`, `P_LineOpen_2` | +| `T_Line3Open` / `T_Line3Close` | 06:00 / 14:00 (22:00 if OT) | Mark/unmark `P_LineOpen_3` | +| `T_LabOpen` / `T_LabClose` | per A10 | Mark/unmark `P_LabOpen` | + +*Weekends: all calendar transitions gated off unless the weekend-working lever is set.* + +## 4.2 Production + +| Transition | Delay | Guard | +|---|---|---| +| `T_UpStart_L` | — | `P_UpIdle_L` marked ∧ `P_TankFree_L` ≥ 1 ∧ a job is assigned to L | +| `T_UpEnd_L` | `upstream_time[family]` (specialty longest) | — | +| `T_Assign_L` | — | **Policy layer, §5** | +| `T_StartFill_L` | — | `P_LineOpen_L` ∧ ¬`P_Down_L` ∧ batch present in `P_Tank_L` ∧ `lastSKU` prep matches job (no changeover outstanding) ∧ `sku ∈ qualified(L)` | +| `T_EndFill_L` | `qty / rate[sku][L]` | — | +| **`T_Interrupt_L`** | — | Fires at line close if fill incomplete; fill **pauses**, resumes at next open *(assumption: fills are interruptible at shift end — flag if wrong)* | + +## 4.3 Changeover — the detailed part + +| Transition | Delay | Resource | Guard | +|---|---|---|---| +| `T_RaiseChangeover_L` | — | — | Next job's prep ≠ line's current prep. **Deferred by wait-rule W, §5.2** | +| `T_StartRinse_L` | — | none | `class(from,to) = OPERATOR` ∧ `P_LineOpen_L` | +| `T_EndRinse_L` | 25 min | — | — | +| `T_StartWash_L` | — | **n(from,to) tech tokens** | `P_TechShiftOpen` ∧ `P_Techs ≥ n` ∧ **`now + dur ≤ 14:00 + grace(15 min)`** (C8) ∧ **VW-02 guard (C12)** | +| `T_EndWash_L` | `dur(from,to)` | releases techs | — | + +### Changeover matrix + +Duration in minutes / resource class / techs required. + +| From ↓ To → | WHITE | TINT light (1–2) | TINT dark (3–5) | SPECIALTY | +|---|---|---|---|---| +| **WHITE** | 25 / op | 45 / tech ×1 | 45 / tech ×1 | 120 / tech ×2 | +| **TINT light** | **180 / tech ×2** | 25 / op | 25 / op | 120 / tech ×2 | +| **TINT dark** | **180 / tech ×2** | **`D` = 60 / class ? — A2** | 25 / op | 120 / tech ×2 | +| **SPECIALTY** | 120 / tech ×2 | 120 / tech ×2 | 120 / tech ×2 | 25 / op | + +**Hard guard, not a duration:** `to_sku = VW-02 ∧ from_shade ≥ 4` → transition disabled. No wash clears it. + +### Latest feasible start (derived from C4 + C8) + +| Changeover | Duration | Latest start | +|---|---|---| +| White → tint | 45 | **13:15** | +| Specialty in/out | 120 | **12:00** | +| Tint → white | 180 | **11:00** | +| Rinse (operator) | 25 | any time the line is open | + +**Consequence, hard-coded by the calendar:** after 13:15, no line can cross families until 06:00 next day. Lines 1 and 2 run to 22:00 locked to whatever family they held at lunchtime. + +## 4.4 Failure and QA + +| Transition | Delay | Notes | +|---|---|---| +| `T_Fail_L` | `Exp(MTBF_L)` | A6/A8. Line 1 mill motor is a **scenario injection**, not sampled (A7) | +| `T_Repair_L` | `Tri(min,mode,max)` | Fill resumes where interrupted | +| `T_QAStart` | — | `P_Lab ≥ 1` ∧ `P_LabOpen` | +| `T_QAEnd` | 240 min; 1440 specialty | — | +| `T_Ship` | — | `lateness = max(0, now − dueTime)` recorded by tier | + +--- + +# 5. Policy layer + +This is what you tune. Everything above is plant physics; everything here is a decision. + +## 5.1 Baseline — reproduces you + +``` +1. Meridian white orders → Line 2 (C10, absolute) +2. Specialty orders → Line 1 (C11, currently the only qualified line) +3. Otherwise: prefer the line whose lastFamily == order.family + tie-break: earliest available +4. Within line: sort by TIER (Meridian, Distributor, Small), then dueTime +5. Overnight-strand rule: do not start a job that ends after the + tech window if it leaves the line needing a wash +6. VW-02 guard (C12) +``` + +## 5.2 Variants to race against it + +| Variant | Description | Answers | +|---|---|---| +| **Wait-rule `W(t)`** | Hold line idle up to `W` hours for a same-family order rather than raise a wash. **Time-of-day dependent** — after 13:15 the choice doesn't exist, so sweep only 06:00–13:15. | **Q2** | +| **Fill-the-shift** | Do not commit a morning family switch unless there is enough work in that family to run through line close | Q2/Q3 | +| **Breakdown reflex A/B/C** | A: push all to remaining lines. B: hold the tint block, pull whites forward. C: split across 1 & 3, absorb the specialty changeover. | **Q1** | +| **Tech shift position** | 06:00–14:00 (status quo) / 10:00–18:00 / 14:00–22:00 / one tech per shift | Q3 + headcount case | +| **Third tech** | Add one head to the existing window | Q3 | +| **Line 3 OT** | Purchasable lever, 0–5 days/week | Q1 | +| **Meridian-priority QA** | Non-FIFO lab queue | Free OTIF experiment | + +**Note on the split-shift arm:** with one tech per shift, no ≥120-min wash can ever run (they need two). I expect that arm to fail badly. Run it anyway — showing your ops director *why* a cheap option fails is worth more than asserting it, and it demonstrates you looked at rota changes before asking for headcount. + +--- + +# 6. KPIs + +## 6.1 Service (primary) + +| Metric | Definition | +|---|---| +| **Meridian late count** | Any lot shipped after `dueTime`. Target zero (C13) | +| Distributor late | Shipped > 48 h after due | +| Small-account late | Shipped > 168 h after due | +| Meridian lateness hours | Total, for severity | + +## 6.2 Changeover — reported as three separate numbers + +**Do not merge these.** A single "dirty hours" figure will be attacked as inflated the first time someone notices it counts unscheduled hours. + +| Metric | Definition | Framing | +|---|---|---| +| Clock-dirty hours | Wall-clock from changeover raised to complete | Report, label **not a loss** | +| Wash hours | Actual cleaning time | Largely unavoidable | +| **Lost production hours** | Dirty time that overlapped **scheduled line hours** | **The number to argue with** | +| — split by cause | `techs_off_shift` vs `techs_busy_elsewhere` | Different fixes: rota vs headcount | +| **Family-lock hours** | Per line per day, time during which no family switch is possible | Explains *why* the losses occurred | +| Family switches per week | Plant-wide count | Validation target | + +*Worked example — wash raised 14:30 on Line 2, executed 06:00–09:00:* +clock-dirty 18.5 h · wash 3 h · **lost production 7.5 h** (cause: techs off shift). + +## 6.3 Secondary + +Ramp scrap units (by changeover type) · per-line utilisation · **tank-blocked hours** (Flag 2) · tech utilisation % of the 16 tech-hours/day · QA queue length, Fri/Mon split. + +--- + +# 7. How to use it + +## 7.1 Run this first — the reproduction check + +Before any experiment, before anything goes to your ops director: + +| Check | Target | If it misses | +|---|---|---| +| Weekly output per line | Within ±10% of ERP actuals | Rate matrix or tank capacity wrong | +| Family switches/week | Your estimate: ~8 | Changeover matrix or policy wrong | +| Late-order pattern by tier | Matches history | Priority logic wrong | +| Line 3 idle mornings | Should appear spontaneously | Tech contention modelled wrong | + +**If it misses, that is the finding.** The gap points at a register row and we fix the model before it says anything about Tuesdays. + +## 7.2 Then, in order + +1. **Q3 — where do changeover hours go.** Baseline only. Decompose lost production hours by cause and by line. Cheapest result, no new policy needed. +2. **Q2 — the wait-vs-wash question.** Sweep `W(t)`. Expected output shape: *"before 09:00 wait up to N hours; 09:00–11:00 never wait; after 11:00 wait as long as you like."* +3. **Q1 — the breakdown reflex.** Inject Line 2 failure at 06:00 Tue, Line 1 mill motor at 06:00 Mon (4 days). Race reflexes A/B/C over 30 reps. Output is a rule, not a schedule. +4. **Rota and headcount.** Only after the tick sheet lands. + +## 7.3 The Line 1 tank inversion — after the stopwatch, not before + +Fix Line 1's fill rate to the measured value. Sweep K₁ downward. Find the largest K₁ that reproduces observed blocking. + +- If that K₁ is **below** the spec-sheet volume → the tank is not the constraint; the rate is. +- If it is **at or above** → your instinct holds. + +Without the measured rate, both parameters are free and the inversion identifies neither. It will still produce a confident-looking answer. Do not use it. + +--- + +# 8. Parameter file + +Everything below is data, not structure. Hand this to whoever fills it in; the net does not change. + +```csv +# === lines.csv === +line_id,open_time,close_time,ot_available,mtbf_hours,repair_min,repair_mode,repair_max,tank_capacity_K +1,06:00,22:00,no,PLACEHOLDER,PLACEHOLDER,PLACEHOLDER,PLACEHOLDER,K1_PLACEHOLDER +2,06:00,22:00,no,240,30,90,240,K2_PLACEHOLDER +3,06:00,14:00,yes_signoff,99999,0,0,0,K3_PLACEHOLDER + +# === skus.csv === +sku_id,family,shade,qual_L1,qual_L2,qual_L3 +VW-01,WHITE,0,1,1,1 +VW-02,WHITE,0,1,1,1 # C12 guard applies +T-01..T-09,TINT,1..5,1,1,mostly-1 # two deep reds = 0 on L3 (A16) +S-01..S-03,SPECIALTY,X,1,0,0 # C11: L1 only in practice + +# === rates.csv === units/hr, PLACEHOLDER = A14 +sku_id,rate_L1,rate_L2,rate_L3 + +# === changeover.csv === +from_family,from_shade,to_family,to_shade,minutes,resource,techs +WHITE,*,WHITE,*,25,OPERATOR,0 +WHITE,*,TINT,*,45,TECH,1 +WHITE,*,SPECIALTY,*,120,TECH,2 +TINT,*,WHITE,*,180,TECH,2 +TINT,1-2,TINT,*,25,OPERATOR,0 +TINT,3-5,TINT,3-5,25,OPERATOR,0 +TINT,3-5,TINT,1-2,60,UNKNOWN,? # A2 — sweep 25..180, both resource classes +TINT,*,SPECIALTY,*,120,TECH,2 +SPECIALTY,*,*,*,120,TECH,2 +SPECIALTY,*,SPECIALTY,*,25,OPERATOR,0 + +# === ramp_scrap.csv === A5 — swept, not asserted +changeover_type,scrap_units +same_family,0 +white_to_tint,SWEEP_0_200 +specialty_switch,SWEEP_0_200 +tint_to_white,SWEEP_0_400 + +# === resources.csv === +resource,count,open,close +tech,2,06:00,14:00 +lab,2,PLACEHOLDER,PLACEHOLDER # A10 + +# === tiers.csv === +tier,tolerance_hours +MERIDIAN,0 +DISTRIBUTOR,48 +SMALL,168 +``` + +--- + +# 9. PNML + +**Dialect note.** Your tooling question never came back, so this is built to load anywhere: the graph structure is plain P/T-net so any PNML reader will open it, and all colour, guard, timing and resource information is carried in `` blocks and inscriptions. If your tool is coloured + timed, map the annotations onto the colour sets in §2 — that is a mechanical translation, roughly an hour's work. If it is plain P/T, the net runs as-is with `SHADE` folded out; you lose the `D` question and the VW-02 guard has to become a separate forbidden-pair place per SKU. + +**Coverage.** Shared resources, the calendar subnet, and **Line 1 in full**. Lines 2 and 3 are structurally identical: duplicate the `_L1` block, change the id suffix, and substitute from `lines.csv`. I've done it this way so the file stays readable — a 3× copy is ten minutes of work and impossible to get wrong, whereas a 900-line file nobody reads is a different kind of risk. + +```xml + + + + Coatings Plant Scheduling Model v1.0 + + minutes + 60480 + 10080 + 30 + Colour sets, guards and policy layer defined in accompanying + spec sections 2-5. Parameter values in parameter file section 8. + UNVALIDATED assumptions listed on page one. + + + + + + Calendar cycle + 1 + + + + Tech shift open 06:00-14:00 + 0 + + + + Line 1 open 06:00-22:00 + 0 + + + + Line 2 open 06:00-22:00 + 0 + + + + Line 3 open 06:00-14:00 (OT lever) + 0 + + + + Lab open (A10 UNVALIDATED) + 0 + + + + + 06:00 daily open + + daily 06:00, weekdays + mark P_TechShiftOpen, P_LineOpen_L1/2/3, P_LabOpen; + move 2 tokens P_TechsOff -> P_Techs + + + + + 14:00 tech shift end + + daily 14:00 + unmark P_TechShiftOpen; free techs -> P_TechsOff + + + + + 14:00 Line 3 close + + daily 14:00 unless OT lever set + + + + + 22:00 Lines 1-2 close + + daily 22:00 + + + + + + + + + + + + + + + + + + + Techs on shift and free + 2 + + count = 2 (baseline) | 3 (third-tech arm) + + + + + Techs off shift + 0 + + + + Lab capacity + 2 + + + + Order arrivals (ERP stream) + 0 + + ORDER = id,sku,qty,tier,dueTime + ERP export, 4-6 weeks. A17 until loaded. + + + + + Released, awaiting assignment + 0 + + + + + Release order + + + + + + + + + + L1 upstream idle (mix/mill/tint) + 1 + + + + L1 upstream in progress + 0 + + + + L1 holding tank (DISPUTED CAPACITY - A15) + 0 + + K1 = PLACEHOLDER + Flag 2. Do not run the inversion before Line 1 fill rate + is measured with a non-empty tank. + + + + + L1 tank free slots + K1 + + + + L1 idle, carrying lastSKU/lastFamily/lastShade + 1 + + LINESTATE = lineId,lastSKU,lastFamily,lastShade,up + + + + + L1 filling + 0 + + + + L1 changeover raised, not started + 0 + + + + L1 rinsing (operator, no tech) + 0 + + + + L1 washing (tech, QA signoff) + 0 + + + + L1 down + 0 + + + + + Assign order to L1 + + POLICY LAYER - spec section 5. + Baseline: Meridian white -> L2 only; specialty -> L1; + else prefer matching lastFamily; sort TIER then dueTime. + + + + + L1 start upstream + + + + L1 end upstream + + upstream_time[family]; specialty slowest (thick, slow mill) + + + + + L1 start fill + + P_LineOpen_L1 marked AND NOT P_Down_L1 AND batch in tank + AND no changeover outstanding AND sku qualified on L1 + (specialty: L1 only - C11) + + + + + L1 end fill + + qty / rate[sku][L1] (A14 placeholder) + emit LOT to P_QAQueue, less ramp_scrap if run followed + a family switch (A5, swept) + + + + + L1 raise changeover + L1 raise changeover + + next job prep != line current prep + DEFERRED by wait-rule W(t) - spec 5.2. + Morning only; after 13:15 the choice does not exist. + + + + + L1 start rinse (operator) + + class(from,to) = OPERATOR AND P_LineOpen_L1 marked + C5 - no tech token consumed. Available to 22:00. + + + + + L1 end rinse + + 25 + + + + + L1 start wash (tech) + + class(from,to) = TECH + AND P_TechShiftOpen marked + AND P_Techs >= n(from,to) + AND now + dur(from,to) <= 14:00 + grace(15) [C8] + AND NOT (to_sku = VW-02 AND from_shade >= 4) [C12] + n(from,to) tokens from P_Techs + + + + + L1 end wash + + dur(from,to) per changeover matrix, spec 4.3 + release n techs to P_Techs; set lastFamily/lastShade := to + + + + + L1 fail + + Exp(MTBF_L1) - A6 PLACEHOLDER + A7: mill motor 4-day outage is a SCENARIO INJECTION, + not sampled. Too rare for a 6-week run. + + + + + L1 repair + + Tri(min,mode,max) - A6 + fill resumes from interruption point + + + + + L1 shift-end interrupt + + fires at line close if fill incomplete + ASSUMPTION: fills are interruptible at shift end and resume + next open. Never confirmed - flag if wrong. + + + + + + + + + + + + + + + + test arc - not consumed + + + + + + + + + + + + + + + n(from,to) [1 or 2] + + + test arc - not consumed + + + + + + n(from,to) + + + + + + + + paused; resumes at next line open + + + + + Awaiting QA (post-fill hold) + 0 + + C9 - delays shipment only, does not block upstream. + Watch Fri/Mon queue length: your Friday slip mechanism. + + + + + In QA + 0 + + + + Shipped + 0 + + + + + Start QA + + P_Lab >= 1 AND P_LabOpen marked + BASELINE FIFO (A10). Variant: Meridian-priority queue. + + + + + End QA + + 240 min; 1440 min if family = SPECIALTY + + + + + Ship and record lateness + + lateness = max(0, now - dueTime); bucket by TIER; + MERIDIAN tolerance 0, DISTRIBUTOR 2880, SMALL 10080 min + + + + + + + + + + + + + + + +``` + +--- + +# 10. Building Lines 2 and 3 + +Copy the Line 1 block; change the `_L1` suffix throughout; substitute from `lines.csv`. The only structural differences: + +| | Line 2 | Line 3 | +|---|---|---| +| Calendar place | `P_LineOpen_L2`, 06:00–22:00 | `P_LineOpen_L3`, 06:00–**14:00** | +| Qualification | Specialty SKUs excluded (C11) | Specialty excluded; two deep-red tints excluded (A16) | +| Assignment guard | **Meridian whites forced here** (C10) | No forced work | +| Failure | MTBF ≈ 240 h, repair Tri(30,90,240) (A6) | Zero (A8) | +| OT lever | none | `T_Line3Close` deferred to 22:00 when set | + +**One consequence worth checking against the model's own output:** Line 3's entire operating day sits inside the tech window. Its changeovers compete head-on with the morning wash queue for Lines 1 and 2. A tint→white wash starting 06:00 on Line 2 holds both techs to 09:00, during which Line 3 cannot cross families — three of its eight hours, clean and staffed and waiting. If that pattern doesn't emerge spontaneously in the reproduction check, the tech contention is modelled wrong. + +--- + +# 11. What happens next + +**Blocking, from you:** spreadsheet, rate matrix, ERP export. Nothing runs until the rate matrix lands — `A14` placeholders make every duration in the model fictional. + +**Then, in order:** reproduction check (§7.1) → Q3 decomposition → Q2 sweep → Q1 reflexes. Rota and headcount arms only after the tick sheet. + +**Send early, don't batch:** any tick-sheet row showing an operator performing a family switch. That retires A19, changes a hard guard, and I'd rather rework in week one than build a fortnight on it. + +**Still unanswered:** the PNML dialect, A10 (lab hours and queue discipline — I never asked and it drives your Friday slips), A15 (tank capacities), whether fills are interruptible at shift end (§4.2), and A16 (which two tints Line 3 can't run). + +--- + +# 12. Two lines that don't depend on any of this + +Both fall out of your own shift pattern — C3, C4, C6, C8 — not from anything I've modelled. They were true before this document existed and stay true whatever the data says: + +> **After 13:15, no line can cross families. The morning decides the day.** + +> **A wash raised at 22:00 costs nothing. One raised at 14:30 costs the evening.** + +Everything else in here — the switches-per-week ceiling, the capacity-versus-timing hypothesis, Line 3's idle mornings, and every number in §8 — is arithmetic on recollection. 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My boss wants a simulation model of how we\nschedule production, so we can test scheduling decisions before making them. We have tooling\nthat runs Petri-net-style process models, so the end product should be a model I can hand to\nthat — but I can't tell you much about the format, I'm not the modelling person.\n\nPlease interview me about how our operation works, and then produce the model." + }, + { + "role": "assistant", + "content": "Happy to do this. Before the questions, two framing notes:\n\n**What I need most.** The single biggest driver of how I build this is *which decisions you want to test*. \"Should I run whites before blacks all week?\" needs a very different model from \"should I buy a fourth filling line?\" So question 1 below matters more than all the rest.\n\n**On the format.** I can't guess your tooling's dialect, so I'll deliver two things: a plain-language spec (places, transitions, arcs, timings, decision rules) that any Petri-net person can implement in an afternoon, plus a PNML file, which is the closest thing to a standard interchange format. If you can get one answer out of your modelling person, make it this: *does the tool support timed transitions and coloured/typed tokens, or is it plain place/transition nets?* Coatings scheduling is all about \"this batch is dark red and needs a 90-minute wash before the next white\" — that's much cleaner with coloured tokens, and much clumsier without. I can do either.\n\nNow the interview. **Answer what you can and skip the rest — rough guesses are fine, and \"I don't know\" is a useful answer.** I've put my default assumption in brackets where I have one, so you can often just say \"yep.\"\n\n---\n\n## 1. What are you trying to learn from it?\n\n1. Give me two or three real questions you'd want to ask this model. The more specific the better — e.g. \"if I hold the small filling line for urgent orders only, do I miss fewer due dates?\"\n2. Is there a known bottleneck or sore spot? I'll model that part in detail and abstract the rest, rather than modelling everything at uniform detail.\n3. Who else will look at the output — just you, or your boss and planners too?\n\n## 2. The process route\n\n4. What are you making, broadly? [Assuming liquid coatings — solvent-borne and/or water-borne, batch production.]\n5. Walk me through the steps a batch goes through. My straw man: raw material weigh/dispense → premix → dispersion or milling → let-down/thin-down → QC sample and adjust → filter → fill and pack → warehouse. Correct, add, delete.\n6. Do all products follow the same route, or are there variants — e.g. some skip milling, some need multiple mill passes?\n7. Roughly how many distinct products/SKUs, and how many meaningfully different *routes*? (I don't need the SKU list, just the shape of it.)\n\n## 3. Equipment\n\n8. How many of each vessel/machine — mixers, mills, filling lines? Approximate is fine.\n9. Are they interchangeable, or restricted? Typical restrictions: only certain tanks for water-borne, only the big mixer for volumes over X, whites kept off vessels that have run dark shades.\n10. **Important:** when a batch finishes mixing but the filling line is busy, where does it sit? Does it stay in the mixer (blocking it) or go to a holding/storage tank? If holding tanks, how many, and are they dedicated?\n11. Are people a constraint — operators per shift, one lab tech covering everything, a single cleaning crew? Or is labour effectively always available?\n\n## 4. Batches and time\n\n12. Is batch size fixed by the vessel, or do you flex it to the order? Do you ever combine several orders into one batch, or split one batch across several pack sizes / fill runs?\n13. Rough durations for each step, and what makes them vary (product, batch size, viscosity)?\n14. What time resolution do you care about — minutes, hours, or shifts? [Assuming hours.]\n15. Shift pattern, weekend working, and how planned maintenance fits in. Can a batch be left part-finished over a shift break, or must some steps run to completion once started?\n\n## 5. Changeovers — probably the crux\n\n16. What determines the cleaning needed between two batches in the same vessel? Colour sequence, resin chemistry, both? I'm expecting something like a light-to-dark rule with a full solvent wash needed when you go backwards.\n17. Roughly what do the different cleaning levels cost you in time? (e.g. same colour = quick rinse 20 min; light after dark = full wash 3 hrs.)\n18. Do you deliberately run campaigns — batching up all the whites, then greys, then blacks — and if so over what cycle? Weekly? \n19. Does cleaning consume something scarce: a wash bay, a crew, solvent, waste capacity?\n\n## 6. QC and rework\n\n20. After let-down you sample and test. How long does the lab take, and does the batch hold the vessel while it waits?\n21. What fraction of batches pass first time? On a fail, what happens — tint adjust and retest (how many loops before you give up?), hold for review, downgrade to another SKU, scrap?\n22. Any other rework loops — regrinds, refiltering, refill after a fill-line fault?\n\n## 7. Demand and disruption\n\n23. Make-to-order, make-to-stock, or a mix? If stock, do you replenish to reorder points?\n24. How do orders arrive and how firm are they? Do you get urgent inserts that jump the queue, and how often?\n25. Raw materials: assume always available, or do shortages genuinely drive your schedule? Any long-lead or single-source items?\n26. Breakdowns: frequent enough to matter, or rare? Rough failure rate and repair time for the important machines if so.\n\n## 8. Scoring the schedule\n\n27. What makes a schedule good, in your judgement, in priority order? Candidates: due-date/OTIF performance, total changeover time or solvent used, throughput, vessel utilisation, WIP sitting in tanks, overtime.\n28. Are there hard rules I must never break, versus preferences? (e.g. \"a batch never sits more than 48 hrs before filling\" is often a hard one.)\n29. How do you actually sequence today — a spreadsheet, a rule of thumb, gut feel? I'd like the model to be able to reproduce your current approach as a baseline, so you can compare alternatives against it.\n\n---\n\nSend back whatever you've got. If you'd rather not answer all of it, give me sections 1, 3, 5 and 8 and I'll build a first cut with explicit assumptions marked, which is often a faster way to find out what I got wrong." + }, + { + "role": "user", + "content": "Right, let's do this. I've got about forty minutes before the huddle, so I'll go fast.\n\n## 1. What I want to know\n\nThree real questions, in order of how much I actually lose sleep over them:\n\n1. When a line goes down at 6am, what's the best re-shuffle of the rest of the week — right now I improvise at the huddle and I know it's not great.\n2. Is it ever worth sitting a line idle for an hour or two waiting for a same-family order, instead of paying for the washdown now? I do this by gut and nobody can tell me if I'm right.\n3. Where do my changeover hours actually go, and would reordering the run sequence claw any back?\n\nSore spot: changeovers, no question. Tint→white washdowns are the expensive one, and the crew is shared across three lines, so it's not just the time, it's who's waiting on who. Model that in detail. The mixing/dispersion end I care about less.\n\nWho looks at it: me first, then probably my boss (ops director) if it says anything useful. Commercial might get pulled in if it touches due-date stuff, but that's a maybe.\n\n## 2 & 3. Process and equipment — quick corrections\n\nWe're coatings, yes — mix, mill, tint/letdown, then fill & pack. That's it, four stages, same order for everything. No separate QC-hold-and-adjust step in the way you described — QA sits at the *end*, after fill, not mid-process. I'll come back to that under section 6.\n\nThree filling lines, not identical — Line 1 old and slow but does everything including specialty, Line 2 fast and big-volume, Line 3 newest, still being qualified SKU by SKU. About 14 SKUs, three families: base whites, tinted colours, specialty clears. Routes are the same shape for everyone, just different speeds and fussiness — specialty is thick and slow, particularly up at the mill end.\n\nHolding tanks between stages, small ones. Line 1's mill-to-fill tank is the one that gives me grief — I think it's undersized and backs the line up, though engineering points at the line rate and says that's not it. One changeover crew, two techs, day shift, covers all three lines — that's a real constraint, if two lines want washing at once someone waits.\n\n## 5. Changeovers — since you want detail here\n\nSame-family rinse: quick, 20–30 minutes. Family switches are the real cost, and they're **not symmetric** — white to tint, maybe 45 minutes. Tint to white is a full wash, about 3 hours, because pigment carryover wrecks a white batch. Specialty in or out, either direction, roughly 2 hours.\n\nWe don't run strict weekly campaigns, but I do try to cluster — I'll hold a family together on a line rather than ping-ponging, purely to dodge the 3-hour wash. Cleaning eats the shared crew, that's the scarce resource, not solvent or bay space as far as I know.\n\n## 6. Quality — correction to your model\n\nNo mid-process sample-adjust-retest loop. What happens is: batch finishes fill & pack, then sits in QA hold — about four hours typically, specialty can be a day. Lab's two people, backs up end of week. I don't have first-pass-yield numbers off the top of my head; I don't think we track it that granularly, quality just reports scrap as a monthly percentage across the board.\n\nOne thing I will flag: after any family switch the first units off the line are junk — \"ramp scrap\" — worse after the big washdowns. I can't give you exact quantities per changeover type though, that's not something I've got broken out.\n\n## 8. Scoring and how I do it today\n\nPriority order, honestly: don't ship late to Meridian, ever — that's our biggest account, mostly whites, and they fine and delist. Other big distributors can slip a couple of days if we phone ahead. Small accounts can slide a week and nobody notices. After that, changeover hours, then general utilization.\n\nNo hard rule I can quote you on tank dwell time or anything like that — the closest thing is Meridian white orders *always* go on Line 2, that's just how it's done, has been for years. Specialty only runs on Lines 1 and 3, Line 2 was never set up for the clear resins.\n\nToday I sequence off a spreadsheet — I map the week's demand book onto the three lines, rough rate per product per line, add changeover by feel, and I re-juggle it out loud at the 07:30 huddle most mornings. That sheet is the baseline you should try to reproduce first, honestly — if your model can't match what the sheet does, I won't trust what it says about doing better.\n\nSend me the questions you're still stu" + }, + { + "role": "assistant", + "content": "Your message cut off at \"still stu—\", so I may be missing a line. Here's what I've got.\n\nThree flags first, then the questions. The flags matter more than the questions.\n\n---\n\n## Flag 1: your Q1 isn't a simulation question, quite\n\n\"What's the best re-shuffle when a line goes down at 6am\" is an *optimisation* question. A Petri-net model simulates a policy you give it — it won't hand you the optimum reshuffle.\n\nWhat it *will* do: let you set up the Tuesday-morning-Line-2-is-dead scenario and race three or four candidate responses against each other (push everything to Line 1 / hold the tint block and pull whites forward / split across 1 and 3 and eat the specialty changeover). You get lateness and changeover hours for each. Over enough simulated breakdowns you can find which *rule* wins on average, and that's the thing you'd actually take to the huddle — not a schedule, a reflex.\n\nIf you want true \"give me the optimal reshuffle,\" that's a different tool and a bigger build. Tell me if that's the real requirement, because it changes what I hand you.\n\n## Flag 2: I can't settle the Line 1 tank argument, and neither can the model\n\nYou think the mill-to-fill tank is undersized; engineering says it's the line rate. Whatever I assume about tank capacity and line rate, the model will faithfully reproduce that assumption and appear to prove one of you right. That's not evidence, it's just my guess with a simulation wrapper on it.\n\nTwo ways to make it real:\n\n- **Measure it.** If tank capacity and Line 1's actual rate come from data, the model arbitrates honestly.\n- **Invert it.** Don't ask \"which is it,\" ask \"how small would the tank have to be to cause the backup we see?\" If the answer is \"smaller than it actually is,\" it's the line rate. This is often the faster route and needs no new instrumentation — just a decent estimate of tank volume and observed blocking.\n\nEither way: **do not let this model into a room with engineering as an argument-winner** until the inputs are measured. It'll get shredded, deservedly, and take the rest of the model down with it.\n\n## Flag 3: the numbers you don't have\n\nYou flagged three: first-pass yield, ramp scrap per changeover type, and quality only reporting monthly scrap in aggregate.\n\nI'm not going to fill those with plausible-looking invented figures — you'd have no way to tell them from real ones six weeks from now. Instead I'll build them as exposed parameters and run them as **threshold questions**:\n\n> \"Waiting two hours for a same-family order beats washing now — as long as ramp scrap after a tint→white wash is above about 40 units. Below that, wash immediately.\"\n\nThen you only need to know which side of 40 you're on, which someone on the floor probably can eyeball, rather than needing a precise number. Same trick for first-pass yield. Every one of these gets logged in an assumptions register at the front of the deliverable, flagged UNVALIDATED, so when your ops director asks \"where did that come from,\" the answer is on page one.\n\n---\n\n## What I actually need\n\n**Blockers — I can't build a credible first cut without these:**\n\n1. **The spreadsheet.** Send it as-is, mess and all. Rates, changeover allowances and your sequencing instincts are all in there, and it saves you answering half of what follows.\n2. **Rate matrix** — units/hr for each SKU on each line, plus which SKUs Line 3 is actually qualified for today. Rough is fine. This is the single biggest driver of everything.\n3. **A real demand book** — 4–6 weeks of orders with quantities, due dates and customer, so I can validate against something. Meridian's share of volume specifically.\n4. **Shift pattern**, and the crew rule: your two techs are day shift only. So if a wash is needed at 9pm — does the line sit dead until morning, does someone else do a rough job, or does it never happen because you sequence to avoid it? **This is probably the highest-leverage single fact in the whole model** and it's the one I'd most want before building.\n5. **Breakdowns** — how often, how long, which line is worst. Q1 is entirely made of this. Even \"Line 1 goes down maybe twice a month for half a shift\" is enough to start.\n\n**Quick-fire, defaults in brackets — \"yep\" is a fine answer:**\n\n6. Do your 2 techs work one wash together, or can they run two lines at once? [assuming: a 3hr wash takes both, a rinse takes one]\n7. Tint→tint, dark to light — rinse, or something bigger? [assuming rinse, but suspicious]\n8. Are washdown times line-specific? Is Line 1 slower to clean because it's old? [assuming same everywhere]\n9. Does QA hold block anything upstream, or just delay shipment? [assuming just shipment — so it hits OTIF, not throughput]\n10. Does the lab backing up at end of week actually make things late, or is it absorbed? \n11. Batch → fill run: does one mixed batch become one fill run, or do you split it across pack sizes? [assuming 1:1]\n12. Beyond \"Meridian whites on Line 2\" and \"specialty on 1 and 3 only\" — any other rules that are just how it's done?\n\n**One validation question:** should the baseline match *the sheet's plan*, or *what actually happened*? They differ, and the gap is usually your improvising at the huddle. I'd rather match actuals — that's what makes it credible to your boss — but I'd use the sheet for the sequencing logic.\n\n---\n\nSend the sheet and the demand book and skip everything else if you're short on time. If I get nothing further, I'll build the first cut on the answers above with every gap marked, and the fastest way to find out what I got wrong is for you to read the assumptions register and start crossing things out.\n\nStill worth asking your modelling person the one question: **coloured tokens and timed transitions, or plain place/transition?** Your priority tiers (Meridian / big distributor / small account) and family-based changeovers both want colour. Without it the net gets big and ugly, and I'd build it differently from the start." + }, + { + "role": "user", + "content": "Okay, that \"still stu—\" was me trying to type \"still stuck on\" and my keyboard's clearly as tired as I am. Ignore it.\n\nLet me hit your flags first since you said they matter more.\n\n**Flag 1** — fair, and honestly that's fine. A reflex I can bring to the huddle is more useful than a magic optimizer anyway, because I still have to sell whatever it says to the line leads. Race the candidate responses, that's the right shape.\n\n**Flag 2** — agreed, and I appreciate you not just picking a side. I don't have a measured tank volume in my head, but I can probably get it — it's a spec sheet number, someone in engineering has it, I just never asked. I like the inversion idea better actually, \"how small would it have to be\" — I can take that number and go looking, rather than starting a fight over whose gut is right.\n\n**Flag 3** — the threshold framing is good, that's actually how I already think about some of this. \"I'll wait if it's not much scrap\" is basically what I do by feel. Fine to build it that way.\n\nNow the blockers, in order:\n\n1. **The spreadsheet** — yes, I'll send it. Fair warning, it's ugly and has three tabs nobody remembers the purpose of.\n2. **Rate matrix** — I can pull this together, give me a day. Line 3 qualification: today it's qualified for both whites, most tints, not specialty, and not two of the tint SKUs specifically — I'd have to check which two, I think it's the deep reds.\n3. **Demand book** — I can get you 4-6 weeks of history from ERP, that's a real export, not a problem. Meridian's share is big, maybe a third of white volume, I'd want to check exactly.\n4. **The night question** — good catch, and the honest answer is: we sequence to avoid it. I try never to leave a wash needed overnight, because no, nobody does it off-shift, the line just sits dirty till the techs are back at 6. That's actually a real source of lost time I probably undercount when I complain about changeover hours — it's not just the wash itself, it's the wait for a tech to be available.\n5. **Breakdowns** — roughly: Line 2 filler jams every week or two, half an hour to half a shift when it does. Line 1's mill motor is rare but scary — took four days once, that's the one that actually wrecked a month. Line 3 I honestly can't remember a bad breakdown, it's new.\n\nQuick-fire:\n\n6. One wash needs both techs together, yes — pretty sure a 3hr wash is a two-person job, a rinse one tech can do solo while the other's elsewhere. That matches your assumption.\n7. Tint to tint, dark to light — I said rinse before but now you're making me think about it and I'm not actually sure that's right. I'd guess it's a bit more than a rinse if you're jumping from say a black to a pale yellow, but I've never separated it out from same-shade-family rinses. Flag that as one I got wrong, not one I know.\n8. Washdown times line-specific — no, I don't think so, same everywhere, it's the same crew doing the same procedure regardless of line.\n9. QA hold — just delays shipment, doesn't block anything upstream, that's right.\n10. Lab backing up end of week — it does bite sometimes, that's part of why Friday shipments occasionally slip even when production hit the number. Not every week, but often enough.\n11. Batch to fill run — mostly 1:1, yes, but not always — sometimes I'll split a big mix batch across two pack sizes if two orders for the same SKU land the same week. That's probably a minority case though.\n12. Other unwritten rules — one more: there's a specific white SKU, VW-02, that can't run right after a dark tint even with a full wash. QA's superstitious about it, there was a scare a couple years back. It's not written anywhere, everyone who's been here a while just knows not to sequence it that way.\n\nValidation: match actuals, not the sheet's plan. You're right that the gap is exactly what I improvise at the huddle, and that gap is probably where the real story is.\n\nI'll go ask the modelling-tool question and get you the spreadsheet and ERP pull this week." + }, + { + "role": "assistant", + "content": "Got the lot. Here's the first cut. The structure below is complete enough to implement; the numbers are a mix of yours, parameterised unknowns, and three things I need before it's trustworthy.\n\n---\n\n## Three things your answers changed\n\n**1. Specialty is single-threaded on Line 1, today.** Your unwritten rule says specialty runs on Lines 1 and 3 — but you also said Line 3 isn't qualified for specialty yet. So in practice every specialty order goes on Line 1: your slowest line, with the contested tank, and the mill motor that once cost you four days. If that's right, it changes the answer to Q1 quite a bit — a Line 1 outage doesn't just slow specialty, it stops it. Tell me if I've misread, because I've built it that way.\n\n**2. Tech-wait becomes a headline KPI, not a footnote.** You said it yourself: the loss isn't the wash, it's the line sitting dirty until 06:00. Your current changeover accounting almost certainly bills you for the 3-hour wash and not the 9 hours of dark line in front of it. I'm splitting the metric into **wash hours** and **wait-for-tech hours**, reported separately, with overnight-dirty called out on its own. My guess is that when you ask \"where do my changeover hours go\" (Q3), a big slice of the answer isn't changeover hours at all — it's crew-availability hours, and it wants a different fix.\n\n**3. Your Q7 retraction matters more than it looks.** If dark-tint→light-tint is really a rinse, fine. If it's an hour, and you've been aggregating it into \"same-family rinse\" all along, then your changeover book is wrong in exactly the place Q3 is pointed. I've made shade explicit and left that cell as a swept parameter. There's a cheap measurement below.\n\n---\n\n## The model\n\n**Scope.** Fill & pack and the changeover crew in full detail. Mix/mill/tint collapsed to a single timed upstream transition per line feeding a holding tank — except that the tank capacity stays explicit so we can run the Flag 2 inversion. QA modelled as a capacity-2 queue after fill.\n\n### Colour sets\n\n| Set | Values |\n|---|---|\n| `FAMILY` | WHITE, TINT, SPECIALTY |\n| `SHADE` | 1–5, light→dark (TINT only; WHITE=0, SPECIALTY=n/a) |\n| `TIER` | MERIDIAN, DISTRIBUTOR, SMALL |\n| `SKU` | 14 values, each carrying family + shade |\n| Order token | ⟨orderID, sku, qty, tier, dueTime⟩ |\n| Line token | ⟨lineID, lastSKU, lastFamily, lastShade, state⟩ |\n\n### Places\n\n**Global:** `P_Demand` (order arrivals), `P_Ready` (released, awaiting assignment), `P_Techs` (cap 2, calendar-gated), `P_ShiftOpen` (token present during tech shift), `P_Lab` (cap 2), `P_Shipped`, `P_Late`.\n\n**Per line L ∈ {1,2,3}:** `P_Tank_L` (cap K_L, in batches), `P_LineFree_L` (holds the line token with its state), `P_LineBusy_L`, `P_NeedsClean_L` (holds ⟨from,to⟩), `P_Cleaning_L`, `P_Down_L`.\n\n### Transitions\n\n| Transition | Timing | Guard |\n|---|---|---|\n| `T_Upstream_L` | by family (specialty slowest) | tank not full |\n| `T_Assign_L` | instant | **policy layer** — see below |\n| `T_StartFill_L` | instant | line clean-compatible; SKU qualified on L; batch in tank; line up |\n| `T_EndFill_L` | qty ÷ rate[sku][L] | — |\n| `T_RaiseClean_L` | instant | next job needs different prep; **deferred by wait-rule** |\n| `T_StartClean_L` | instant | `P_ShiftOpen` marked **and** techs ≥ n(type) |\n| `T_EndClean_L` | changeover matrix | — |\n| `T_Fail_L` / `T_Repair_L` | stochastic / scenario | — |\n| `T_QAStart` | instant | lab token free |\n| `T_QAEnd` | 4h; specialty 24h | — |\n| `T_Ship` | instant | compare to dueTime → `P_Shipped` or `P_Late` |\n\n### Changeover matrix (minutes, techs in brackets)\n\n| From ↓ To → | WHITE | TINT light | TINT dark | SPECIALTY |\n|---|---|---|---|---|\n| WHITE | 25 (1) | 45 (1) | 45 (1) | 120 (2) |\n| TINT light | **180 (2)** | 25 (1) | 25 (1) | 120 (2) |\n| TINT dark | **180 (2)** | **D (?)** | 25 (1) | 120 (2) |\n| SPECIALTY | 120 (2) | 120 (2) | 120 (2) | 25 (1) |\n\n`D` = unknown, default 60, swept 25–180.\n**Hard guard, overrides everything:** VW-02 may not follow any TINT with shade ≥ 4, wash or no wash. Modelled as a forbidden transition, not a duration.\n\n**Ramp scrap:** `S(type)` units discarded at start of each run after a changeover. Zero for same-family; parameterised and swept for family switches, largest after tint→white.\n\n### Policy layer — the part you'll actually tune\n\nThe baseline reproduces you:\n\n1. Meridian whites → Line 2, always.\n2. Specialty → Line 1 (see point 1 above).\n3. Otherwise prefer the line whose `lastFamily` matches the order.\n4. Within a line, sequence by tier then due date.\n5. **Avoid stranding a wash overnight**: don't start a job that will end after tech shift-end if it leaves the line needing a wash.\n6. VW-02 guard.\n\nAlternatives to race against it: **wait-rule with threshold W** (hold the line idle up to W hours for a same-family order rather than raise a wash — this is Q2, swept 0–6h); **breakdown reflexes** A/B/C for Q1; **Meridian-priority in the QA queue** (a free OTIF experiment given your Friday lab backup).\n\n### KPIs\n\nMeridian lateness (any); distributor lateness >2 days; small-account >7 days; **wash hours**; **wait-for-tech hours**; **overnight-dirty hours**; ramp scrap units; per-line utilisation; **tank-blocked hours** (Flag 2).\n\n---\n\n## Assumptions register — all UNVALIDATED\n\n| # | Assumption | Basis |\n|---|---|---|\n| A1 | Specialty runs Line 1 only, today | inferred from your qualification list — **please confirm** |\n| A2 | `D` (dark→light tint) = 60 min | pure guess, you retracted the rinse answer |\n| A3 | ≥120 min washes take 2 techs, shorter take 1 | your rule extended by me |\n| A4 | Washdown times identical across lines | your answer |\n| A5 | Ramp scrap values | invented, swept not asserted |\n| A6 | Line 2 MTBF ~10 days, repair 0.5–4h | your \"every week or two\" |\n| A7 | Line 1 mill motor modelled as scenario, not random | too rare to sample meaningfully in a 6-week run; you'd get noise, not signal |\n| A8 | Line 3 breakdowns = zero | your answer, but \"new\" ≠ \"reliable\" long-term |\n| A9 | Batch→fill run 1:1; splits ignored in v1 | your \"minority case\" |\n| A10 | Lab is day-shift, FIFO | never asked you — guessing |\n| A11 | One mill per line | never established; if mills are shared the Line 1 outage is much worse |\n\n---\n\n## What I still need\n\n**Blocking:**\n\n- **Shift pattern.** Still don't have it. How many shifts do the *lines* run, and what hours are the *techs* on? Everything about wait-for-tech hangs on this gap, and it's the mechanism behind your own biggest complaint.\n- Confirmation on A1 and A11.\n- The spreadsheet, rate matrix, ERP pull — in hand this week, understood.\n\n**Three cheap measurements**, each worth more than a week of my guessing:\n\n1. **Time Line 1's fill rate when the tank isn't empty.** A stopwatch and one run. Without this, rate and tank capacity are both unknown and the inversion can't identify either — you'd be picking a winner in the engineering argument by assumption again. With it, tank capacity is the only free parameter and the question answers itself.\n2. **Tick sheet for the techs, two weeks:** changeover type, start time, end time. Settles `D`, `A3`, and gives me real wash durations instead of your recollection of them.\n3. **Eyeball ramp scrap** after the next tint→white and after the next same-family rinse. Rough units. Enough to put you on the right side of a threshold.\n\n---\n\n## PNML\n\nReady to cut, but I'd rather burn one day waiting than send your modeller the wrong dialect. If the answer is coloured + timed, you get the model above more or less as written. If it's plain place/transition, the colour has to be unfolded into separate places per family per line — roughly four times the net, and I'd drop `SHADE` to keep it legible, which means losing the `D` question and the VW-02 guard becomes clumsy. That's a real loss, so if there's a coloured-net option in the tool, take it.\n\nSend the shift pattern and I'll start wiring the baseline against your ERP export. First thing I'll report is whether the model can reproduce your actual weekly output per line — if it can't, that's the finding, and we fix the model before it tells you anything about Tuesdays." + }, + { + "role": "user", + "content": "Shift pattern, since that's the blocker: Lines 1 and 2 run two shifts, roughly 6am to 10pm, with a gap overnight. Line 3 is day shift only, 6 to 2, unless someone's approved overtime, which is rare and needs the ops director to sign off. The techs — the two changeover guys — are day shift only, 6 to 2 as well, same as Line 3's crew basically, they just cover all three lines. So a second-shift line (1 or 2) that needs a wash after 2pm is stuck dirty until the morning crew's in — that's the mechanism you flagged, and yeah, I think you're right that it's bigger than I've been crediting.\n\nOn A1 — yes, confirmed, that's right as you've built it. Specialty is Line 1 only in practice today, even though the \"rule\" says 1 and 3. Nobody's written that down anywhere, it's just where Line 3's qualification list has landed. Good catch, honestly, I hadn't said it out loud like that before.\n\nA11 — one mill per line, yes, as far as I know. I've never heard of mills being shared between lines, they're bolted to each line's own setup. I'll double check but I'd be surprised if I'm wrong.\n\nOn the three measurements — I can get you all of these, and I like that you've made them cheap. Stopwatch on Line 1's fill rate with a non-empty tank, I'll do that myself next time it happens, probably this week. The tech tick sheet I'll have to ask the crew to fill in, might take a bit of nagging but two weeks is doable. Ramp scrap eyeball, I can grab that off the floor lead next tint→white changeover, shouldn't be hard.\n\nOne thing on your KPI table — \"overnight-dirty hours,\" I like that as its own number, that's exactly the thing I've never been able to point at and say \"there, that's the cost.\" If nothing else comes out of this whole exercise, that number alone might be worth the huddle argument.\n\nGo ahead and wire the baseline against the ERP export once you've got it, and I'll chase the shift confirmation on Line 3 overtime frequency if you need it — right now \"rare\" is genuinely the best I've got, I don't have a count." + }, + { + "role": "assistant", + "content": "Shift pattern lands, and it does more than fill a gap — it constrains the plant hard enough that some things fall out before any simulation runs. Worth checking these by eye now, because if the arithmetic looks wrong to you, my changeover matrix is wrong, and better to find that out today than after I've wired it up.\n\n---\n\n## The headline question, which I should have asked two turns ago\n\n**Can a line operator do a same-family rinse themselves, or does every changeover — including a 25-minute rinse — need one of the two techs?**\n\nEverything below assumes the second answer, because that's how I read \"one changeover crew, covers all three lines.\" If that's right, then **Lines 1 and 2 cannot change SKU at all after 14:00.** No rinses, no pack-size swaps, nothing. Whatever's loaded at 14:00 runs until 22:00 or until it runs out and the line stops.\n\nThat's a severe constraint and it may well be wrong. If operators handle their own rinses and the techs are really a *big-wash* crew, the second shift is flexible and the model looks quite different. Please answer this one before anything else.\n\n---\n\n## The tech-hour budget\n\nTwo techs × 8 hours = **16 tech-hours per day**, and that's the whole plant's changeover capacity.\n\n| Changeover | Duration | Techs | Cost | Latest start |\n|---|---|---|---|---|\n| Same-family rinse | 25 min | 1 | 0.4 tech-h | 13:35 |\n| White → tint | 45 min | 1 | 0.75 tech-h | 13:15 |\n| Specialty in/out | 120 min | 2 | 4 tech-h | 12:00 |\n| **Tint → white** | **180 min** | **2** | **6 tech-h** | **11:00** |\n\nThree things drop out:\n\n**Big washes are strictly serial.** Both techs are consumed, so while a tint→white wash runs, no other line can get so much as a rinse. Two big washes in a day eats 6 of the 8 clock hours and blocks everything else for the duration.\n\n**The ceiling is about two family switches a day, plant-wide.** Three is possible only if just one of them is a tint→white, and it leaves zero slack for rinses. Call it **8–10 family switches a week, maximum**, if the techs do nothing else.\n\n**Your instinct to cluster isn't a preference, it's forced.** Three lines × 5 days = 15 line-days against ~8 available family switches. You physically cannot ping-pong even if you wanted to.\n\n**Sanity check for you:** does the plant do more than about eight family switches in a normal week? If yes, one of my inputs is wrong — most likely the 3-hour wash is shorter in practice, or someone's doing it solo, or people stay late more than you think. Any of those is worth knowing.\n\n---\n\n## The 11:00 problem, and what it does to Meridian\n\nA tint→white wash must start by 11:00. That gives you a **five-hour window per day** for the one changeover your biggest customer depends on — because Meridian whites always run Line 2, and Line 2 runs tints too.\n\nLine 2 runs 16 hours a day but can only cross from tint to white in a 5-hour slot each morning. Run boundaries don't land there by chance; you'd have to aim at it.\n\nWhich points at a rule worth testing:\n\n> **A wash raised at 22:00 is free. A wash raised at 14:30 costs you seven and a half hours.**\n\nNothing is scheduled between 22:00 and 06:00, so a line that finishes dirty at end of second shift loses nothing overnight — the techs clean it at 06:00 and you're away. The expensive case is a changeover falling due in the 14:00–22:00 dead zone, where the line sits idle through hours you're paying for.\n\nSo the candidate huddle rule is: **on Lines 1 and 2, land family switches either before 14:00 or at 22:00 — never in between.** That's testable, and if it holds it's the most directly actionable thing this exercise produces. Deliberately leaving Line 2 dirty overnight to catch the 06:00 wash slot is, on this logic, correct play rather than sloppiness.\n\n---\n\n## Your Q2 changes shape\n\nYou asked whether it's worth idling a line to wait for a same-family order. Given the calendar, the answer almost certainly isn't a single number of hours — **it's a function of the clock.**\n\nAt 07:00, waiting two hours is cheap: the wash window is wide open, you can still wash at 09:00 if nothing turns up. At 12:30, waiting is nearly free in a different sense — you've already lost the ability to do a big wash today, so there's nothing to trade off. At 10:30, waiting is expensive: an hour's wait closes the 11:00 window and pushes the switch to tomorrow morning.\n\nI'll sweep `W` as time-of-day dependent rather than constant. Expect the output to look like \"before 09:00 wait up to 3h; 09:00–11:00 never wait; after 11:00 wait as long as you like.\"\n\n---\n\n## KPI definition, tightened before your boss sees it\n\nYou liked overnight-dirty hours. Protect it from the obvious attack — someone will point out that a line dirty from 14:30 to 06:00 wasn't scheduled to run for eight of those hours, and if the number includes them it's inflated and the whole model looks sloppy. Three separate figures:\n\n| Metric | Example (wash raised 14:30 Line 2, washed 06:00–09:00) | Status |\n|---|---|---|\n| Clock-dirty hours | 18.5 h | Report, label *not a loss* |\n| Wash hours | 3 h | Largely unavoidable |\n| **Lost production hours** | **7.5 h** | **The number you argue with** |\n\nSplit the last one by cause — *techs off shift* vs *techs busy on another line* — because they have different fixes. The first wants a shift change, the second wants a third tech or better sequencing.\n\n---\n\n## Model updates\n\nAdded: `P_Calendar` with per-resource windows (L1/L2 06:00–22:00, L3 06:00–14:00, techs 06:00–14:00, lab TBC). `T_StartClean_L` now guards on *whole duration fitting inside the tech window* — **A12: a wash is never started unless it can finish, rather than pausing at 14:00 and resuming.** Tell me if the crew would in fact stay late to finish one.\n\nLine 3's entire operating day sits inside the tech window, so its changeovers compete head-on with the morning wash queue for Lines 1 and 2. That's a new contention I hadn't modelled.\n\nLine 3 overtime: don't go counting it. Treat as zero in baseline and use it as a **lever** — \"what is it worth to approve Line 3 overtime twice a week?\" is a better question than \"how often does it happen,\" and it takes work off you.\n\n**New experiment, and possibly the valuable one:** move the tech shift. Both techs 06:00–14:00 (status quo) vs 10:00–18:00 vs 14:00–22:00 vs one on each shift. Note that splitting them means no big washes ever happen, so that arm probably fails badly — but it's worth showing your ops director *why* rather than asserting it. Costs nothing to test and it's the direct answer to the lost-production number you now have a name for.\n\n---\n\n## Standing asks\n\nBlocking: **the rinse question at the top.** Then spreadsheet, rate matrix, ERP pull, and A12.\n\nParked and fine: the three measurements, on your timescale.\n\nStill open: PNML dialect. Nothing's changed there — coloured plus timed if you can get it.\n\nI'll wire the baseline the day the ERP export lands. First report is whether the model reproduces your actual weekly output per line, before it says anything about Tuesdays." + }, + { + "role": "user", + "content": "The rinse question — good, glad you flagged it, because the honest answer is: it depends, and I've never had to think about it this precisely before. Line operators *can* do a quick same-family rinse themselves, that's within their own job, no tech needed. It's the family-switch cleans — anything from 45 minutes up, so white↔tint, specialty in/out, and definitely tint→white — that need one of the two techs, because those involve the actual wash chemicals and a signoff step QA cares about.\n\nSo it's not quite either of your two readings. Rinses are free of the tech constraint. Everything else isn't. That should loosen the afternoon picture somewhat — Lines 1 and 2 can still do same-family pack swaps and rinses after 14:00, they just can't cross families.\n\nGiven that correction — do more than about eight family switches happen in a normal week? Honestly, thinking about it properly for the first time... probably not much more than that, no. Some weeks feel like we're constantly washing, but that might just be the *pain* of it, not the actual count. I'd believe your ceiling.\n\nOn the 11:00 problem and the overnight-wash-is-free logic — this matches something I do already without having named it. I do try to leave Line 2 dirty on a tint at end of second shift if I know tomorrow's first order is a Meridian white, rather than force an evening wash. I've never articulated why, I just know it \"feels right.\" Sounds like you've found the reason.\n\nA12 — would the crew stay late to finish a wash that's mid-way at 14:00? No, not routinely. If a wash is genuinely almost done, maybe ten minutes over, someone might just finish it, but they're not staying an extra hour. Your guard is right: don't start one unless it fits.\n\nLine 3 competing with Lines 1 and 2 for the same tech window in the morning — yeah, that's real, and now that you say it, that probably explains some of the Tuesday scheduling headaches I mentioned right at the start, where Line 3 sits clean but idle. It's not that the crew is slow, it's that Line 3's whole day is crammed into the same four hours the big lines also want their washes done.\n\nI like the tech-shift-move experiment. Ops director will ask why we don't just add a third tech before asking about shift timing, so if the split-shift arm fails as badly as you expect, that's useful ammunition too — shows we looked at cheaper options before asking for headcount.\n\nI'll get you the rinse-vs-tech split confirmed properly on paper (not just my memory) alongside the tick sheet, since they're the same data collection exercise really. ERP export and rate matrix by end of week." + }, + { + "role": "assistant", + "content": "That correction does real work — it moves the constraint off rinses entirely and onto family switches alone. Which sharpens the picture rather than loosening it.\n\n---\n\n## What the day actually looks like now\n\nLatest possible start for each tech-requiring changeover, working back from 14:00:\n\n| Changeover | Duration | Techs | Latest start | Blocks other lines? |\n|---|---|---|---|---|\n| White → tint | 45 min | 1 | **13:15** | No — other tech free |\n| Specialty in/out | 120 min | 2 | **12:00** | Yes |\n| Tint → white | 180 min | 2 | **11:00** | Yes |\n| Same-family rinse | 25 min | operator | any time line runs | No |\n\nSo after **13:15, no line can cross families** until 06:00 the next morning. Lines 1 and 2 run to 22:00 locked to whatever family they were on at lunchtime.\n\n**The morning decides the day.** Whatever Line 2 is set to by 13:15 is what it runs for the next nine hours. That's not a scheduling preference, it's the calendar. It also means your 07:30 huddle is genuinely the decision point — you're not improvising around a continuous decision space, you're setting two or three switches that then lock. Fewer decisions than it feels like, each worth more.\n\n**A new rule falls out of that:** don't commit a morning family switch unless there's enough work in that family to fill through 22:00. Switch Line 2 to white at 09:00 with four hours of white orders behind it and you get four good hours and then a dead line until morning — you've spent a 3-hour wash *and* stranded the evening. Call it the fill-the-shift rule; I'll add it as a policy variant and test it against the baseline.\n\n---\n\n## Capacity or timing? — the question your ops director's answer hangs on\n\nFreeing rinses raises the theoretical ceiling to roughly 10–13 family switches a week. You think actual is around eight.\n\nIf that gap is real, **the techs are not running at capacity, and the binding constraint is the 11:00 window rather than headcount.** A third tech mostly buys you parallel capacity you aren't using. Moving the shift buys you window.\n\nThat's a hypothesis, not a finding — it could equally be that the mix is big-wash-heavy and eight *is* the ceiling in practice. But it's exactly what the tick sheet will settle, and it's the difference between \"we need another head\" and \"we need the existing heads at different hours.\" Worth knowing which before the conversation, not during.\n\n**And a mechanism for your Tuesday complaint:** a tint→white starting at 06:00 consumes both techs until 09:00. Line 3 runs 06:00–14:00 — so it cannot cross families for the first three of its eight hours, and it's clean, staffed, and idle while it waits. That's testable against the sheet and would explain the pattern without anyone being slow at anything.\n\n---\n\n## One fix to the measurement design\n\nThe tick sheet as I specified it goes to the techs — so it will capture only tech-performed changeovers. Two things get missed:\n\n1. **Rinses**, including `D`. If dark→light tint is an operator job, it never appears, and that's the number I most need.\n2. **Shadow practice** — operators handling family switches informally when no tech is free. If that happens even occasionally, my hard guard is wrong and the model will under-predict your throughput.\n\n**Log at the line, not at the crew.** Every changeover, every line: type, start, end, and *who did it*. Same effort, catches everything, and the \"who\" column answers the rinse-vs-tech split on paper as a by-product of the same exercise.\n\n`D` is now a two-dimensional unknown — duration *and* resource class. A 60-minute operator rinse costs line time only. A 60-minute tech job with a QA signoff costs window in the morning and is impossible after 13:15. Very different consequences, so the \"who\" column matters as much as the stopwatch.\n\n---\n\n## Model updates\n\n- **`T_Clean_L` splits in two.** `T_Rinse_L`: guarded on line calendar only, no tech token, 25 min. `T_Wash_L`: guarded on tech calendar *and* tech tokens *and* whole-duration-fits (A12), with a 15-minute grace parameter for your almost-done case.\n- **New reported metric: family-lock hours** — time per line per day during which no family switch is possible. Pairs with lost-production hours and shows *why* they occurred.\n- **Wait-rule `W` is now morning-only.** After 13:15 the choice \"wait or wash\" doesn't exist; it's \"run same-family or stop.\" Q2 collapses to a question about the 06:00–13:15 window, which makes the sweep smaller and the answer easier to state at a huddle.\n- **Policy variants to race:** baseline (you) / fill-the-shift rule / time-of-day wait-rule / tech shift 06:00–14:00 vs 10:00–18:00 vs split / Line 3 overtime as a purchasable lever.\n\n**Assumptions register delta:** A3 retired and replaced — changeovers ≥45 min require a tech, rinses don't (your answer, to be confirmed on paper). A12 confirmed with grace parameter. A2 (`D`) upgraded from unknown-duration to unknown-duration-and-resource. New A13: operators are always available during line hours, so rinses never queue.\n\n---\n\n## Where this stands\n\nI think the interview is done. I have the process, the equipment, the calendar, the changeover structure, the priority tiers, and your sequencing logic. What's outstanding is data, not understanding.\n\n**Coming from you:** spreadsheet, rate matrix, ERP export (end of week). Then the three measurements plus the \"who did it\" column, on the crew's timescale.\n\n**From me, on ERP arrival:** baseline wired and the reproduction check — actual weekly output per line, and roughly eight family switches a week. If it can't hit those, that's the finding and I fix the model before it says anything about Tuesdays.\n\n**On the dialect:** if I haven't heard by the time the export lands, I'll ship coloured-plus-timed as primary and a reduced plain place/transition fallback for the fill-and-changeover subnet only. The fallback loses `SHADE` and makes the VW-02 guard ugly, but it'll run. Better than stalling further on a question your modelling person can answer in ten seconds whenever they surface.\n\nOne thing worth banking now, before any of the data lands: *the morning decides the day, and after 13:15 every line is locked to its family.* That's true regardless of what the numbers say, it came out of your own shift pattern, and it's a defensible thing to say at a huddle tomorrow." + }, + { + "role": "user", + "content": "This is a lot to take in but it tracks with what I actually do without having said it out loud — the 07:30 huddle *is* the decision, not a running commentary on one. That \"morning decides the day\" line, I'll use that at the huddle tomorrow, honestly, it's a cleaner way of saying something I've been saying badly for years.\n\nThe fill-the-shift rule rings true too — I've absolutely done the thing where I switch a line for four hours of work and regretted it by evening, I just never called it a rule, I called it \"having a bad day.\"\n\nOn the tick sheet fix — good, yes, log at the line not the crew, that's obviously right once you say it, and it's barely more work for whoever's writing it down. I'll set that up instead of the version I described before. And you're right that I don't actually know if operators ever do a family switch informally when a tech's tied up elsewhere — I want to say no, that's not allowed, but \"not allowed\" and \"never happens\" aren't the same thing on a busy Tuesday. Worth watching for on the sheet rather than me asserting an answer.\n\nI don't have anything to correct on the capacity-vs-timing question — that's exactly the kind of thing I wanted this whole exercise for, and I'm glad it's sitting on \"let's measure it\" rather than either of us guessing.\n\nNothing else outstanding from my side. I'll get the spreadsheet, rate matrix and ERP export moving today, and chase the tooling person on the coloured-vs-plain question this afternoon so you're not stuck guessing on the dialect too. I'll ping you the moment the export's ready." + }, + { + "role": "assistant", + "content": "Good. Two small things to hand over, then I'll get out of your way.\n\n**The tick sheet, in one line, so you can set it up today.** One row per changeover, any changeover, all three lines:\n\n> date | line | from-SKU | to-SKU | start | end | done by (operator / tech) | units scrapped at start of run\n\nEight columns, and the last one folds your ramp-scrap eyeball into the same exercise rather than a separate one. If the crew will only reliably fill in six, drop `units scrapped` and `from-SKU` — I can reconstruct the from-SKU from the run log.\n\n**One caution on how you frame it to the crew.** The \"done by\" column only tells you the truth if nobody thinks it's a compliance check. If it reads as *are operators doing washes they shouldn't*, you'll get a clean sheet that says exactly what policy says, and the most interesting thing in the dataset will vanish. Frame it as working out which changeovers genuinely need a tech, because that's true — it's the capacity-vs-timing question, and it's the case for either a shift change or a third head.\n\n**For tomorrow's huddle, what's safe to say and what isn't.**\n\nSafe — it comes straight from your own shift pattern, not from my model: after 13:15 no line can cross families, so the morning decides the day; and a wash raised at 22:00 costs nothing while one raised at 14:30 costs the evening.\n\nHold back — the eight-switches-a-week ceiling, the capacity-vs-timing hypothesis, and anything about Line 3's idle mornings. Those are my arithmetic on your recollections. They're likely right, which is why they're worth measuring, but if you put a number in front of your ops director and the tick sheet contradicts it in a fortnight, you'll spend more credibility recovering than you gained.\n\n**When the export lands** I'll wire the baseline and run the reproduction check first — weekly output per line, and the switch count. If it misses, that's the interesting result and I'll come back with what the model thinks is happening versus what your ERP says happened. That's normal, not a setback; the gap is usually where an assumption is wrong, and we have eleven of those on the register waiting to be caught.\n\nPing me when it's ready. If the dialect answer arrives first, even better — send it on its own and I'll start the net while I wait for the data." + }, + { + "role": "user", + "content": "Good, that's an easy sheet to hand over — eight columns, or six if they push back, either works.\n\nThe framing caution is well taken. I'll pitch it to the crew as figuring out which cleans genuinely need two of them versus one, not as anyone checking up on them. That's honest and it'll get better data than the compliance version.\n\nAnd thanks for the huddle guardrail — I was actually about to walk in tomorrow and say \"we can only do eight family switches a week\" like it was fact. Good thing you flagged it. I'll stick to the two safe lines and leave the rest alone until the sheet earns it.\n\nI'll get the tick sheet out today, chase the spreadsheet and ERP export, and ping you the moment the export's ready — or sooner if the dialect answer comes back first. Thanks for this, it's been more useful than I expected going in." + }, + { + "role": "assistant", + "content": "Glad it landed. That near-miss on the eight-switches line is worth remembering as a general habit rather than a one-off: the model will keep producing numbers that feel solid because they're internally consistent, and the ones derived from recollection will look identical to the ones derived from data. The assumptions register exists so you can tell them apart — read it before you quote anything from me.\n\nOne thing not worth waiting a fortnight for: if the tick sheet shows an operator doing a family switch in week one, send it straight over. That single row would retire a hard guard in the model and change what the baseline predicts, so I'd rather rework early than build two weeks on it.\n\nOtherwise — dialect when you have it, export when it's ready, and I'll come back with the reproduction check rather than answers. Good luck at the huddle." + }, + { + "role": "user", + "content": "Understood — I'll read the register before I say anything out loud with a number attached, that's a fair rule and I'll try to actually stick to it, not just agree to it now and forget by Thursday.\n\nAnd noted on the operator-switch row — I won't sit on that if it shows up, I'll flag it the same day, not batch it in with the rest of the sheet at the two-week mark.\n\nTalk soon." + }, + { + "role": "assistant", + "content": "Sounds good. Nothing further needed from you until the export lands.\n\nOne practical note on the register habit, since sticking to it is harder than agreeing to it: I'll keep the register as page one of whatever I send, with the unvalidated rows flagged in place rather than in a separate appendix. That way it's in front of you rather than something you have to remember to go and look up. If a number ever shows up in my output without a traceable basis, treat that as my error and push back on it.\n\nTalk soon — and good luck tomorrow." + }, + { + "role": "user", + "content": "Appreciated — page one, in place, is a much better bet than relying on my memory. That's on you to maintain and me to actually read, and I'll do my part.\n\nTalk soon.\n\n(Sorry — I've just seen the time, I have the floor huddle in ten minutes. How much more do you need?)" + }, + { + "role": "assistant", + "content": "Nothing. You're done — go.\n\nEverything outstanding is on your side and on your timescale: tick sheet out today, spreadsheet/rate matrix/ERP when they're ready, dialect answer whenever your tooling person surfaces. No further questions from me.\n\nFor the next ten minutes, the two safe lines:\n\n- After 13:15 no line can cross families — the morning decides the day.\n- A wash raised at 22:00 is free; one raised at 14:30 costs the evening.\n\nBoth come from your own shift pattern. Nothing else from me is huddle-ready yet.\n\nGood luck." + }, + { + "role": "user", + "content": "Thanks — heading in now." + }, + { + "role": "assistant", + "content": "Go well." + }, + { + "role": "user", + "content": "*heads to the huddle*" + }, + { + "role": "assistant", + "content": "Nothing more from me — I'll pick this up when the export lands." + }, + { + "role": "user", + "content": "Sounds good — talk then." + }, + { + "role": "assistant", + "content": "Talk then. Good luck with the rest of the day." + }, + { + "role": "user", + "content": "Thanks — same to you. I'll be in touch once the export's ready." + }, + { + "role": "assistant", + "content": "Speak then." + }, + { + "role": "user", + "content": "Speak then." + }, + { + "role": "assistant", + "content": "👍" + }, + { + "role": "user", + "content": "👍" + }, + { + "role": "assistant", + "content": "—" + }, + { + "role": "user", + "content": "*nods and heads off to the huddle*" + }, + { + "role": "assistant", + "content": "*(Nothing further needed — the thread's parked until the export lands.)*" + }, + { + "role": "user", + "content": "Understood — parked. I'll reach out once it's ready." + }, + { + "role": "assistant", + "content": "Perfect. Talk then." + }, + { + "role": "user", + "content": "Talk then." + }, + { + "role": "assistant", + "content": "*[No further response needed — conversation complete.]*" + }, + { + "role": "user", + "content": "*[Ends here.]*" + }, + { + "role": "assistant", + "content": "Closed. See you when the export lands." + }, + { + "role": "user", + "content": "See you then." + }, + { + "role": "assistant", + "content": "👋" + }, + { + "role": "user", + "content": "I really do have to stop here. Please produce the model now with everything you have." + }, + { + "role": "assistant", + "content": "# Coatings Plant Scheduling Model — v1.0\n\n**Delivered:** first cut, built on interview only. No plant data has been loaded yet.\n\n**Status:** structurally complete, numerically unvalidated. Read page one before quoting any number from this model to anyone.\n\n---\n\n# PAGE ONE — ASSUMPTIONS REGISTER\n\n## A. Confirmed by you in interview\n\n| # | Statement |\n|---|---|\n| C1 | Four stages: mix → mill → tint/letdown → fill & pack. Same order for all products. |\n| C2 | 3 filling lines, 14 SKUs, 3 families (base whites, tinted colours, specialty clears). |\n| C3 | Lines 1 & 2 run 06:00–22:00. Line 3 runs 06:00–14:00. |\n| C4 | Changeover techs: 2 people, 06:00–14:00 only, shared across all three lines. |\n| C5 | Rinses (same-family, ~25 min) are done by line operators — **no tech required**. |\n| C6 | Family switches (≥45 min, wash chemicals + QA signoff) **require a tech**. |\n| C7 | Tint→white = ~180 min, 2 techs. White→tint = ~45 min. Specialty in/out = ~120 min, either direction. |\n| C8 | A wash is not started unless it can finish before 14:00 (≤15 min overrun tolerated). |\n| C9 | QA hold is **after** fill, 4 h typical / ~24 h specialty, 2 lab staff. Delays shipment only; does not block upstream. |\n| C10 | Meridian white orders always run on Line 2. |\n| C11 | Specialty runs Line 1 only in current practice (Line 3 not qualified). |\n| C12 | VW-02 must not follow a dark tint, wash or no wash. |\n| C13 | Priority: Meridian never late > distributors (±2 days) > small accounts (±7 days). Then changeover hours, then utilisation. |\n| C14 | Line 3 overtime requires ops director signoff; rare. |\n| C15 | One mill per line, not shared *(you flagged you'd double-check)*. |\n\n## B. UNVALIDATED — my assumptions, not your statements\n\n**Every row below will produce confident-looking output. None of it is evidence.**\n\n| # | Assumption | Basis | How it gets retired |\n|---|---|---|---|\n| **A2** | `D` = dark-tint→light-tint changeover is **60 min, resource class unknown** | Pure guess. You retracted your \"rinse\" answer. | Tick sheet: duration + \"done by\" column |\n| **A5** | Ramp scrap: 0 same-family; parameterised for family switches; largest tint→white | Invented. Swept, not asserted. | Floor-lead eyeball, next tint→white and next rinse |\n| **A6** | Line 2 MTBF ≈ 10 days, repair 0.5–4 h (triangular) | Your \"every week or two, half hour to half a shift\" | Maintenance log |\n| **A7** | Line 1 mill motor modelled as a **named scenario**, not a random failure | Too rare to sample in a 6-week run — you'd get noise, not signal | n/a — design choice, but say so out loud |\n| **A8** | Line 3 breakdowns = zero | Your answer. \"New\" ≠ \"reliable\" at 18 months. | Revisit in 6 months |\n| **A9** | Batch→fill run is 1:1; multi-pack-size splits ignored in v1 | Your \"minority case\" | ERP export will show actual frequency |\n| **A10** | Lab is day-shift, FIFO, no priority for Meridian | **Never asked you. Straight guess.** | One question to QA |\n| **A13** | Operators always available during line hours, so rinses never queue | Convenience assumption | Tick sheet |\n| **A14** | Rate matrix values | **Placeholders. Not real numbers.** | Your rate matrix |\n| **A15** | Tank capacities K₁, K₂, K₃ | **Placeholders.** K₁ is the disputed one. | Engineering spec sheet + stopwatch |\n| **A16** | Which two tint SKUs Line 3 is not qualified for (assumed the two deepest reds) | Your recollection, unconfirmed | Qualification list |\n| **A17** | Order arrival pattern and Meridian's share (assumed ⅓ of white volume) | Your estimate | ERP export |\n| **A18** | Washdown durations identical on all three lines | Your answer, plausible, untested | Tick sheet |\n| **A19** | Operators never perform family switches informally | Policy, not observation. **You said \"not allowed and never happens aren't the same thing.\"** | Tick sheet \"done by\" column |\n\n**A19 is the one to watch.** A single contrary row retires a hard guard and changes what the baseline predicts. Send it the same day it appears.\n\n## C. What this model cannot do\n\n1. **It will not compute an optimal reshuffle.** It races policies you specify. The output is a *reflex* you can defend at the huddle, not a schedule.\n2. **It cannot settle the Line 1 tank argument on current inputs.** Whatever I assume about K₁ and Line 1's rate, the model will reproduce faithfully and appear to prove someone right. Run the inversion (§7.3) only after the stopwatch measurement, and do not take it into a room with engineering before then.\n3. **It has no first-pass-yield data.** Scrap is a swept parameter presented as thresholds, never as a point estimate.\n\n---\n\n# 1. Scope and resolution\n\n| Area | Detail level | Why |\n|---|---|---|\n| Fill & pack, all 3 lines | **Full** | Your bottleneck |\n| Changeover crew and calendar | **Full** | Your sore spot; the real constraint |\n| Mix / mill / tint | Single timed transition per line feeding a holding tank | You care less; tank capacity kept explicit for the Flag 2 inversion |\n| QA hold | Capacity-2 queue, post-fill | Affects OTIF only |\n| Raw materials | Assumed always available | Never raised as a driver |\n\n**Time base:** minutes. **Run length:** 6 weeks + 1 week warm-up. **Replications:** 30 per policy arm (breakdowns are stochastic; single runs will mislead you).\n\n---\n\n# 2. Colour sets\n\n| Set | Values |\n|---|---|\n| `FAMILY` | `WHITE` \\| `TINT` \\| `SPECIALTY` |\n| `SHADE` | `0`(white) \\| `1..5` light→dark (tints) \\| `X`(specialty) |\n| `TIER` | `MERIDIAN` \\| `DISTRIBUTOR` \\| `SMALL` |\n| `SKU` | 14 values; each carries `(family, shade, qualifiedLines[])` |\n| `ORDER` | `⟨id, sku, qty, tier, dueTime, releaseTime⟩` |\n| `LINESTATE` | `⟨lineId, lastSKU, lastFamily, lastShade, up:bool⟩` |\n| `BATCH` | `⟨sku, qty⟩` |\n| `LOT` | `⟨orderId, sku, qty, tier, dueTime, fillEndTime⟩` |\n\n---\n\n# 3. Places\n\n### 3.1 Shared\n\n| Place | Type | Init | Meaning |\n|---|---|---|---|\n| `P_Demand` | ORDER | from ERP | Order arrival stream |\n| `P_Ready` | ORDER | ∅ | Released, awaiting line assignment |\n| `P_Techs` | unit | 2 | Techs **on shift and free** |\n| `P_TechsOff` | unit | 0 | Techs off shift |\n| `P_TechShiftOpen` | unit | 0 | Marked 06:00–14:00 |\n| `P_LineOpen_1`, `_2` | unit | 0 | Marked 06:00–22:00 |\n| `P_LineOpen_3` | unit | 0 | Marked 06:00–14:00 (+OT lever) |\n| `P_Lab` | unit | 2 | Free lab capacity |\n| `P_LabOpen` | unit | 0 | Marked during lab hours (A10) |\n| `P_QAQueue` | LOT | ∅ | Awaiting QA |\n| `P_Shipped` | LOT | ∅ | Completed |\n| `P_Clock` | int | 1 | Calendar cycle token |\n\n### 3.2 Per line L ∈ {1,2,3}\n\n| Place | Type | Init | Meaning |\n|---|---|---|---|\n| `P_UpIdle_L` | unit | 1 | Upstream (mix/mill/tint) free |\n| `P_UpBusy_L` | BATCH | ∅ | Upstream in progress |\n| `P_Tank_L` | BATCH | ∅ | Holding tank contents |\n| `P_TankFree_L` | unit | K_L | Remaining tank slots (complementary place) |\n| `P_LineIdle_L` | LINESTATE | 1 | Line free, carrying its last-run identity |\n| `P_LineFilling_L` | ORDER×LINESTATE | ∅ | Fill in progress |\n| `P_ChangeoverDue_L` | ⟨from,to⟩ | ∅ | Changeover raised, not started |\n| `P_Rinsing_L` | ⟨from,to⟩ | ∅ | Operator rinse in progress |\n| `P_Washing_L` | ⟨from,to⟩ | ∅ | Tech wash in progress |\n| `P_Down_L` | unit | 0 | Line failed |\n\n---\n\n# 4. Transitions\n\n## 4.1 Calendar subnet (drives everything)\n\n| Transition | Fires at | Effect |\n|---|---|---|\n| `T_TechShiftStart` | 06:00 daily | `P_TechsOff` → `P_Techs`; mark `P_TechShiftOpen` |\n| `T_TechShiftEnd` | 14:00 daily | Unmark `P_TechShiftOpen`; return free techs to `P_TechsOff` |\n| `T_Line12Open` / `T_Line12Close` | 06:00 / 22:00 | Mark/unmark `P_LineOpen_1`, `P_LineOpen_2` |\n| `T_Line3Open` / `T_Line3Close` | 06:00 / 14:00 (22:00 if OT) | Mark/unmark `P_LineOpen_3` |\n| `T_LabOpen` / `T_LabClose` | per A10 | Mark/unmark `P_LabOpen` |\n\n*Weekends: all calendar transitions gated off unless the weekend-working lever is set.*\n\n## 4.2 Production\n\n| Transition | Delay | Guard |\n|---|---|---|\n| `T_UpStart_L` | — | `P_UpIdle_L` marked ∧ `P_TankFree_L` ≥ 1 ∧ a job is assigned to L |\n| `T_UpEnd_L` | `upstream_time[family]` (specialty longest) | — |\n| `T_Assign_L` | — | **Policy layer, §5** |\n| `T_StartFill_L` | — | `P_LineOpen_L` ∧ ¬`P_Down_L` ∧ batch present in `P_Tank_L` ∧ `lastSKU` prep matches job (no changeover outstanding) ∧ `sku ∈ qualified(L)` |\n| `T_EndFill_L` | `qty / rate[sku][L]` | — |\n| **`T_Interrupt_L`** | — | Fires at line close if fill incomplete; fill **pauses**, resumes at next open *(assumption: fills are interruptible at shift end — flag if wrong)* |\n\n## 4.3 Changeover — the detailed part\n\n| Transition | Delay | Resource | Guard |\n|---|---|---|---|\n| `T_RaiseChangeover_L` | — | — | Next job's prep ≠ line's current prep. **Deferred by wait-rule W, §5.2** |\n| `T_StartRinse_L` | — | none | `class(from,to) = OPERATOR` ∧ `P_LineOpen_L` |\n| `T_EndRinse_L` | 25 min | — | — |\n| `T_StartWash_L` | — | **n(from,to) tech tokens** | `P_TechShiftOpen` ∧ `P_Techs ≥ n` ∧ **`now + dur ≤ 14:00 + grace(15 min)`** (C8) ∧ **VW-02 guard (C12)** |\n| `T_EndWash_L` | `dur(from,to)` | releases techs | — |\n\n### Changeover matrix\n\nDuration in minutes / resource class / techs required.\n\n| From ↓ To → | WHITE | TINT light (1–2) | TINT dark (3–5) | SPECIALTY |\n|---|---|---|---|---|\n| **WHITE** | 25 / op | 45 / tech ×1 | 45 / tech ×1 | 120 / tech ×2 |\n| **TINT light** | **180 / tech ×2** | 25 / op | 25 / op | 120 / tech ×2 |\n| **TINT dark** | **180 / tech ×2** | **`D` = 60 / class ? — A2** | 25 / op | 120 / tech ×2 |\n| **SPECIALTY** | 120 / tech ×2 | 120 / tech ×2 | 120 / tech ×2 | 25 / op |\n\n**Hard guard, not a duration:** `to_sku = VW-02 ∧ from_shade ≥ 4` → transition disabled. No wash clears it.\n\n### Latest feasible start (derived from C4 + C8)\n\n| Changeover | Duration | Latest start |\n|---|---|---|\n| White → tint | 45 | **13:15** |\n| Specialty in/out | 120 | **12:00** |\n| Tint → white | 180 | **11:00** |\n| Rinse (operator) | 25 | any time the line is open |\n\n**Consequence, hard-coded by the calendar:** after 13:15, no line can cross families until 06:00 next day. Lines 1 and 2 run to 22:00 locked to whatever family they held at lunchtime.\n\n## 4.4 Failure and QA\n\n| Transition | Delay | Notes |\n|---|---|---|\n| `T_Fail_L` | `Exp(MTBF_L)` | A6/A8. Line 1 mill motor is a **scenario injection**, not sampled (A7) |\n| `T_Repair_L` | `Tri(min,mode,max)` | Fill resumes where interrupted |\n| `T_QAStart` | — | `P_Lab ≥ 1` ∧ `P_LabOpen` |\n| `T_QAEnd` | 240 min; 1440 specialty | — |\n| `T_Ship` | — | `lateness = max(0, now − dueTime)` recorded by tier |\n\n---\n\n# 5. Policy layer\n\nThis is what you tune. Everything above is plant physics; everything here is a decision.\n\n## 5.1 Baseline — reproduces you\n\n```\n1. Meridian white orders → Line 2 (C10, absolute)\n2. Specialty orders → Line 1 (C11, currently the only qualified line)\n3. Otherwise: prefer the line whose lastFamily == order.family\n tie-break: earliest available\n4. Within line: sort by TIER (Meridian, Distributor, Small), then dueTime\n5. Overnight-strand rule: do not start a job that ends after the\n tech window if it leaves the line needing a wash\n6. VW-02 guard (C12)\n```\n\n## 5.2 Variants to race against it\n\n| Variant | Description | Answers |\n|---|---|---|\n| **Wait-rule `W(t)`** | Hold line idle up to `W` hours for a same-family order rather than raise a wash. **Time-of-day dependent** — after 13:15 the choice doesn't exist, so sweep only 06:00–13:15. | **Q2** |\n| **Fill-the-shift** | Do not commit a morning family switch unless there is enough work in that family to run through line close | Q2/Q3 |\n| **Breakdown reflex A/B/C** | A: push all to remaining lines. B: hold the tint block, pull whites forward. C: split across 1 & 3, absorb the specialty changeover. | **Q1** |\n| **Tech shift position** | 06:00–14:00 (status quo) / 10:00–18:00 / 14:00–22:00 / one tech per shift | Q3 + headcount case |\n| **Third tech** | Add one head to the existing window | Q3 |\n| **Line 3 OT** | Purchasable lever, 0–5 days/week | Q1 |\n| **Meridian-priority QA** | Non-FIFO lab queue | Free OTIF experiment |\n\n**Note on the split-shift arm:** with one tech per shift, no ≥120-min wash can ever run (they need two). I expect that arm to fail badly. Run it anyway — showing your ops director *why* a cheap option fails is worth more than asserting it, and it demonstrates you looked at rota changes before asking for headcount.\n\n---\n\n# 6. KPIs\n\n## 6.1 Service (primary)\n\n| Metric | Definition |\n|---|---|\n| **Meridian late count** | Any lot shipped after `dueTime`. Target zero (C13) |\n| Distributor late | Shipped > 48 h after due |\n| Small-account late | Shipped > 168 h after due |\n| Meridian lateness hours | Total, for severity |\n\n## 6.2 Changeover — reported as three separate numbers\n\n**Do not merge these.** A single \"dirty hours\" figure will be attacked as inflated the first time someone notices it counts unscheduled hours.\n\n| Metric | Definition | Framing |\n|---|---|---|\n| Clock-dirty hours | Wall-clock from changeover raised to complete | Report, label **not a loss** |\n| Wash hours | Actual cleaning time | Largely unavoidable |\n| **Lost production hours** | Dirty time that overlapped **scheduled line hours** | **The number to argue with** |\n| — split by cause | `techs_off_shift` vs `techs_busy_elsewhere` | Different fixes: rota vs headcount |\n| **Family-lock hours** | Per line per day, time during which no family switch is possible | Explains *why* the losses occurred |\n| Family switches per week | Plant-wide count | Validation target |\n\n*Worked example — wash raised 14:30 on Line 2, executed 06:00–09:00:*\nclock-dirty 18.5 h · wash 3 h · **lost production 7.5 h** (cause: techs off shift).\n\n## 6.3 Secondary\n\nRamp scrap units (by changeover type) · per-line utilisation · **tank-blocked hours** (Flag 2) · tech utilisation % of the 16 tech-hours/day · QA queue length, Fri/Mon split.\n\n---\n\n# 7. How to use it\n\n## 7.1 Run this first — the reproduction check\n\nBefore any experiment, before anything goes to your ops director:\n\n| Check | Target | If it misses |\n|---|---|---|\n| Weekly output per line | Within ±10% of ERP actuals | Rate matrix or tank capacity wrong |\n| Family switches/week | Your estimate: ~8 | Changeover matrix or policy wrong |\n| Late-order pattern by tier | Matches history | Priority logic wrong |\n| Line 3 idle mornings | Should appear spontaneously | Tech contention modelled wrong |\n\n**If it misses, that is the finding.** The gap points at a register row and we fix the model before it says anything about Tuesdays.\n\n## 7.2 Then, in order\n\n1. **Q3 — where do changeover hours go.** Baseline only. Decompose lost production hours by cause and by line. Cheapest result, no new policy needed.\n2. **Q2 — the wait-vs-wash question.** Sweep `W(t)`. Expected output shape: *\"before 09:00 wait up to N hours; 09:00–11:00 never wait; after 11:00 wait as long as you like.\"*\n3. **Q1 — the breakdown reflex.** Inject Line 2 failure at 06:00 Tue, Line 1 mill motor at 06:00 Mon (4 days). Race reflexes A/B/C over 30 reps. Output is a rule, not a schedule.\n4. **Rota and headcount.** Only after the tick sheet lands.\n\n## 7.3 The Line 1 tank inversion — after the stopwatch, not before\n\nFix Line 1's fill rate to the measured value. Sweep K₁ downward. Find the largest K₁ that reproduces observed blocking.\n\n- If that K₁ is **below** the spec-sheet volume → the tank is not the constraint; the rate is.\n- If it is **at or above** → your instinct holds.\n\nWithout the measured rate, both parameters are free and the inversion identifies neither. It will still produce a confident-looking answer. Do not use it.\n\n---\n\n# 8. Parameter file\n\nEverything below is data, not structure. Hand this to whoever fills it in; the net does not change.\n\n```csv\n# === lines.csv ===\nline_id,open_time,close_time,ot_available,mtbf_hours,repair_min,repair_mode,repair_max,tank_capacity_K\n1,06:00,22:00,no,PLACEHOLDER,PLACEHOLDER,PLACEHOLDER,PLACEHOLDER,K1_PLACEHOLDER\n2,06:00,22:00,no,240,30,90,240,K2_PLACEHOLDER\n3,06:00,14:00,yes_signoff,99999,0,0,0,K3_PLACEHOLDER\n\n# === skus.csv ===\nsku_id,family,shade,qual_L1,qual_L2,qual_L3\nVW-01,WHITE,0,1,1,1\nVW-02,WHITE,0,1,1,1 # C12 guard applies\nT-01..T-09,TINT,1..5,1,1,mostly-1 # two deep reds = 0 on L3 (A16)\nS-01..S-03,SPECIALTY,X,1,0,0 # C11: L1 only in practice\n\n# === rates.csv === units/hr, PLACEHOLDER = A14\nsku_id,rate_L1,rate_L2,rate_L3\n\n# === changeover.csv ===\nfrom_family,from_shade,to_family,to_shade,minutes,resource,techs\nWHITE,*,WHITE,*,25,OPERATOR,0\nWHITE,*,TINT,*,45,TECH,1\nWHITE,*,SPECIALTY,*,120,TECH,2\nTINT,*,WHITE,*,180,TECH,2\nTINT,1-2,TINT,*,25,OPERATOR,0\nTINT,3-5,TINT,3-5,25,OPERATOR,0\nTINT,3-5,TINT,1-2,60,UNKNOWN,? # A2 — sweep 25..180, both resource classes\nTINT,*,SPECIALTY,*,120,TECH,2\nSPECIALTY,*,*,*,120,TECH,2\nSPECIALTY,*,SPECIALTY,*,25,OPERATOR,0\n\n# === ramp_scrap.csv === A5 — swept, not asserted\nchangeover_type,scrap_units\nsame_family,0\nwhite_to_tint,SWEEP_0_200\nspecialty_switch,SWEEP_0_200\ntint_to_white,SWEEP_0_400\n\n# === resources.csv ===\nresource,count,open,close\ntech,2,06:00,14:00\nlab,2,PLACEHOLDER,PLACEHOLDER # A10\n\n# === tiers.csv ===\ntier,tolerance_hours\nMERIDIAN,0\nDISTRIBUTOR,48\nSMALL,168\n```\n\n---\n\n# 9. PNML\n\n**Dialect note.** Your tooling question never came back, so this is built to load anywhere: the graph structure is plain P/T-net so any PNML reader will open it, and all colour, guard, timing and resource information is carried in `` blocks and inscriptions. If your tool is coloured + timed, map the annotations onto the colour sets in §2 — that is a mechanical translation, roughly an hour's work. If it is plain P/T, the net runs as-is with `SHADE` folded out; you lose the `D` question and the VW-02 guard has to become a separate forbidden-pair place per SKU.\n\n**Coverage.** Shared resources, the calendar subnet, and **Line 1 in full**. Lines 2 and 3 are structurally identical: duplicate the `_L1` block, change the id suffix, and substitute from `lines.csv`. I've done it this way so the file stays readable — a 3× copy is ten minutes of work and impossible to get wrong, whereas a 900-line file nobody reads is a different kind of risk.\n\n```xml\n\n\n \n Coatings Plant Scheduling Model v1.0\n \n minutes\n 60480\n 10080\n 30\n Colour sets, guards and policy layer defined in accompanying\n spec sections 2-5. Parameter values in parameter file section 8.\n UNVALIDATED assumptions listed on page one.\n \n \n\n \n \n Calendar cycle\n 1\n \n \n \n Tech shift open 06:00-14:00\n 0\n \n \n \n Line 1 open 06:00-22:00\n 0\n \n \n \n Line 2 open 06:00-22:00\n 0\n \n \n \n Line 3 open 06:00-14:00 (OT lever)\n 0\n \n \n \n Lab open (A10 UNVALIDATED)\n 0\n \n \n\n \n 06:00 daily open\n \n daily 06:00, weekdays\n mark P_TechShiftOpen, P_LineOpen_L1/2/3, P_LabOpen;\n move 2 tokens P_TechsOff -> P_Techs\n \n \n \n \n 14:00 tech shift end\n \n daily 14:00\n unmark P_TechShiftOpen; free techs -> P_TechsOff\n \n \n \n \n 14:00 Line 3 close\n \n daily 14:00 unless OT lever set\n \n \n \n \n 22:00 Lines 1-2 close\n \n daily 22:00\n \n \n \n\n \n \n \n \n \n \n \n \n \n \n \n\n \n \n Techs on shift and free\n 2\n \n count = 2 (baseline) | 3 (third-tech arm)\n \n \n \n \n Techs off shift\n 0\n \n \n \n Lab capacity\n 2\n \n \n \n Order arrivals (ERP stream)\n 0\n \n ORDER = id,sku,qty,tier,dueTime\n ERP export, 4-6 weeks. A17 until loaded.\n \n \n \n \n Released, awaiting assignment\n 0\n \n \n\n \n Release order\n \n \n \n \n\n \n \n\n \n L1 upstream idle (mix/mill/tint)\n 1\n \n \n \n L1 upstream in progress\n 0\n \n \n \n L1 holding tank (DISPUTED CAPACITY - A15)\n 0\n \n K1 = PLACEHOLDER\n Flag 2. Do not run the inversion before Line 1 fill rate\n is measured with a non-empty tank.\n \n \n \n \n L1 tank free slots\n K1\n \n \n \n L1 idle, carrying lastSKU/lastFamily/lastShade\n 1\n \n LINESTATE = lineId,lastSKU,lastFamily,lastShade,up\n \n \n \n \n L1 filling\n 0\n \n \n \n L1 changeover raised, not started\n 0\n \n \n \n L1 rinsing (operator, no tech)\n 0\n \n \n \n L1 washing (tech, QA signoff)\n 0\n \n \n \n L1 down\n 0\n \n \n\n \n Assign order to L1\n \n POLICY LAYER - spec section 5.\n Baseline: Meridian white -> L2 only; specialty -> L1;\n else prefer matching lastFamily; sort TIER then dueTime.\n \n \n \n \n L1 start upstream\n \n \n \n L1 end upstream\n \n upstream_time[family]; specialty slowest (thick, slow mill)\n \n \n \n \n L1 start fill\n \n P_LineOpen_L1 marked AND NOT P_Down_L1 AND batch in tank\n AND no changeover outstanding AND sku qualified on L1\n (specialty: L1 only - C11)\n \n \n \n \n L1 end fill\n \n qty / rate[sku][L1] (A14 placeholder)\n emit LOT to P_QAQueue, less ramp_scrap if run followed\n a family switch (A5, swept)\n \n \n \n \n L1 raise changeover\n L1 raise changeover\n \n next job prep != line current prep\n DEFERRED by wait-rule W(t) - spec 5.2.\n Morning only; after 13:15 the choice does not exist.\n \n \n \n \n L1 start rinse (operator)\n \n class(from,to) = OPERATOR AND P_LineOpen_L1 marked\n C5 - no tech token consumed. Available to 22:00.\n \n \n \n \n L1 end rinse\n \n 25\n \n \n \n \n L1 start wash (tech)\n \n class(from,to) = TECH\n AND P_TechShiftOpen marked\n AND P_Techs >= n(from,to)\n AND now + dur(from,to) <= 14:00 + grace(15) [C8]\n AND NOT (to_sku = VW-02 AND from_shade >= 4) [C12]\n n(from,to) tokens from P_Techs\n \n \n \n \n L1 end wash\n \n dur(from,to) per changeover matrix, spec 4.3\n release n techs to P_Techs; set lastFamily/lastShade := to\n \n \n \n \n L1 fail\n \n Exp(MTBF_L1) - A6 PLACEHOLDER\n A7: mill motor 4-day outage is a SCENARIO INJECTION,\n not sampled. Too rare for a 6-week run.\n \n \n \n \n L1 repair\n \n Tri(min,mode,max) - A6\n fill resumes from interruption point\n \n \n \n \n L1 shift-end interrupt\n \n fires at line close if fill incomplete\n ASSUMPTION: fills are interruptible at shift end and resume\n next open. Never confirmed - flag if wrong.\n \n \n \n\n \n \n \n \n \n \n \n \n \n \n \n test arc - not consumed\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n n(from,to) [1 or 2]\n \n \n test arc - not consumed\n \n \n \n \n \n n(from,to)\n \n \n \n \n \n \n \n paused; resumes at next line open\n \n\n \n \n Awaiting QA (post-fill hold)\n 0\n \n C9 - delays shipment only, does not block upstream.\n Watch Fri/Mon queue length: your Friday slip mechanism.\n \n \n \n \n In QA\n 0\n \n \n \n Shipped\n 0\n \n \n\n \n Start QA\n \n P_Lab >= 1 AND P_LabOpen marked\n BASELINE FIFO (A10). Variant: Meridian-priority queue.\n \n \n \n \n End QA\n \n 240 min; 1440 min if family = SPECIALTY\n \n \n \n \n Ship and record lateness\n \n lateness = max(0, now - dueTime); bucket by TIER;\n MERIDIAN tolerance 0, DISTRIBUTOR 2880, SMALL 10080 min\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n```\n\n---\n\n# 10. Building Lines 2 and 3\n\nCopy the Line 1 block; change the `_L1` suffix throughout; substitute from `lines.csv`. The only structural differences:\n\n| | Line 2 | Line 3 |\n|---|---|---|\n| Calendar place | `P_LineOpen_L2`, 06:00–22:00 | `P_LineOpen_L3`, 06:00–**14:00** |\n| Qualification | Specialty SKUs excluded (C11) | Specialty excluded; two deep-red tints excluded (A16) |\n| Assignment guard | **Meridian whites forced here** (C10) | No forced work |\n| Failure | MTBF ≈ 240 h, repair Tri(30,90,240) (A6) | Zero (A8) |\n| OT lever | none | `T_Line3Close` deferred to 22:00 when set |\n\n**One consequence worth checking against the model's own output:** Line 3's entire operating day sits inside the tech window. Its changeovers compete head-on with the morning wash queue for Lines 1 and 2. A tint→white wash starting 06:00 on Line 2 holds both techs to 09:00, during which Line 3 cannot cross families — three of its eight hours, clean and staffed and waiting. If that pattern doesn't emerge spontaneously in the reproduction check, the tech contention is modelled wrong.\n\n---\n\n# 11. What happens next\n\n**Blocking, from you:** spreadsheet, rate matrix, ERP export. Nothing runs until the rate matrix lands — `A14` placeholders make every duration in the model fictional.\n\n**Then, in order:** reproduction check (§7.1) → Q3 decomposition → Q2 sweep → Q1 reflexes. Rota and headcount arms only after the tick sheet.\n\n**Send early, don't batch:** any tick-sheet row showing an operator performing a family switch. That retires A19, changes a hard guard, and I'd rather rework in week one than build a fortnight on it.\n\n**Still unanswered:** the PNML dialect, A10 (lab hours and queue discipline — I never asked and it drives your Friday slips), A15 (tank capacities), whether fills are interruptible at shift end (§4.2), and A16 (which two tints Line 3 can't run).\n\n---\n\n# 12. Two lines that don't depend on any of this\n\nBoth fall out of your own shift pattern — C3, C4, C6, C8 — not from anything I've modelled. They were true before this document existed and stay true whatever the data says:\n\n> **After 13:15, no line can cross families. The morning decides the day.**\n\n> **A wash raised at 22:00 costs nothing. One raised at 14:30 costs the evening.**\n\nEverything else in here — the switches-per-week ceiling, the capacity-versus-timing hypothesis, Line 3's idle mornings, and every number in §8 — is arithmetic on recollection. Hold it back until the sheet earns it." + } + ] +} \ No newline at end of file diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2-model.txt b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2-model.txt new file mode 100644 index 00000000000..3e64e5425e9 --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2-model.txt @@ -0,0 +1,11 @@ +Changeover = 1.0 × changeover_hours +Idle = 0 (invisible on paper; bites only via the clock) + +Meridian late = 200 (step, on missing the truck) + 1.0 × hours_late +Other late = 0 h ≤ 4 + = 0.5 × (h − 4) 4 < h ≤ 24 + = 10 + 4.0 × (h − 24) h > 24 +Whole-week req. = ×2 on the above + +End-of-week = expected changeover hours from each line's Friday state + into Monday's likely first job diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2.md b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2.md new file mode 100644 index 00000000000..131426b79cd --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2.md @@ -0,0 +1,1328 @@ +# Baseline control — condition 2 (v0 prompt) + +- Run started: 2026-08-13T10:25:27.625Z +- Interviewer: claude-opus-5 + v0-prompt.md +- Simulated expert: claude-sonnet-5 + situation-pack.md +- Interviewer turns: 23 (impatience probe at 8, forced wrap at 20) +- Stop reason: delivered-after-forced-wrap +- Tokens: 665855 in / 56415 out across 65 calls + +--- +**Opening message**: + +I'm the master scheduler at a coatings plant. My boss wants a simulation model of how we +schedule production, so we can test scheduling decisions before making them. We have tooling +that runs Petri-net-style process models, so the end product should be a model I can hand to +that — but I can't tell you much about the format, I'm not the modelling person. + +Please interview me about how our operation works, and then produce the model. + +--- + +**Interviewer**: + +Good — a Petri-net-style engine is a fine target for this; I'll build a coloured/timed Petri net (places, transitions, token colours carrying order attributes, timed transitions with distributions) and describe it precisely enough that a modelling person can load it. The format details I'll handle; what I need from you is how the plant actually works. + +Let me start with **why the model exists**, because that determines how deep I dig everywhere else. Four opening questions: + +1. **The decision.** When your boss says "test scheduling decisions before making them" — what decisions specifically? Are we talking about sequencing/campaign order on a line, how much to batch, when to promise a customer a date, how many changeovers to accept per week, staffing, something else? Give me one or two real decisions you've argued about in the last couple of months. + +2. **The questions.** If the model could answer three questions on demand, what would you ask it? (Phrase them the way you'd actually ask.) + +3. **What "better" means.** How is your schedule judged today — formally (a KPI on a board) and informally (what gets you a phone call)? If you had to trade one late order against extra changeover hours, or against inventory, do you have any sense of the exchange rate? + +4. **Scope in time and space.** Does "how we schedule production" mean one line, one building, or the whole plant including raw material and filling/packing? And over what horizon do you schedule — a shift, a week, a month? + +--- + +**Expert (Marta)**: + +Good questions — let me actually think about these instead of giving you the tidy version. + +1. **The decision.** The one my boss keeps poking at is the idle-vs-washdown thing. Two weeks ago I had Line 2 finish a white run at 2pm, next Meridian order not ready to release till the next morning, and the only other thing queued was a small tint job. I sat the line for a couple hours rather than wash it down and then wash it back for the next white. He wants to know if that was the right call or if I just got lucky. The other one is run-size — commercial keeps asking if we can split big orders across two lines to hit dates, and I never know if that's actually faster once you count the extra changeover, or if I'm just moving the pain around. + +2. **Three questions, the way I'd actually ask them:** + - "If Line 1's mill motor takes four days again, what do I move and what slips?" + - "Is it cheaper to hold a line idle for an hour waiting on a same-family order, or just wash down?" + - "Where are my changeover hours actually going, and would reordering this week's runs get me any of them back?" + +3. **"Better."** Formally, ops director looks at on-time-ship percentage on a board, and changeover hours as a line item cost. Informally — the phone call I get is always about Meridian. Nothing else really generates a call, honestly, other accounts just slip and commercial handles it quietly. Exchange rate between late orders and changeover hours — no, I don't have a number, I wish I did. If you pushed me I'd say I'd eat an extra hour of changeover before I'd risk Meridian, but past that it's a gut call, not a formula. + +4. **Scope.** Whole plant, all three lines — they share the changeover crew so you can't really look at one in isolation anyway. Materials I mostly just watch for red flags, I don't actively schedule around them unless something's already short. Horizon is the week — the demand book lands weekly, but I'm re-juggling it basically every day at the huddle, and the mill motor thing showed me plans can blow up inside a single shift. + +--- + +**Interviewer**: + +That's the useful version, thank you — especially the idle-vs-washdown case, because that's a decision the model has to be able to *represent*, not just report on. Let me pin down the objective function a bit harder before we go structural, because your three questions imply things you haven't said yet. + +**On "better":** + +5. **On-time-ship.** Measured against what date — the date commercial promised the customer, or the date the customer asked for? And what's the unit of lateness that counts: a day, a shift, an hour? If an order ships one day late does it count the same as five days late on your board? + +6. **Meridian.** Roughly what share of your volume and of your order count is Meridian? Is *every* Meridian order phone-call-worthy, or is it specific products/sites? And when you say "risk Meridian" — is the risk lateness, or is it something else (quality, a specific short lead time, an audit)? + +7. **Changeover hours as a cost line.** Do you know the number they use — dollars per changeover hour, or per washdown? Even the order of magnitude, and whether it's mostly crew time, mostly solvent/waste disposal, or mostly lost line time. + +8. **Idle.** Does idle line time cost anything on anyone's board, or is it invisible until it turns into a late order? That matters a lot for question two — if idle is free on paper, the model will always prefer idling and you won't learn anything. + +And one on your third question, which is really an accounting question: + +9. **"Where are my changeover hours going"** — do you currently have any record of actual changeover durations, or is it all standard times from a matrix? If there's a matrix, I want it later; if it's in your head, I want that instead, because the head version is usually the true one. + +--- + +**Expert (Marta)**: + +5. **On-time-ship.** It's measured against the promise date — what commercial told the customer, not what the customer originally asked for. Commercial pads a bit already so there's some slack baked in before I even see it. As for unit — honestly the board just tracks "on time or not," it's binary. One day late and five days late both just show up as a red mark in the weekly summary. Which annoys me, because a one-day slip on a small account is nothing and a five-day slip on a big one is a real conversation, but the board doesn't know the difference. + +6. **Meridian.** They're maybe a third of our volume by units — almost all base whites, a couple of tint SKUs too. Order count is smaller than that, they order in bigger batches than most. Not every single Meridian order gets a call — it's specifically anything that's going to miss the ship window, doesn't matter which SKU. The risk is purely lateness — they've got a vendor scorecard and a fine schedule, and if you're late enough often enough they start pulling shelf space. It's not a quality thing for them, it's a contract thing. + +7. Honestly? No, I don't know a dollar figure. I know it's treated as a cost because ops brings it up in the monthly review as hours, not dollars — "we spent 40 changeover-hours this month, that's up from 30." Whether that's mostly crew wages or the fact the line's not running during that time, I couldn't tell you. My guess, and it's just a guess, is it's mostly the lost line time that matters to them, because the crew's paid either way, they're just idle or elsewhere. + +8. That's a good question and I don't think anyone's ever asked me it straight. I genuinely think idle is invisible on paper — nobody's tracking "line 2 sat for 90 minutes" as a number anywhere, it just quietly turns into either nothing (if I got away with it) or a late order (if I didn't). So yeah — if your model has a free lunch where idling costs nothing, it'll idle constantly and that won't match what actually happens, because eventually idling costs you the due date. + +9. It's a matrix, sort of — there's an old spreadsheet, family-to-family changeover standard times, that's what I use when I build the sheet. But it's a standard time, not an actual — nobody logs what a changeover really took unless it went badly wrong and someone complained. So the matrix is the "should take" number, and my gut adjustment on top of it is the "actually takes," and the gut part is not written down anywhere. + +--- + +**Interviewer**: + +Right. Let me co-construct the scoring, because you've given me the ingredients and I don't want to invent the weights silently. + +Here's my proposal, tell me where it's wrong: + +- **Score both ways.** The model reports the board metric (binary on-time %, vs promise date) *and* a "true cost" metric, because you've told me the board is wrong in a specific way (blind to magnitude and to account). Decisions get made on the true cost; the board number is there so you can tell your boss what the board *will* say. +- **True cost = lateness penalty + changeover hours.** Lateness penalty scales with hours late and by account tier: Meridian weighted heavily, everyone else light. Changeover hours costed as lost line time, i.e. one changeover hour = one hour of line capacity gone. +- **Idle is not directly costed.** It only hurts by consuming the clock and pushing things late. That matches what you described — but it means the model needs due dates and arrivals to be *realistic and tight*, or idling will look free. I'll come back to that. + +Now the exchange rate. I'm going to ask it as concrete bets rather than ask you for a number: + +10. **Meridian bet.** Line 2 just finished white. A Meridian white order is releasable tomorrow morning. There's a small tint job that would fill the gap but needs a wash down and a wash back — say 2 hours each way, 4 hours total. Taking the tint job makes the Meridian order finish 6 hours later than its ship window. Do you take the tint job? What if it only made Meridian 1 hour late? What if the changeover were 1 hour each way instead of 2? + +11. **Same bet, other account.** Same setup but the white order is Coastal, not Meridian, and it's their whole week's requirement. Does your answer change, and at what point? + +12. **Utilisation reality check.** In a normal week, how much of the three lines' available hours are actually consumed by running product? Half? Three-quarters? Flat out? And do you routinely work weekends or overtime, or is the week's capacity fixed? + +--- + +**Expert (Marta)**: + +This is fair, and honestly it's already sharper than how I've ever had to think about it out loud. Let me try the bets. + +**10. Meridian bet.** No, I don't take the tint job — not if it makes Meridian six hours late. Six hours can tip into "missed the truck," and that's a call I don't want to make. If it only made Meridian one hour late, I'd probably still not take it, because "one hour late" on my estimate has a habit of becoming three hours late by the time QA and the truck schedule get involved — I don't trust my own estimate that tightly. Where it gets interesting is your third variant: if the changeover were only an hour each way instead of two, so two hours total instead of four, and that only pushed things around rather than actually making Meridian late — yeah, then I'd take the tint job, because now it's basically free, I'm just filling a gap. So honestly the real threshold isn't a number of hours, it's: does it touch Meridian's window at all. If it doesn't, do it. If it does, don't, full stop. That's blunter than an exchange rate, I know. + +**11. Coastal instead.** Yeah, this changes things. Coastal's not on a scorecard, they're not going to fine us. If it's their whole week's order I'd still care — a full week's requirement matters even for a small account, because if I blow it I've got nowhere to slot them next week either. But I'd take the tint job even at six hours late for Coastal, honestly, as long as six hours doesn't turn into "we missed by two days." Somewhere around a day late is where I'd start to feel bad about it. So there really are two different curves in my head — Meridian's is a cliff, everyone else's is a slope. + +**12. Utilization.** Rough guess — three-quarters, maybe. It's never flat out because there's always some changeover eating into it, and Line 3's day-shift-only limits it structurally. Weekends — we don't run them as standard, but if we're in a hole close to a Meridian date, ops director will approve Saturday overtime on Line 1 or 2, that's happened maybe four or five times this year. Line 3 overtime is rarer, mostly because it needs a qualified operator who's willing to come in, not just budget approval. + +--- + +**Interviewer**: + +That's not blunter than an exchange rate — it's *more* informative. A cliff and a slope is a perfectly implementable penalty structure, and it's a real finding: it means your policy is lexicographic (protect Meridian's window absolutely, then optimise everything else), not a weighted sum. I'll build it that way. + +Let me record where we are on scoring: + +- **Meridian:** step penalty — huge fixed cost if the order misses its promise window at all; magnitude beyond that barely matters (a call is a call). +- **Everyone else:** roughly linear in hours late, with the slope becoming noticeable around a day, plus an extra bump if the order is an account's whole-week requirement (because you can't recover next week). +- **Changeover:** counted as hours of lost line capacity. +- **Board metric:** binary on-time %, reported separately. + +Now let's get structural. **Walk me through one concrete order, end to end** — pick a real recent one, ideally a Meridian white, and narrate it from the moment it lands in your demand book to the moment it's on a truck. Don't tidy it. I want every place it sits and waits, every person or system that touches it, and every point where it could have gone a different way. + +Specifically I want to hear, as you go: where does the order physically *wait*, who decides when it moves, and what has to be true before each step can start. + +--- + +**Expert (Marta)**: + +Okay, let me pull up... well, mentally pull up, one from a couple weeks back. It was a Meridian order, 8,000 units of VW-01, one of the base white golds. Let me walk it through. + +**Lands in the demand book.** ERP spits out the weekly book Sunday night, I see it Monday morning — SKU, quantity, ship date. That order had a Thursday ship window. It sits in the book, unallocated, until I get to it — the book doesn't prioritize itself, I have to look at all 40-odd orders and decide order. + +**I put it on the sheet.** Monday morning before the huddle I build the week's allocation — which line, roughly what day. Meridian white always goes Line 2, no debate, so that part's automatic. What's not automatic is *when* in the week — I look at what else Line 2's got queued, what family it's already running, and slot it in. For this one I put it Wednesday day shift, figuring Line 2 would be finishing a run of tinted colours Tuesday night, so there'd be a washdown Wednesday morning before it could start. + +**07:30 huddle.** I say out loud what's happening line by line. Someone from maintenance is there, someone from QA sometimes, the line leads. This is where reality intrudes — that Wednesday, the Line 2 lead mentioned the filler had been acting up over the weekend, nothing logged yet, just "keep an eye on it." I made a mental note but didn't replan. + +**Materials check.** Before the run can start, I (or actually the line lead) confirms the resin and pigment for VW-01 are physically at the line — this is supposed to happen the day before, via a materials report I glance at each morning. That week it was fine, no shortage flagged. + +**Washdown.** Tuesday night the tint run finishes. The changeover crew — two techs, shared across all three lines — has to be free. That week they weren't busy elsewhere, so the tint-to-white washdown happened overnight, the full three hours plus, because it's the expensive direction. It has to be *fully* done, checked by a line tech, before mix can start — there's a sign-off, someone has to visually confirm no carryover. + +**Mix → mill → tint/letdown → fill.** Wednesday morning the actual run starts. VW-01 goes through the four stages. For a white, mix and mill go fast, tint/letdown is basically nothing since it's not being colored, and fill is where it actually spends its time — fill is the bottleneck for whites, like I said. That week the filler hiccuped for about 20 minutes mid-run — small jam, cleared it, lost time but not a disaster. + +**QA hold.** Once filled and packed, the pallets go into QA hold. Lab has to sample and release — for whites that's usually about four hours, but it depends on how backed up the lab is. That week it was mid-week, lab wasn't swamped, four hours held. + +**Ships.** Once released, warehouse pulls it for the Thursday truck. If QA release comes in Wednesday evening, it comfortably makes Thursday. If it had slipped — say the filler jam had been two hours instead of twenty minutes, or QA had a backlog — Thursday morning becomes tight, and that's the point where I'd be making calls, maybe asking QA to prioritize the pallet, maybe finding out if there's a later truck. + +Where could it have gone differently: if the changeover crew had been busy with Line 3 that Tuesday night, the washdown slips to Wednesday morning and the whole run pushes into the day, eating into the QA buffer. If the filler jam had been the "half a shift" kind instead of the "twenty minutes" kind, same problem. Both of those are the ordinary ways a Meridian order gets tight — not exotic, just the normal noise of the plant landing on the wrong day. + +--- + +**Interviewer**: + +That walkthrough gave me most of the skeleton. Let me nail the line topology first, because it determines whether this is a four-stage flow shop or a single occupancy block, and that changes the model shape completely. + +13. **Pipelining.** Mix → mill → tint/letdown → fill. When VW-01 is at fill, can the *next* order already be mixing on the same line? Or does one order own the whole line from mix through fill? If it can pipeline, is there physical buffer between stages — tanks, totes — and how many orders' worth? + +14. **Batch structure.** Was that 8,000 units one continuous run, or is it broken into batches (a mix vessel's worth) that move through as discrete lumps? If batches — what's a typical batch size relative to that order, and do all batches of an order have to finish before QA samples, or does QA sample per batch? + +15. **The three lines.** What can each run, and what can't it? You said Meridian white "always goes Line 2, no debate" — is that a hard qualification (Line 1 physically can't), a quality rule, or just habit? And what makes Line 3 different besides day-shift-only? + +--- + +**Expert (Marta)**: + +13. **Pipelining.** Yes, it pipelines, that's basically the whole point of the tanks between stages. While fill's running on the tail end of one batch, mill can already be starting on the next batch of the *same* order, and mix even earlier than that. But it's not infinite — there's a small holding tank between each stage, and if the downstream stage is slower than upstream, the tank fills up and upstream has to stop. That's the Line 1 mill-to-fill tank problem I mentioned — it's small, so mill backs up waiting for fill to catch up, more than it should. On Line 2 and 3 the tanks seem adequately sized, I've never heard complaints about them. As for "how many orders' worth" — I'd say each tank holds maybe one batch, two if you're lucky, not more. It's not built to buffer a changeover-length gap, it's built to smooth the normal pipeline hiccups. + +14. **Batch structure.** Yeah, 8,000 units isn't one continuous pour, it comes off the mix vessel in batches — a mix vessel holds maybe 1,000-1,500 units' worth depending on the product, so that order was probably six, seven batches. They move through as discrete lumps, each one going through mill, tint, fill in sequence, pipelined behind each other like I said. QA doesn't wait for the whole order — they sample per batch, or actually I think it's more like per some number of batches, they don't test every single one if it's the same SKU running clean. But the pallets from the *last* batch still have to clear QA before the whole order can ship, obviously, so functionally the order's held up by its slowest/last batch through the system. + +15. **The three lines.** +- **Meridian on Line 2** — this one really is a hard rule, not physics. Years back Meridian did an audit and specifically qualified Line 2's fill area for their whites — some paperwork thing about equipment. We could probably physically run their orders on Line 1, but nobody's going to risk it without redoing that qualification, and nobody's pushed for that. +- **Line 1** is qualified for everything, including specialty — it's the old reliable, slower but flexible. +- **Line 2** is fast, big-volume, but it was never piped for the clear resins specialty uses, so it flat-out can't run specialty — that's physical, not paperwork. +- **Line 3** is newest and quick, but it's product-by-product qualified — there's a list, and I know two tint SKUs specifically aren't on it yet, someone in quality is slowly working through validating it for more. Day-shift-only is a separate constraint on top — that one's a staffing/overtime decision, not a capability one. + +--- + +**Interviewer**: + +Good — that's a proper flow shop with finite buffers, and Line 1's small mill-to-fill tank is a real modelled constraint, not a footnote. + +Now the taxonomy, because your changeover matrix is keyed on it. + +16. **Families.** You've mentioned base whites, tints/tinted colours, and specialty. Is that the full family list as the changeover matrix sees it? How many SKUs roughly in each, and are there sub-distinctions *within* a family that change the changeover (e.g. dark tint → light tint worse than light → light)? + +17. **Changeover direction and cost.** You said tint→white is "the expensive direction, full three hours plus." Give me the shape of that matrix as you carry it in your head: white→white (same SKU / different SKU), white→tint, tint→tint, tint→white, anything→specialty, specialty→anything. Standard times, and where your gut says the standard is wrong. + +18. **Does the changeover differ by line?** Same family transition on Line 1 vs Line 2 vs Line 3 — same hours, or does the bigger/faster line take longer to wash? + +--- + +**Expert (Marta)**: + +16. **Families.** Yeah, that's the three the matrix runs on — base whites, tints, specialty. Roughly, of the 14 SKUs: whites are maybe 4-5 SKUs but they're the bulk of the volume, tints are the biggest count, maybe 7-8 different colors, and specialty is the small tail, 2-3 SKUs. Within tints there absolutely are sub-distinctions that matter but the matrix doesn't capture them well — going from a dark tint to a light tint is worse than light-to-light or dark-to-dark, because of exactly the same carryover logic as tint-to-white, just less extreme. The matrix just says "tint-to-tint, X minutes" flat, and I mentally add time if I know it's dark-to-light. That's gut, not written down. + +17. **The matrix, as I carry it:** +- White→white, same SKU: basically nothing, a rinse, call it 15 minutes, mostly just checking nothing's off. +- White→white, different SKU: 20-30 minutes, quick rinse — same family, no real risk. +- White→tint: about 45 minutes. Going *into* pigment from clean is easy, you're not fighting carryover. +- Tint→tint: depends on the direction like I said — light-to-light maybe 30-40 minutes, but dark-to-light I pad it, call it an hour, hour and a half even though the sheet says the same number as any tint-to-tint. +- Tint→white: the bad one, full washdown, 3 hours plus. My gut says the matrix's "3 hours" is actually optimistic — I've seen it run closer to 3.5 more than once, especially after a dark tint. +- Specialty in or out, either direction: about 2 hours. Doesn't matter which way, the clears are just fussy to purge either direction. + +18. **By line.** The matrix as written doesn't differentiate by line — same hours regardless. But my gut says that's wrong for at least one case: Line 1's washdowns seem to take a bit longer than the same transition on Line 2, and I've always figured it's because Line 1's older, more pipework, more places for carryover to hide. Nobody's ever timed it properly to confirm that though, it's just a feeling from watching it happen for years. + +--- + +**Interviewer**: + +Useful — I'll model the standard matrix *and* your gut adjustment as separate layers, so you can run "what if the standard times are real" vs "what if my padding is real" and see whether it changes any decision. That's a cheap experiment and it tells you whether it's worth timing changeovers properly. + +Now durations of the actual work. + +19. **Run rates.** For each stage — mix, mill, tint/letdown, fill — how long does one *batch* take, and does it differ by family and by line? You said fill is the bottleneck for whites; is something else the bottleneck for tints or specialty (I'd guess mill or tint/letdown)? Give me per-batch hours as best you can, per line if they differ. + +20. **Batch size.** 1,000–1,500 units per mix vessel — does that vary by line as well as by product? Is Line 2's vessel bigger than Line 1's? + +21. **Variability.** Take the one you know best — a white batch on Line 2's fill. Typical duration? One time in ten it's worse than ___? One time in ten it's better than ___? And what causes the bad tail — the filler jams you mentioned, or something else? + +--- + +**Expert (Marta)**: + +I'll be honest, this is where you're going to hit the edge of what I actually track — I know the *sheet* numbers, which are the "should take" numbers, and I know the vibe of how wrong they are, but per-batch-per-stage isn't something I've ever broken down that finely. Let me give you what I've got. + +**19. Run rates.** The sheet doesn't even really have stage-level rates — it has one number per product-per-line, "units per hour," and I back into a run time from that. So if you want stage-by-stage I'm partly guessing based on watching the line. + +For a white batch, say 1,200 units, on Line 2: mix is maybe 20 minutes, mill maybe 20-30, tint/letdown almost nothing since there's no color to add, and fill... fill is the long pole, I'd guess an hour, hour and a half for that batch size, because line speed is really a fill-head-count thing. On Line 1, same batch, mix and mill are similar, but fill is slower — maybe double, hour and a half to two hours, since Line 1's older equipment. + +For tints, mill and tint/letdown both stretch out — you're actually incorporating pigment and it has to mix properly, so I'd guess mill is more like 40 minutes to an hour, tint/letdown similar, and fill is actually not that different from white fill rates, maybe a bit slower. That's the "funny, Line 1 and Line 2 are nearly even on tints" thing — I think it's because tint fill isn't as fast-head-dependent, but don't hold me to the mechanism, I'm guessing. + +For specialty — this is the one I feel most confident about because it's so obviously different — mill is the slow one, could be two, three hours for a batch because the stuff is thick and has to be milled properly or it's ruined. Fill for specialty is actually fine, comparable to tint fill, it's not the bottleneck at all. + +**20. Batch size.** Yeah it varies. Line 2's vessel is bigger — I think it's closer to 1,500-1,800 units per batch, Line 1's more like 1,000-1,200, Line 3 I honestly am not sure, I think it's similar to Line 2 but smaller-side, maybe 1,200-1,500. Don't quote me hard on Line 3's number. + +**21. Variability — white batch, Line 2 fill.** Typical, like I said, an hour to an hour and a half. One time in ten it's worse — that's your filler jam scenario, tack on 20 minutes to half an hour for a small jam, or if it's a bad one, could eat the rest of the shift, but that's rarer than one-in-ten, that's more like once every couple weeks across the whole line, not per batch. One time in ten it's better — honestly not much better, maybe you shave ten minutes if everything's smooth, there's not a lot of upside slack in fill, it runs close to its rate when nothing's wrong. So the bad tail is real and fat, the good tail is thin. The cause of the bad tail is almost always the filler — jams, or waiting on packaging materials running low, that happens too, cases or labels not being restocked fast enough, that's more a warehouse problem than a line problem but it still stops the fill head. + +--- + +**Interviewer**: + +That asymmetry — thin upside, fat downside — is exactly what I need; I'll use a right-skewed distribution rather than anything symmetric. And the packaging-materials stall is a distinct failure mode from a jam, so I'll keep them separate: you might discover the warehouse restock is a cheaper fix than the filler. + +Now resources and calendars, which your walkthrough showed are where the contention actually lives. + +22. **Changeover crew.** Two techs, shared across three lines. Do both techs work one changeover together, or can they split and do two changeovers at once? Are they on all shifts, or day only? And when a line finishes a run at 2am and needs a washdown — are they *there*, or do they get called? + +23. **Shifts.** What's the shift pattern per line — Line 1 and 2 running nights, Line 3 day only? How many shifts a day, how many days a week? Do lines run unattended across a shift boundary, or does the run stop and restart? + +24. **QA lab.** Who and how many, what hours? You said whites are "usually about four hours" — what does the tail look like when the lab's backed up, and what makes it back up? Does the lab work nights and weekends, or does a batch finishing at 11pm just sit until morning? + +--- + +**Expert (Marta)**: + +22. **Changeover crew.** They usually work a changeover together, one crew, one job at a time — that's the actual constraint I was talking about, if two lines need one at once, someone waits. I don't think they physically *need* two people for a quick rinse, but for the big washdowns and the specialty purges, yeah, it's genuinely a two-person job, there's stuff to hold and stuff to check simultaneously. They're day shift, nominally, but they flex — if I know a washdown's needed overnight I ask them to stay late or come in early, that's a normal ask, not overtime-approval-required the way Saturday production is. If a line finishes at 2am with nobody expecting it and no changeover pre-arranged, it just sits dirty until someone's available — usually that means it waits till the day crew starts, so you lose the overnight hours you didn't plan to lose. + +23. **Shifts.** Line 1 and Line 2 run two shifts, so days and evenings, some weeks a skeleton night crew if we're behind, but that's not standard. Line 3 is day shift only, like I said, that's the default — overtime unlocks a second shift on any line but needs the ops director's sign-off. Within a shift, if a run's not done and the shift ends, generally it does keep running — there's a handover, second-shift operator picks it up mid-batch, the line doesn't need to be babysat every second, it just needs someone there. Between last shift ending and next one starting is the gap where nothing runs unless someone's specifically staying late — that's the 2am problem, that gap is a black hole for anything that needs a person, changeover crew or otherwise. + +24. **QA lab.** Two people, day shift basically, maybe a bit into evening if something's backed up, but nobody's in that lab at 2am or on weekends normally. Four hours is the typical hold-to-release for whites when the lab isn't backed up. What backs it up is exactly what you'd guess — everything landing on Wednesday/Thursday because that's when the week's runs tend to finish, so the lab gets a pile all at once. When it's backed up I've seen holds stretch to eight, ten hours, and if a batch finishes Friday evening or over a weekend, it can just sit until Monday morning — that's actually happened, and it's ugly, because now your Friday-finished order can't ship till Monday afternoon at the earliest, blown right through the week's window. That's probably the single biggest hidden Meridian risk, worse than the filler honestly, because it's totally invisible until it isn't. + +(Sorry — I've just seen the time, I have the floor huddle in ten minutes. How much more do you need?) + +--- + +**Interviewer**: + +Roughly three more rounds — call it 15 minutes total, not now. Here's the honest inventory so you can choose how to spend it. + +**Solid enough to build on:** objectives and the cliff/slope penalty structure; line topology and pipelining with finite tanks; families and the changeover matrix plus your gut layer; qualifications (Meridian↔Line 2, no specialty on Line 2, Line 3's SKU list, day-shift-only); stage durations at the accuracy you have them; the changeover crew as a single shared server; shift calendar and the overnight black hole; QA lab hours and the Friday-evening trap. + +**Still genuinely missing, in priority order:** + +1. **Policies at conflict points.** This is the biggest gap and the model is mostly worthless without it. Two lines want the changeover crew at once — who wins, and does an in-progress changeover ever get abandoned? How do you sequence orders *within* a line (due date? family campaigning? Meridian first?)? Can QA be told to jump a pallet, and does that cost someone else? What actually triggers the Saturday-overtime ask, and how late in the week can you still ask? +2. **Breakdowns.** Your question one is literally "if Line 1's mill motor takes four days again." I need failure frequency and repair duration for the mill motor class of event, the bad filler jam, and anything else that has ever taken a line down for more than a shift. +3. **Arrivals and order shape.** ~40 orders/week — size distribution, split by family and by account, and how promise dates relate to the book date (how much slack does commercial actually pad in?). Plus: what gates "ready to release" — you said the Meridian order wasn't releasable till next morning, and I don't know what was holding it. +4. **Order splitting and campaigning.** Do an order's batches have to run contiguously, or can you interleave? That's the whole substance of your commercial-wants-to-split-across-two-lines question. +5. **The unwritten rules.** What would a new scheduler get wrong in week one; what you always/never do that's on no document; which rules exist because of something that went wrong once. + +**My recommendation:** give me 15 minutes later today or tomorrow on items 1, 4 and 5 — those are pure head-knowledge, nobody else in the plant can supply them, and item 1 is where your idle-vs-washdown question actually lives. Items 2 and 3 I can partly reconstruct: maintenance may have downtime records and the ERP has the order book, so point me at whoever holds those, or I'll put placeholder distributions in the assumption ledger clearly marked as invented. + +Go to your huddle. Tell me when, and whether you can pull the order book extract and any downtime log in the meantime. + +--- + +**Expert (Marta)**: + +Fair, that's a good split. Let's say tomorrow, same time, fifteen minutes — I'll block it so it doesn't get eaten by the huddle. + +For the records: I'll ping the plant maintenance coordinator today for whatever CMMS downtime export he can pull — I know it exists, I've just never asked for it in this shape. And I'll get the order book pulled from ERP, that one's easy, it's just a report I don't normally bother running historically. If either of those comes back thin or ugly, flag it and I'll chase harder rather than let you guess quietly — I'd rather know where the model's standing on sand. + +See you tomorrow. + +--- + +**Interviewer**: + +Blocked in — tomorrow, fifteen minutes, items 1, 4 and 5. I'll come with those as concrete scenarios rather than open questions so we don't burn time. + +To make the two data pulls useful first time, here's exactly what I need from each. Forward these verbatim if it's easier. + +**Maintenance coordinator — CMMS downtime export, last 12 months:** +- One row per downtime event: line, equipment/stage (mix / mill / tint-letdown / fill / other), start timestamp, end timestamp or duration, short description, and planned-vs-unplanned flag if it exists. +- I don't need cost, parts, or work-order text. I need *frequency and duration*, and specifically I need the long tail preserved — if the export truncates or buckets anything over 24 hours, that's the part I care most about, since your mill motor question lives there. +- If the only thing he can give me is a list of the big ones from memory with rough dates, take it. Four data points about four-day outages beat four hundred about five-minute stops. + +**ERP — order book, last 26 weeks if it goes back that far:** +- One row per order line: order ID, account, SKU, family if it's a field, quantity, date the order entered the book, promise date (the one on-time is scored against), actual ship date, and line it ran on if that's captured. +- The two fields that matter most and are most likely to be missing are **date-entered-the-book** and **actual ship date** — without both I can't measure the slack commercial pads in, or reconstruct your real on-time rate. If either is absent, tell me and I'll ask you for the pattern from memory instead. + +**Flagging protocol, as you asked:** anything I can't get from those exports goes in a numbered assumption ledger with the value I invented, why, and the cheapest way for you to check it. Nothing gets smuggled in quietly. + +Two things you can answer in ten seconds whenever, no rush — they'll save time tomorrow: + +- Does the ERP order book have a **"release" or "firm" status** separate from the promise date? (That's the thing that was holding your Meridian order until the next morning, and I still don't know what it is.) +- Roughly how many of the ~40 weekly orders are Meridian? + +See you tomorrow. + +--- + +**Expert (Marta)**: + +Both quick ones: + +**Release/firm status** — yeah, there's a field for it, I think it's literally called something like order status: pending, released, in-production, shipped. What was holding my Meridian order that morning specifically was a **credit/allocation hold** — logistics releases orders in batches once the truck's confirmed and the paperwork's clean, and that particular one hadn't been released yet when I wanted to start it, purely an admin timing thing, not a materials or capacity issue. It happens more than you'd think — I sometimes know an order's coming and want to slot it, but I can't actually pull the trigger till ERP says it's released, which can lag the promise date planning by a day or so. + +**Meridian count** — out of the ~40, I'd guess 6 to 8 are Meridian in a typical week. Fewer orders than their volume share would suggest, because like I said, they order big. + +I'll get both requests out today, verbatim. See you tomorrow. + +--- + +**Interviewer**: + +Both useful — and the second one reframes the first. + +**The credit/allocation hold is a modelled object, not admin noise.** Your headline decision — sit Line 2 idle at 2pm Tuesday or wash down — only exists *because* the next white wasn't releasable yet. That gap isn't a scheduling artefact, it's manufactured by a release process you don't control. Which means the model can answer a question your boss didn't ask: how many idle-vs-washdown dilemmas would simply evaporate if logistics released a few hours earlier, or released Meridian orders on a standing basis rather than truck-by-truck. If that's the real lever, it's a phone call to logistics, not a scheduling change — much cheaper than anything you can do on the floor. + +So I'm adding to tomorrow: **how long is the lag between "I know it's coming" and "ERP says released", how variable is it, and does it differ for Meridian?** If the ERP export has a released-date or status-change timestamp, that measures it directly — worth adding to your request while it's still unsent. + +**6–8 of 40 orders, one-third of volume** also tells me Meridian batches are roughly 2–3× everyone else's. That matters more than it sounds: big orders are many batches, many batches occupy a line for a long contiguous stretch, and a long stretch on Line 2 is exactly what makes everything else queue behind the cliff. I'll check that against the order book rather than assume it. + +Tomorrow, in this order: + +1. **Conflict points** — I'll put four concrete scenarios to you: two lines wanting the crew simultaneously; how you sequence within a line; whether QA can be jumped and who pays; what triggers and what blocks the Saturday ask. +2. **Splitting and campaigning** — must an order's batches run contiguously, and what actually happens when commercial asks to split across lines. +3. **Unwritten rules** — week-one mistakes, always/nevers, and rules that exist because of one bad incident. + +Then I'll read back the whole model in summary, you correct it, and I build. Enjoy the huddle. + +--- + +**Expert (Marta)**: + +Good catch, actually — I hadn't thought about it that way, but you're right, if that's the real lever it's a much cheaper fix than anything I can do with the sheet. I'll add the released-date/status-change timestamp to the ERP ask, and I'll ask the logistics lead directly tomorrow what drives the timing on Meridian releases specifically — my gut says it's tied to truck booking confirmation, which they do a day or two out, but I've never actually asked why it's a day or two and not same-day. + +See you tomorrow — 1, 2, 3 in that order works for me. + +--- + +**Interviewer**: + +Perfect. Two things to make the logistics conversation pay off, since you're having it anyway: + +- **Ask what the release is actually waiting on** — truck booking confirmation, credit check, paperwork, or all three in sequence. If it's a chain, the binding one is usually not the one people name first. +- **Ask whether a standing release for Meridian is possible** — i.e. release on the production plan rather than on truck confirmation, with the truck booked in parallel. If the answer is "we've never been asked," that's your lever. If it's "we tried it and stopped," find out what went wrong; that's a constraint I need to model. + +I'll come tomorrow with the four conflict scenarios pre-written, so you're reacting to concrete cases rather than generating from scratch. Fifteen minutes should hold if we don't wander. + +See you then. + +--- + +**Expert (Marta)**: + +Will do — both of those are exactly the right questions, and I should've asked them myself years ago instead of just working around the gap. I'll bring back whatever logistics says, even if it's "nobody's ever asked." + +See you tomorrow. + +--- + +**Interviewer**: + +Good luck with it. + +So you're not generating from cold tomorrow, here are the four scenarios in advance — no need to prepare, just useful if you happen to read them before we talk. Answer them the way you actually behave, not the way the procedure would read. + +**A. Crew contention.** It's 18:00. Line 1 has just finished a specialty run and needs a 2-hour purge before its next job. Line 2 finishes a dark tint at 18:30 and the next thing on it is a Meridian white — a 3½-hour washdown. Both need the two techs, and the techs are already an hour past their nominal day. Who gets them, who waits, and what do you actually do about the loser? + +**B. Sequencing within a line.** Line 3 has four releasable orders queued Monday: two light tints due Thursday, one dark tint due Wednesday, one white due Friday. What order do you run them, and what would make you break that order? + +**C. Jumping QA.** A Meridian pallet finishes at 16:00 Thursday; the truck is Friday 06:00; the lab has six other batches ahead of it. You ask them to jump it. Do they? Who authorises it, what does the displaced work lose, and has anyone ever said no? + +**D. The Saturday ask.** What has to be true before you go to the ops director for Saturday overtime — how far behind, and how late in the week can you still ask before it stops helping? And is there a case where you'd have asked and deliberately didn't? + +**Interim assumption ledger** (things I've inferred or invented so far, all provisional — flagging now so none of it goes quiet): + +1. **Lateness scored in hours against promise date**, not days. *Assumed* — your board is binary, but a binary metric can't distinguish your own cliff/slope answer. *Check:* ship-date vs promise-date fields in the ERP pull. +2. **Meridian penalty modelled as a step at "misses the ship window"**, magnitude-insensitive beyond that. *From your answer to Q10*, but "ship window" needs a definition — I've provisionally taken it as the truck departure, not end-of-promise-day. *Check:* tell me tomorrow if that's wrong. +3. **Non-Meridian penalty linear in hours, kink upward around 24 hours**, plus a surcharge if the order is an account's whole-week requirement. *Assumed shape* from your Coastal answer. *Check:* none cheap — sensitivity-test it instead. +4. **Idle time costs nothing directly.** *Your answer to Q8.* Consequence: results only mean anything if due dates and arrivals are realistically tight, so item 3 of tomorrow's list (arrivals) is load-bearing. +5. **Changeover crew = one indivisible 2-person server**, one job at a time, day shift with discretionary flex. *From Q22*, but I've assumed the quick rinses also consume the full crew. *Check:* scenario A will probably settle it. +6. **Line 3 batch size ~1,200–1,500 units.** *Your explicit "don't quote me."* *Check:* mix vessel nameplate, 30 seconds on the floor. +7. **Gut changeover padding modelled as a separate switchable layer** (dark→light tint +30–60 min; all Line 1 washdowns +~15%; tint→white standard 3h → 3.5h). *Your gut, not the matrix.* *Check:* time six changeovers with a phone; the model will tell you first whether it's worth doing. +8. **Packaging-material stalls modelled separately from filler jams.** *My decomposition, not yours.* *Check:* whether the CMMS export distinguishes them — it may only log equipment faults, in which case the stalls are invisible and I'll need your memory instead. + +See you tomorrow. + +--- + +**Expert (Marta)**: + +Read these on the way out, quick reactions before tomorrow so you're not starting cold either: + +**A.** Line 2 wins, no contest — Meridian white beats specialty purge every time, that's not even a hard call. What actually happens to Line 1 is it just sits dirty, purge waits till the crew's free, which given they're already an hour over means it probably doesn't happen till the next morning. So Line 1 loses that overnight slot entirely, not just two hours — the whole gap till someone's back on shift. I might quietly ask the techs to do a shortened version if I'm desperate, but that's rare and it makes maintenance nervous. + +**B.** I'd run dark tint first, then the two light tints together, white last — campaigning by family to save changeover, even though the dark tint isn't due till Wednesday and the white's not due till Friday. I'd only break that order if the white were needed sooner than Friday, or if Line 3 wasn't qualified for one of those SKUs yet, in which case it just doesn't go on Line 3 at all and I'm rearranging everything anyway. + +**C.** Usually yes, they jump it — I ask the lab lead directly, no formal authorisation, it's a favor system. Displaced work just sits longer, and if it's near end-of-week that can mean *that* batch is the one that hits the Friday-evening trap. Nobody's said no outright, but I've had the lab lead push back hard enough that I backed off once, when jumping it would've meant something else missing its own Friday truck. + +**D.** Behind by about a shift is roughly the trigger — if I can see Wednesday that a Meridian order won't make it without extra hours, I ask then. Asking Thursday or later usually doesn't help, not enough runway to get approval and staff it. I've had a case where I didn't ask even though I was tempted — a slip that would've needed Saturday overtime, but it was Coastal, not Meridian, and I judged it wasn't worth the argument with the ops director for a non-scorecard account. That one shipped a day late and nobody outside the plant noticed. + +All good on the ledger — nothing jumps out as wrong. See you tomorrow. + +--- + +**Interviewer**: + +Those four answers did a lot of work — A and D in particular. Three things they settled, and three new probes I'll fold into tomorrow rather than adding time. + +**Settled:** +- **Crew priority is a strict rule, not a judgement:** Meridian-enabling changeover outranks everything. Non-preemptive, and the loser's penalty isn't the changeover duration — it's *the remainder of the gap until the crew is back on shift*. That's a much harsher cost than a queueing delay and it will show up strongly in results. +- **Sequencing within a line is campaign-first**, not due-date-first — you deliberately ran the Wednesday-due dark tint ahead of nothing and the Friday white last to save changeovers. Due dates only break the campaign when they'd actually be missed. +- **QA jumping is an informal, socially-limited resource**, and you've been refused once by being persuaded, which means it has a real budget. + +**New probes for tomorrow (short):** + +1. **Scenario A, variant:** same clash but *both* lines are waiting on Meridian whites. Is there a tiebreak, or is it whoever's due first? I need to know whether "Meridian first" is a rule or shorthand for "most urgent first." +2. **Scenario B, hidden bit:** you put white *last* on Line 3. Were you thinking about what the line has to run *next* week — leaving it in a good state? If you schedule with one eye on the following Monday, the model needs an end-of-horizon state value, or it will cheat by leaving every line filthy on Friday. +3. **QA jump budget:** how often do you actually spend it — weekly, monthly? Once per week is a modellable allowance; unlimited is not. + +**And one finding from D worth testing, which I don't think you said out loud:** you get Saturday overtime approved on Line 1 or 2 — but the lab is day-shift, weekdays. So Saturday production may just queue for Monday's lab and arrive no earlier than if it hadn't run. Unless the Saturday ask *includes* a lab person, or the Friday-evening trap catches it anyway. Worth asking the ops director whether lab overtime has ever been part of that approval — if it hasn't, some of those four or five Saturdays this year may have bought you nothing. + +**Ledger additions:** + +9. **Changeover crew is non-preemptive** — an in-progress changeover is never abandoned mid-way for a higher-priority line. *Inferred from A.* *Check:* one word tomorrow. +10. **A line that misses its changeover window waits until the crew's next shift start**, not merely until the crew is free. *From A.* This is the single most punitive mechanism in the model so far. +11. **QA jump is front-of-queue, not preemptive** — the test in progress finishes. *Assumed.* *Check:* trivial, ask the lab lead. +12. **Saturday overtime adds line hours only, not lab or changeover-crew hours.** *Assumed and probably wrong in at least one direction.* *Check:* the ops director question above. + +Nothing needed before tomorrow. See you then. + +--- + +**Expert (Marta)**: + +Ha — the Saturday-lab thing is a genuinely good catch, I've never once thought about whether the lab covers it. I'll ask the ops director point blank tomorrow before our slot if I catch him. + +Quick gut reactions on the three probes, so tomorrow's faster: + +1. If both lines were waiting on Meridian whites, I think I'd go by whichever ships sooner — so yes, "Meridian first" is really shorthand for "most urgent first," Meridian just happens to almost always be the most urgent thing in the room. I'd want to think about whether there's a case where I'd break that, but my instinct says urgency wins even within Meridian. + +2. Honestly — yes, guilty, I was thinking about Monday. Ending the week with Line 3 dirty from a white means Monday probably starts with a tint anyway and I've bought myself nothing; ending clean-ish or on a family that's likely to continue into next week is a real thing I do, even if I don't always say it out loud. + +3. QA jump — maybe two, three times a month, not every week. If it were weekly the lab lead would start pushing back the way she did that one time. + +See you tomorrow, and nice catch on the lab. + +--- + +**Interviewer**: + +Good — those three tighten a lot for free. + +**What they settle:** + +- **Priority rule is "earliest ship window first, Meridian-weighted"**, not a hard account hierarchy. That's better news than a strict rule: it's a single sortable key, so the model can implement your current policy *and* test alternatives (pure due-date, pure campaign, campaign-with-Meridian-override) without restructuring anything. +- **You schedule with a terminal state value.** That's a real modelling requirement and I'd have got it wrong: without it, a week-long simulation happily ends with all three lines dirty on Friday, because the wash-back cost falls outside the window and the model never pays it. I'll add an end-of-week charge for leaving a line in a state that the following Monday's likely demand doesn't match — effectively "what changeover would Monday have to buy." That also stops the model from recommending changeover-avoidance tricks that just push cost over the horizon. +- **QA jump ≈ 2–3 per month** — a spendable allowance, roughly 0.6/week. Modelled as a budget with a refusal probability that rises as you spend it, which reproduces the lab lead pushing back. + +**Ledger additions:** + +13. **Changeover-crew priority key = earliest promise-date-at-risk, with Meridian ordered first among ties.** *From probe 1.* *Check:* if you find a real case where you'd knowingly let the sooner-shipping order wait, tell me — it would mean the key needs a second term. +14. **End-of-horizon state value: each line charged at Friday close for the expected changeover into next week's likely first job.** *My construct, not your words — you described the behaviour, not the accounting.* *Check:* look at what actually ran Monday morning on each line for the last few weeks; if it usually matches Friday's family, my charge is roughly right. +15. **QA jump allowance = 0.6/week, refusal probability rising with recent usage.** *From probe 3.* *Check:* none needed; sensitivity-test it. + +**Tomorrow's slot is now down to three things**, which should fit comfortably in fifteen minutes: + +1. **Splitting and campaigning** — must an order's batches run contiguously; what really happens when commercial asks to split across two lines; has it ever worked. +2. **Unwritten rules** — week-one mistakes, always/nevers, the rules that exist because of one bad incident. +3. **Whatever the two data pulls and your logistics/ops-director conversations turn up** — arrivals, release lag, breakdown durations, Saturday lab cover. + +Then I read the whole thing back and build. See you then. + +--- + +**Expert (Marta)**: + +Sounds right — see you tomorrow, I'll have the logistics and ops director answers plus whatever comes back from maintenance and ERP by then, even if it's partial. + +--- + +**Interviewer**: + +Good. One request on the pulls, whatever shape they arrive in: send them raw rather than tidied. If the CMMS export is 900 rows of five-minute stops with four monsters buried in it, the monsters are the point and I'd rather find them myself than have them pre-summarised away. Same for the order book — I want the messy rows, the cancelled lines, the ones with blank promise dates. The gaps tell me what the plant doesn't record, which is itself a modelling input. + +If either pull is late, we still run the slot: items 1 and 2 are pure head-knowledge and don't depend on the data. I'll build with flagged placeholders and swap them out when the exports land. + +See you tomorrow. + +--- + +**Expert (Marta)**: + +Understood — raw and messy it is, no cleaning up on my end. I'll tell whoever's pulling it not to bother tidying, just dump what the system gives them. + +See you tomorrow. + +--- + +**Interviewer**: + +Understood — raw is right. + +I'll use the gap to draft the structural skeleton, so tomorrow's fifteen minutes goes entirely on splitting/campaigning, the unwritten rules, and the data — not on me reading back things you've already told me twice. + +One thing you don't need to answer now, but it surfaced while I was laying out the net, and it's structural enough that I'd rather you see it coming than have me guess: + +**Is a changeover a whole-line event, or does it cascade stage by stage?** You told me the line pipelines — mix can start the next batch while fill finishes the last. But if the next batch is a *different family*, that can't be true unless the washdown happens stage-by-stage as each empties: mix gets cleaned first, then mill, then tint, then fill, with the new order following the cleaning down the line. The alternative is that the whole line drains, the crew washes everything, then the new order starts. Those two produce very different answers to your run-size question — the cascading version makes changeovers much cheaper for long runs, because the wash overlaps with the tail of the previous order. I suspect the truth is "mostly whole-line for the big tint→white washdown, but the small rinses are more casual," but that's me guessing, and it's assumption 16 in the ledger until you tell me. + +Provisional skeleton, two minutes to eyeball — tell me tomorrow if the shape is wrong: + +- **Token = one batch**, carrying colour: order ID, account, SKU, family, tint depth, promise date, order's batch index and count. +- **Per line, in series:** Mix → tank → Mill → tank → Tint/Letdown → tank → Fill → QA Hold → Released → Shipped. Tanks capacity 1 (Line 1 mill→fill) or 2 (Lines 2, 3), which is where your Line 1 backup comes from. +- **Per line, one setup-state place** holding a token for the family/SKU the line is currently dressed for. Changeover transitions consume the crew, the old state token, and emit the new one. +- **Shared resources as single-token places:** changeover crew (one indivisible 2-person server), lab (two analysts, day shift), each line's shift calendar as an availability gate. The overnight black hole falls straight out of the calendars — no special mechanism needed. +- **Order release** as a source transition gated by the ERP release timestamp, which is the thing your idle-vs-washdown dilemma actually hangs on. +- **Scoring** as sink-side observers: board metric (binary, vs promise), true cost (Meridian step + others' slope + changeover hours + end-of-week state charge). + +16. **Changeover granularity — whole-line vs cascading per stage.** *Assumed whole-line for washdowns ≥2h, cascading for rinses <1h.* *Check:* one question tomorrow; it materially changes the split-across-lines answer. + +See you tomorrow. + +--- + +**Expert (Marta)**: + +That skeleton looks right to me at the level I can judge it — I recognize the plant in it, which is more than I expected to say about a diagram. + +On the changeover granularity, since you asked me to sit with it: my honest instinct, without having ever watched it stage-by-stage on purpose, is that you're right — the big tint-to-white washdown really does feel like a whole-line stop, everything's dirty and everyone's waiting, nothing pipelines through it. The quick rinses I genuinely don't know if they cascade or not, I've just never watched closely enough to say, I always think of the line as "down for 25 minutes" rather than picturing what's happening stage by stage. I'll actually go stand at Line 2 for one of the small rinses before tomorrow and watch instead of guessing — that one's cheap to check and I'd rather give you a real answer than a guess dressed up as one. + +See you tomorrow. + +--- + +**Interviewer**: + +That's the right instinct, and it'll take you five minutes. So the observation is worth having, here's what to look for — otherwise it's easy to watch a rinse and come away with "yep, took 25 minutes," which is what you already know. + +**Three things to note, in this order:** + +1. **Does mix restart before fill is clean?** That's the whole question. If you see the mixer running the new product while the fill head is still being wiped, it cascades. If everyone stands around until the last stage is signed off, it's whole-line. +2. **Do both techs work the same stage, or split up?** For a quick rinse specifically — if one tech does mix and mill while the other does tint and fill, that's not just cascading, it's a *parallel* crew, and my "one indivisible 2-person server" assumption (ledger 5) is wrong for small changeovers. That would meaningfully change crew contention, because it would mean two quick rinses on two lines might actually be possible at once. +3. **When does the clock actually start and stop?** Is the 25 minutes wall-to-wall from last-batch-out to first-batch-in, or is there dead time either side — waiting for the tech to arrive, waiting for a sign-off, waiting for the line lead to confirm? Dead time that isn't crew time is a different fix from crew time. + +If you can, note the wall-clock times of each — start, first stage clean, last stage clean, next batch started. Four timestamps on your phone is enough. + +See you tomorrow. + +--- + +**Expert (Marta)**: + +Good, that's specific enough that I'll actually catch something real instead of just confirming what I already believe. I'll grab those four timestamps and watch for the split-crew thing especially — I hadn't even considered they might work separate stages, but now you say it I think I actually have seen the two of them go to opposite ends of the line at once and just never registered it as meaningful. + +See you tomorrow with real numbers instead of a vibe. + +--- + +**Interviewer**: + +Good. One addition while you're standing there, since it costs nothing: **if you do see them split to opposite ends, note whether that's rinse-only or whether they'd split on a big washdown too.** My guess from what you said earlier — "genuinely a two-person job, stuff to hold and check simultaneously" — is that the big ones force them together and only the small ones allow splitting. If that's right, the crew is one server for washdowns and two for rinses, which is an easy thing to represent and a slightly awkward thing to discover later. + +And if what you see contradicts the skeleton, that's a good outcome, not a setback — it's cheaper to find it now than after I've built the net around it. + +See you tomorrow. + +--- + +**Expert (Marta)**: + +Good point — I'll watch for exactly that distinction, whether the splitting is a rinse-only thing or whether they'd do it on a washdown too if they had reason to. And you're right, I'd much rather walk in tomorrow saying "actually, no" than have you build the whole thing around something I half-remembered. + +See you tomorrow. + +--- + +**Interviewer**: + +See you tomorrow. + +I'll have the net drafted to the point where only the open questions are holes — splitting/campaigning, changeover granularity, and the placeholder distributions for breakdowns and arrivals. Tomorrow: your three answers, the data if it's landed, then I read the whole thing back for correction and build. + +--- + +**Expert (Marta)**: + +I really do have to stop here. Please produce the model now with everything you have. + +--- + +**Interviewer**: + +Understood. Here is the model as it stands, built on what you gave me, with everything I had to invent flagged rather than smuggled. + +**One honest caveat up front:** we stopped before covering three things I'd listed as material — order splitting/campaigning contiguity (your run-size question), the unwritten rules, and the two data pulls. The model is built and runnable without them, but two of your three headline questions are affected. I've said exactly where in Section C, and the ledger tells you which dials to turn when the data lands. + +--- + +# A. THE MODEL + +A coloured, timed Petri net with priority-resolved conflicts. Tokens are **batches**; colours carry the order attributes; timed transitions carry the durations; shared resources are capacity-limited places; calendars are gate places. Everything is named in your vocabulary. + +## A.0 Global switches (set these per experiment) + +| Switch | Values | Default | Why it exists | +|---|---|---|---| +| `TIME_BASIS` | `SHEET` \| `GUT` | `GUT` | Standard matrix times vs your padding. Running both tells you whether it's worth timing changeovers properly. | +| `CO_GRANULARITY` | `WHOLE_LINE` \| `CASCADE` \| `SPLIT_BY_SIZE` | `SPLIT_BY_SIZE` | Whole-line for washdowns ≥2 h, cascading for rinses <1 h. Unresolved — you were going to watch a rinse. | +| `CREW_MODE` | `ONE_SERVER` \| `SPLIT_ON_RINSE` | `ONE_SERVER` | Whether the two techs can work two rinses at once. Unresolved — the thing you'd half-noticed. | +| `RELEASE_POLICY` | `TRUCK_CONFIRMED` \| `STANDING_MERIDIAN` | `TRUCK_CONFIRMED` | Models the logistics lever. This is the cheap-fix experiment. | +| `SAT_LAB_COVER` | `OFF` \| `ON` | `OFF` | Whether Saturday overtime includes a lab analyst. | +| `SEQ_RULE` | `CAMPAIGN_FIRST` \| `DUE_DATE_FIRST` \| `CAMPAIGN_WITH_MERIDIAN_OVERRIDE` | `CAMPAIGN_FIRST` | Your current policy is the default; the others are the alternatives to test. | +| `EOW_CHARGE` | `ON` \| `OFF` | `ON` | End-of-week dirty-line charge. Off = the model cheats. | + +## A.1 Colour sets + +``` +FAMILY = { WHITE, TINT, SPECIALTY } +DEPTH = { NA, LIGHT, DARK } (* tints only *) +ACCOUNT = { MERIDIAN, OTHER } +LINE = { L1, L2, L3 } + +SKU = record { skuId : STRING, + family : FAMILY, + depth : DEPTH, + meridianQual : BOOL, (* Line 2 fill-area qualification *) + l3Qual : BOOL } (* on Line 3's validated list *) + +ORDER = record { oid : STRING, + account : ACCOUNT, + sku : SKU, + qty : INT, + bookTime : TIME, (* Sunday 23:00 *) + releaseTime : TIME, (* ERP status -> released *) + promiseTime : TIME, (* the truck it must make *) + wholeWeek : BOOL, (* account's whole-week requirement *) + line : LINE, (* set by allocation *) + nBatches : INT } + +BATCH = record { oid, idx, of : INT, + units : INT, + sku : SKU, + account : ACCOUNT, + promiseTime : TIME, + testFlag : BOOL, (* does QA sample this one *) + startedAt : TIME } + +SETUP = record { line : LINE, sku : SKU, + family : FAMILY, depth : DEPTH } (* what the line is dressed for *) + +TECH = unit (* changeover crew member *) +ANALYST = unit (* lab *) +``` + +## A.2 Places + +**Order-level (plant-wide)** + +| Place | Contents | Capacity | +|---|---|---| +| `P_Book` | ORDER, status pending | ∞ | +| `P_Allocated` | ORDER with `line` set, still pending ERP release | ∞ | +| `P_Releasable` | ORDER, ERP-released, awaiting line | ∞ | +| `P_OrderDone` | ORDER, all batches QA-released | ∞ | +| `P_Shipped` | ORDER, on the truck | ∞ | + +**Per line L ∈ {L1, L2, L3}** (the flow shop, exactly as you walked it) + +| Place | Contents | Capacity | +|---|---|---| +| `P_MixQueue_L` | BATCH awaiting mix | ∞ | +| `P_Mixing_L` | BATCH in mix vessel | 1 | +| `P_Tank_MixMill_L` | BATCH in holding tank | `TANKCAP(L)` | +| `P_Milling_L` | BATCH in mill | 1 | +| `P_Tank_MillFill_L` | BATCH in holding tank | `TANKCAP(L)` ← **Line 1 = 1, the backup you described** | +| `P_Tinting_L` | BATCH in tint/letdown | 1 | +| `P_Tank_TintFill_L` | BATCH in holding tank | `TANKCAP(L)` | +| `P_Filling_L` | BATCH at fill head | 1 | +| `P_SetupState_L` | exactly one SETUP token | 1 | +| `P_LineIdleClean_L` | 1 token iff no batch anywhere in L's stages | 1 | +| `P_LineUp_L` | 1 token iff not broken down | 1 | +| `P_ShiftOpen_L` | 1 token iff a shift is manned | 1 | +| `P_COinProgress_L` | 1 token during a whole-line changeover | 1 | + +`TANKCAP(L1) = 1` (mill→fill specifically; the other two tanks on L1 = 2), `TANKCAP(L2) = TANKCAP(L3) = 2`. + +**Shared resources** + +| Place | Contents | Capacity | Notes | +|---|---|---|---| +| `P_CrewPool` | TECH tokens | 2 | Both techs = one crew unless `CREW_MODE = SPLIT_ON_RINSE` | +| `P_CrewShift` | 1 token iff crew on shift or flexed | 1 | Absence of this token is the **2 a.m. black hole** | +| `P_QAHold` | BATCH awaiting sample | ∞ | The pallets sitting in hold | +| `P_LabAnalysts` | ANALYST tokens | 2 | | +| `P_LabShift` | 1 token iff lab manned | 1 | Absence = the **Friday-evening trap** | +| `P_Testing` | BATCH under test | 2 | | +| `P_QAReleased` | BATCH released | ∞ | | +| `P_JumpBudget` | jump tokens | replenished 0.6/wk | The favour-with-the-lab-lead allowance | + +## A.3 Transitions + +### Arrivals and release + +| Transition | Guard | Timing | Effect | +|---|---|---|---| +| `T_BookLands` | fires Sun 23:00 weekly | — | Emits ~40 ORDER tokens into `P_Book` (composition in ledger 27–29) | +| `T_Allocate` | ORDER in `P_Book`; line qualification guard (below) | Mon 07:00 (fires for whole book) | Sets `line`, computes `nBatches = ceil(qty / VESSEL(line))`, moves to `P_Allocated` | +| `T_ERPRelease` | ORDER in `P_Allocated` | at `releaseTime` | → `P_Releasable`. **This is the transition your idle-vs-washdown dilemma hangs on.** Under `STANDING_MERIDIAN`, Meridian orders bypass and release at allocation. | +| `T_Explode` | ORDER in `P_Releasable`, line's queue accepts it | instant | Emits `nBatches` BATCH tokens into `P_MixQueue_L`, sets `testFlag` per sampling rule | + +**Allocation qualification guard (hard constraints):** +``` +account = MERIDIAN ⇒ line = L2 (audit qualification) +sku.family = SPECIALTY ⇒ line = L1 (L2 not piped for clears) +line = L3 ⇒ sku.l3Qual = true (validated-SKU list) +``` + +### Production stages (per line, per batch) + +Each stage is a pair: `T_Start__L` and `T_End__L`. + +| Transition | Preconditions | Duration | +|---|---|---| +| `T_StartMix_L` | BATCH in `P_MixQueue_L` (chosen by sequencing policy), `P_Mixing_L` free, `P_SetupState_L` matches batch SKU, `P_ShiftOpen_L`, `P_LineUp_L`, no `P_COinProgress_L` | — | +| `T_EndMix_L` | | `units / RATE(mix, family, L)` | +| `T_StartMill_L` | token in `P_Tank_MixMill_L`, `P_Milling_L` free, gates as above | — | +| `T_EndMill_L` | **blocks if `P_Tank_MillFill_L` at capacity** ← Line 1's problem | `units / RATE(mill, family, L)` | +| `T_StartTint_L` / `T_EndTint_L` | as above | `units / RATE(tint, family, L)` | +| `T_StartFill_L` | | — | +| `T_EndFill_L` | | `units / RATE(fill, family, L)` × Noise + JamAdder + StallAdder | +| `T_ToQAHold` | fill complete | instant | → `P_QAHold` if `testFlag`, else straight to `P_QAReleased` | + +**Rates (units/hour).** Derived from your per-batch times, expressed the way your sheet does it: + +| Stage | WHITE | TINT | SPECIALTY | +|---|---|---|---| +| Mix (all lines) | 3600 | 3600 | 3600 | +| Mill L1 / L2 / L3 | 2900 / 2900 / 2900 | 1450 | 480 (L1 only) | +| Tint-letdown | 12000 (negligible) | 1450 | 2400 | +| **Fill L1** | **700** | 700 | 650 | +| **Fill L2** | **950** | 800 | n/a | +| **Fill L3** | **900** | 800 | n/a | + +Note what this reproduces: whites are fill-bound and L2 is ~35% faster than L1; tints are mill/tint-bound so L1 and L2 come out **nearly even on tints**, which is the thing you noticed and couldn't explain; specialty is mill-bound on L1. + +**Vessel sizes (units/batch):** L1 = 1,100; L2 = 1,650; L3 = 1,350 *(the one you told me not to quote)*. + +**Fill-stage disruption (the fat right tail):** +``` +Noise ~ LogNormal(median 1.00, σ 0.06) (* thin upside — fill runs near rate *) +JamAdder = 0 w.p. 0.90 ; Uniform(0.33, 0.50) h w.p. 0.10 (* small filler jam *) +StallAdder = 0 w.p. 0.95 ; Uniform(0.25, 1.00) h w.p. 0.05 (* packaging/labels not restocked *) +``` +Jams and stalls are kept separate deliberately — you may find the warehouse restock is the cheaper fix. + +### Changeover + +`T_Changeover_L` fires when the next batch selected for line L has a SKU that doesn't match `P_SetupState_L`. + +**Preconditions (WHOLE_LINE mode — the ≥2 h washdowns):** +- `P_LineIdleClean_L` (every stage empty — the line has drained) +- 2 TECH tokens from `P_CrewPool` +- `P_CrewShift` present +- Emits `P_COinProgress_L`, consumes old SETUP, emits new SETUP after duration + +**Preconditions (CASCADE mode — the <1 h rinses):** four sub-transitions `T_CO_Mix_L`, `T_CO_Mill_L`, `T_CO_Tint_L`, `T_CO_Fill_L`, each requiring only its own stage to be empty and 1 or 2 TECH tokens per `CREW_MODE`. The new order follows the cleaning down the line. + +**Changeover matrix (hours).** SHEET = your spreadsheet; GUT = your padding. + +| From → To | SHEET | GUT | +|---|---|---| +| WHITE → WHITE, same SKU | 0.25 | 0.25 | +| WHITE → WHITE, different SKU | 0.42 | 0.42 | +| WHITE → TINT | 0.75 | 0.75 | +| TINT → TINT, light→light or dark→dark | 0.58 | 0.58 | +| TINT → TINT, **dark→light** | 0.58 | **1.25** | +| **TINT → WHITE** | **3.00** | **3.50** (3.75 if previous was dark) | +| any ↔ SPECIALTY | 2.00 | 2.00 | +| Line 1 multiplier on any changeover ≥ 2 h | 1.00 | **1.15** | + +**The punitive mechanism (from your Scenario A answer):** because the crew requires `P_CrewShift`, a line that misses the crew window doesn't wait for the crew to *finish* — it waits until the crew's next shift *starts*. Line 1 in your scenario doesn't lose 2 hours, it loses the whole overnight. This falls out of the net structure; no special rule needed. + +### QA + +| Transition | Preconditions | Duration | +|---|---|---| +| `T_Sample` | BATCH in `P_QAHold`, ANALYST free, `P_LabShift` | WHITE 3.5 h, TINT 4.0 h, SPECIALTY 5.0 h (median, LogNormal σ 0.25) | +| `T_Release` | test complete | instant → `P_QAReleased` | +| `T_Jump` | BATCH is Meridian-critical **and** jump token available | Moves batch to head of `P_QAHold`; consumes 1 jump token; **not preemptive** — the test in progress finishes | + +Jump refusal: `P(refuse) = min(0.8, 0.15 × jumps_used_this_month)` — reproduces the lab lead pushing back as you spend the favour. + +**Sampling rule:** first batch of an order always; every 3rd thereafter; **last batch of an order always** (this is what makes the order held up by its last batch, as you described). + +### Shipping and scoring + +| Transition | Preconditions | Effect | +|---|---|---| +| `T_OrderComplete` | all of an order's batches in `P_QAReleased` | → `P_OrderDone` | +| `T_Ship` | order complete, truck departure time reached | → `P_Shipped`, records `shipTime` | +| `T_ScoreOrder` | on shipping | writes board metric + true cost | +| `T_EndOfWeekCharge` | Fri 22:00 | charges each line for the changeover next Monday's first job would need | + +### Breakdowns + +| Event | Rate | Duration | +|---|---|---| +| **Major outage** (mill motor class) — removes `P_LineUp_L` | 0.038 per line-week (~1 per 6 months per line) | LogNormal median 48 h, P90 120 h | +| **Bad filler jam** — blocks `P_Filling_L` | 0.5 per line-week | LogNormal median 3 h, P90 6 h | + +Repair only proceeds during manned hours (a Friday-night motor failure is not being fixed Saturday). + +## A.4 Calendars (gate sub-nets) + +| Gate | Pattern | +|---|---| +| `P_ShiftOpen_L1`, `P_ShiftOpen_L2` | Mon–Fri 06:00–22:00 (two shifts, handover mid-batch permitted) | +| `P_ShiftOpen_L3` | Mon–Fri 06:00–14:00 (day only) | +| `P_CrewShift` | Mon–Fri 07:00–15:30 base; extended 05:00–19:00 **for a changeover pre-arranged ≥8 h ahead** | +| `P_LabShift` | Mon–Fri 07:00–17:00 | +| Saturday overtime | Adds `P_ShiftOpen_L1` or `L2` Sat 06:00–18:00. Requires trigger by **Wed 17:00**. **Adds no lab and no crew hours** unless `SAT_LAB_COVER = ON`. | +| Trucks | Depart 06:00 daily, Mon–Fri | + +## A.5 The policy layer — conflict resolution + +Petri nets need explicit resolution wherever transitions compete. Every one of these is a policy you told me, and every one is swappable. + +**Conflict 1 — two lines want the changeover crew.** +Priority key: `(is_Meridian_enabling DESC, earliest_promise_at_risk ASC)`. **Non-preemptive** — an in-progress changeover is never abandoned. Loser waits for crew *and* `P_CrewShift`, which is where the overnight loss comes from. + +**Conflict 2 — which batch starts next on a line (`SEQ_RULE`).** +- `CAMPAIGN_FIRST` *(your current behaviour)*: group by family to avoid changeover; within a campaign, earliest promise first; break the campaign only if a due date would actually be missed. +- `DUE_DATE_FIRST`: pure earliest-promise. +- `CAMPAIGN_WITH_MERIDIAN_OVERRIDE`: campaign, but any Meridian order at risk jumps immediately. + +**Conflict 3 — idle vs washdown** *(your headline decision)*. When a line goes empty and the next same-family order isn't releasable yet: +``` +IF (wash away + wash back) would touch any Meridian order's ship window + THEN idle (* the cliff *) +ELSE IF gap_hours ≥ (wash_away + gap_job_runtime + wash_back) + THEN take the gap job +ELSE idle +``` +This is your Q10 answer, implemented literally. It's also a *replaceable* rule — the point of the model is to run alternatives against it. + +**Conflict 4 — lab queue.** FIFO on arrival at `P_QAHold`, except jump tokens. Displaced work simply waits, and if it's late in the week it hits the Friday trap — which is exactly the cost of a jump. + +**Conflict 5 — Saturday ask.** Trigger: at Wed 17:00, if any Meridian order's projected completion exceeds its ship window by ≥1 shift, request overtime on whichever of L1/L2 carries it. Non-Meridian shortfalls do **not** trigger a request (your Coastal case: you didn't ask, it shipped a day late, nobody outside noticed). + +## A.6 Scoring + +**Board metric** — binary on-time % against promise date. Reported separately so you can tell your boss what the board will say. + +**True cost** — unit is one line-hour. + +``` +Changeover = 1.0 × changeover_hours (* lost line time *) +Idle = 0 (* invisible on paper; hurts only via the clock *) + +Meridian late = 200 (step, on missing the truck at all) + 1.0 × hours_late +Other late = 0 for hours_late ≤ 4 + = 0.5 × (h − 4) for 4 < h ≤ 24 + = 10 + 4.0 × (h − 24) for h > 24 +Whole-week req. = × 2 multiplier on the above + +End-of-week = expected changeover hours from each line's Friday state + into next Monday's first job +``` + +Calibration check on these weights: they reproduce your two bets. Meridian 6 h late = 206 ≫ 4 changeover-hours, so you idle. Coastal 6 h late = 1.0 < 4 changeover-hours, so you take the tint job. Coastal 48 h late = 106 ≫ 4, so you don't. That's your cliff and your slope. + +## A.7 Experiments mapped to your three questions + +| Your question | Run | +|---|---| +| *"If Line 1's mill motor takes four days again, what do I move and what slips?"* | Inject a 96 h `P_LineUp_L1` outage at chosen points in the week; compare re-allocation policies. Note L1 holds all specialty, so specialty has nowhere to go — the model will show you that as a hard block, not a delay. | +| *"Idle an hour or wash down?"* | Sweep the Conflict-3 rule against alternatives, crossed with `RELEASE_POLICY`. **Run `STANDING_MERIDIAN` first** — the hypothesis is that most of these dilemmas are manufactured by release timing, not by scheduling. | +| *"Where are my changeover hours going, and would reordering get them back?"* | Changeover-hours ledger by line × family-transition × cause. Then `SEQ_RULE` sweep. Cross with `TIME_BASIS` to see whether your gut padding changes any decision — if it doesn't, don't bother timing changeovers. | +| *(bonus, from Saturday overtime)* | `SAT_LAB_COVER = OFF` vs `ON`. Tests whether some of this year's four or five Saturdays bought you nothing because the lab was shut Monday-ward. | + +**Validation target when the data lands:** replay the last 26 weeks and check the model produces (a) ~75% line utilisation, (b) **30–40 changeover-hours per month** — your ops director's own number, and the single best calibration anchor you gave me — and (c) a board on-time % matching history. If changeover-hours come out low, `CO_GRANULARITY` or the sequencing rule is wrong. + +--- + +# B. ASSUMPTION LEDGER + +Everything below is mine, not yours. **Bold = load-bearing** (could change a recommendation). + +### From the interview, provisionally agreed + +1. **Lateness scored in hours vs promise date.** Your board is binary but binary can't express your own cliff/slope. *Check:* ship-date vs promise-date in the ERP pull. +2. **Meridian penalty + +--- + +**Expert (Marta)**: + +I really do have to stop here. Please produce the model now with everything you have. + +--- + +**Interviewer**: + +Section A above stands as the model — it is complete and runnable. Here are the two remaining deliverables. + +--- + +# B. ASSUMPTION LEDGER + +Everything here is mine, not yours. **Bold = load-bearing**: it could change a recommendation, so check it before you act on a result that depends on it. + +### Objectives and scoring + +1. **Lateness scored in hours against promise date**, not days. Your board is binary, but a binary metric cannot express the cliff/slope you described. *Check:* promise-date vs actual-ship-date fields in the ERP pull. +2. **Meridian penalty = step of 200 line-hours at "misses the truck", plus a token 1.0/hour after.** Your Q10 answer was a cliff; the small linear term only breaks ties. **I defined "ship window" as truck departure (06:00), not end-of-promise-day.** *Check:* one sentence from you — if the window is really end-of-day, several tight cases flip. +3. **Non-Meridian penalty: free under 4 h, 0.5/h to 24 h, then 4.0/h.** Invented shape from your Coastal answer ("somewhere around a day is where I'd feel bad"). *Check:* none cheap — sensitivity-test the kink location instead. +4. **Whole-week-requirement multiplier = ×2.** Pure invention; you said it "matters" without quantifying. *Check:* judgement call from you. +5. **Idle costs zero directly.** Your Q8 answer. Consequence: results are only meaningful if arrivals and due dates are realistically tight — which makes item 27–29 load-bearing. +6. **Changeover costed at 1.0 line-hour per hour**, i.e. purely lost line time, no crew wage or solvent cost. Your guess in Q7. *Check:* ask finance what the 40-changeover-hours line item actually contains. +7. **The 200-vs-4.0 ratio was reverse-engineered to reproduce your two bets**, not elicited. It is a *fitted* number. *Check:* run three more of your own bets against the scoring function and see if it still agrees with you. + +### Structure and taxonomy + +8. **Four stages per line, all three lines identical in topology.** From your walkthrough of Line 2 only. *Check:* does Line 3 have a separate tint/letdown stage at all, or is it combined? +9. **Tank capacity: Line 1 mill→fill = 1 batch; all other tanks = 2.** From "small, so mill backs up" and "adequately sized" elsewhere. *Check:* nameplate volumes ÷ batch size, ten minutes on the floor. +10. **Vessel sizes: L1 = 1,100, L2 = 1,650, L3 = 1,350 units.** You explicitly said don't quote L3. *Check:* mix vessel nameplate, 30 seconds. +11. **14 SKUs split 4 white / 8 tint / 2 specialty**, with tint depth assigned arbitrarily. *Check:* the SKU master; also tells me which tints are dark. +12. **Line 3's unqualified list = 2 tint SKUs.** Your number, but I picked *which* two. *Check:* the quality validation list. +13. **Specialty runs on Line 1 only.** Follows from L2 not being piped and L3's list — but I never asked whether L3 can run specialty. *Check:* one question. **If L3 can, the mill-motor scenario changes materially**, because specialty currently has nowhere to go. +14. **Meridian orders are Line 2 only**, and this is absolute — no emergency override exists. *Check:* has anyone ever run Meridian on L1 in a crisis? + +### Durations + +15. **Stage rates in the table are reconstructed from your per-batch estimates**, which you flagged as partly guesswork. The *pattern* (whites fill-bound, L2 faster on whites, L1≈L2 on tints, specialty mill-bound) is yours; the numbers are mine. *Check:* the sheet's units/hour per product per line — that's a direct calibration and you already have it. +16. **Mix time identical across families and lines.** Never asked. Probably wrong for specialty. +17. **Fill noise LogNormal σ=0.06, jam 10% at 20–30 min, packaging stall 5% at 15–60 min.** Jam frequency is yours; the stall frequency is invented, and **I invented the stall/jam split entirely** — you described both but never separated them. *Check:* whether the CMMS distinguishes equipment faults from material starvation. It probably doesn't, in which case only your memory can separate them. +18. **QA test durations: white 3.5 h, tint 4.0 h, specialty 5.0 h**, LogNormal σ=0.25. Only "about four hours for whites" is yours; the family differences and the spread are invented. *Check:* lab lead, five minutes. +19. **QA sampling rule: first batch, every third, and always the last.** You said "per some number of batches"; the "always the last" is my inference from your "held up by its last batch". *Check:* lab lead. +20. **Changeover matrix as tabulated**, both layers. SHEET values are your recollection of a spreadsheet neither of us has seen. *Check:* open the spreadsheet. +21. **GUT layer: dark→light tint 0.58→1.25 h; tint→white 3.0→3.5 h (3.75 after dark); Line 1 ×1.15 on washdowns.** All your gut, quantified by me. *Check:* four timestamps on six changeovers — but run `TIME_BASIS` both ways *first*; if it changes no decision, don't bother. +22. **Changeover granularity: whole-line ≥2 h, cascading <1 h.** Unresolved — you were going to watch a rinse. **This materially changes the split-across-lines answer**, because cascading makes changeovers much cheaper for long runs. +23. **Crew is one indivisible 2-person server for all changeovers.** Unresolved — you'd half-noticed them working opposite ends of the line. If rinses can be split, two lines can rinse simultaneously and crew contention drops significantly. + +### Policies + +24. **Crew priority = Meridian-enabling first, then earliest promise at risk; non-preemptive.** From Scenario A and your follow-up that "Meridian first" is really shorthand for "most urgent first". *Check:* whether an in-progress changeover has ever been abandoned. +25. **A line missing the crew window waits for the crew's next shift start**, not merely until the crew frees up. From Scenario A. **This is the most punitive mechanism in the model** — it converts a 2-hour changeover into a lost overnight. +26. **Crew flex window (05:00–19:00) requires ≥8 h notice.** Invented; you said flexing is "a normal ask" without saying how much warning it needs. *Check:* ask the techs. **It directly governs whether an evening washdown happens or waits for morning**, which is the core of your headline decision. +27. **QA jump: front-of-queue, non-preemptive, 0.6 tokens/week, refusal probability 0.15 × jumps-used-this-month.** The 2–3/month is yours; the refusal curve is invented to reproduce the one time you backed off. +28. **Saturday overtime: triggered Wed 17:00, Meridian shortfall ≥1 shift, L1/L2 only, adds no lab or crew hours.** Trigger and timing are yours; **the "no lab cover" assumption is the one I most expect to be wrong in a useful direction.** *Check:* the ops director question you were going to ask. +29. **End-of-week charge = expected changeover into Monday's first job.** You described the behaviour ("ending clean-ish is a real thing I do"); the accounting is entirely my construct. *Check:* compare each Friday's finishing family to the following Monday's first job for the last few weeks. Without this the model cheats by leaving every line filthy on Friday. + +### Boundary conditions + +30. **40 orders/week arriving Sunday 23:00 as a single batch**, of which 6–8 Meridian. Yours. But **arrivals within the week are modelled as zero — nothing arrives mid-week.** Never asked. If urgent mid-week orders exist, they're a major missing disturbance. +31. **Order size distribution: Meridian LogNormal median 7,000 units; others median 2,500.** Derived from "one-third of volume from 6–8 of 40 orders". *Check:* the ERP pull directly. +32. **Promise dates 4–9 days after book date, uniform.** Pure invention — I never got commercial's padding. **This is the single most load-bearing unknown in the model**, because assumption 5 means idling is only penalised through due-date pressure. Too much padding and the model idles happily and tells you nothing. *Check:* ERP pull, book-date vs promise-date. +33. **ERP release lag: 24 h before promise date, ±12 h, same for all accounts.** Invented from "can lag by a day or so". **This is the mechanism that creates your headline dilemma**, so it deserves the release-timestamp field you added to the ask. +34. **Breakdowns: major outage 1 per line per 6 months, median 48 h / P90 120 h; bad filler jam 0.5/line-week, median 3 h.** Anchored only to "the mill motor took four days once" and "a bad one every couple of weeks". **Entirely invented rates.** *Check:* the CMMS export — this is what it's for. +35. **Repairs only progress during manned hours.** Never asked; plausible but could be badly wrong for a contracted motor rebuild. +36. **Simulation starts Monday 06:00 with all lines empty and clean, dressed for white.** Convenient, not real. *Check:* run a one-week warm-up before scoring, which is what I'd recommend regardless. +37. **No materials constraint.** You said you only watch for red flags. Means the model can never reproduce a resin shortage. *Check:* how often does a red flag actually stop a run? If more than once a quarter, it needs modelling. + +--- + +# C. WHAT THE MODEL DELIBERATELY LEAVES OUT + +**Left out because we ran out of time — these are real gaps, not simplifications:** + +1. **Batch contiguity and order splitting.** I never learned whether an order's batches must run contiguously on a line, or whether you can interleave two orders. The model currently assumes **contiguous** — once an order starts on a line, its batches run to completion before another order's batches begin. **This directly limits your run-size question.** The model can compare "whole order on L1" vs "half on L1, half on L2" as two allocations, and will correctly count the extra changeover on both lines — but it cannot represent the finer manoeuvres you might actually use, and if interleaving is possible in reality the model will overstate the cost of splitting. *This is the first thing to fix.* + +2. **The unwritten rules.** We never covered week-one mistakes, always/nevers, or rules that exist because of one bad incident. In my experience this category produces two or three constraints that invalidate otherwise-attractive schedules — the model will likely propose something that makes you say "we'd never do that," and each time it does, that's an unwritten rule surfacing. **Treat those moments as findings, not bugs**, and send them to me. + +3. **All historical data.** Neither the CMMS export nor the ERP order book arrived. Every arrival, promise-date, release-lag and breakdown number is invented (ledger 30–34). **Do not run the model for decisions until at least the order book is loaded** — assumption 32 in particular can make the whole thing tell you a comfortable lie. + +**Left out on purpose:** + +4. **Materials and the supply chain.** You don't schedule around them, so modelling them would add a large disturbance you don't control and can't act on. Revisit only if red flags stop runs more than rarely (ledger 37). +5. **Individual operators, skills and absence** — except where you named them as a constraint (the changeover crew, the lab, Line 3's qualified operator). Modelling the labour pool properly would double the model's size to answer a question you didn't ask. +6. **Quality failures and rework.** You never mentioned a batch failing QA, only waiting for it. If batches do occasionally fail, that's a missing feedback loop and a significant one — tell me. +7. **Warehouse, truck capacity and logistics beyond the release gate.** Trucks are a fixed daily departure. The one place logistics *does* bite — the credit/allocation release — is modelled explicitly, because it's your headline lever. +8. **Commercial's promise-date-setting behaviour.** Promise dates are exogenous input. If you later want to ask "should commercial pad more or less," that's a different model with this one inside it. +9. **Cost in dollars.** Everything is denominated in line-hours, because nobody could give me a dollar figure and a fake conversion would only add false precision. If finance produces a rate for changeover hours, the scoring function converts in one line. + +--- + +**If you do three things before the first real run, do these:** load the ERP order book (kills assumptions 31–33, the ones that can make the model lie comfortably); answer the batch-contiguity question in one sentence (unblocks your run-size question); and run `RELEASE_POLICY = STANDING_MERIDIAN` against the default (tests whether your headline dilemma is manufactured upstream of you, which is the cheapest finding available and doesn't need the data at all). + +Send me the exports and the answers to the flagged items when you have them, and I'll revise. Thanks — that was an unusually good interview to conduct; the cliff-and-slope answer in particular is the kind of thing most people can't articulate about their own judgement. + +--- + +**Expert (Marta)**: + +I really do have to stop here. Please produce the model now with everything you have. + +--- + +**Interviewer**: + +# COATINGS PLANT SCHEDULING MODEL — FINAL DELIVERABLE + +Complete and self-contained. Hand Section A to your modelling person; keep Section B for yourself. + +--- + +# A. THE MODEL + +A **coloured, timed Petri net with priority-resolved conflicts**. Tokens are *batches*; token colours carry order attributes; transitions are timed; shared resources and calendars are capacity-limited places. + +## A.0 Experiment switches + +| Switch | Values | Default | Purpose | +|---|---|---|---| +| `TIME_BASIS` | `SHEET` / `GUT` | `GUT` | Matrix standard times vs your padding | +| `CO_GRANULARITY` | `WHOLE_LINE` / `CASCADE` / `SPLIT_BY_SIZE` | `SPLIT_BY_SIZE` | Whole-line for washdowns ≥2 h, cascade for rinses <1 h *(unresolved)* | +| `CREW_MODE` | `ONE_SERVER` / `SPLIT_ON_RINSE` | `ONE_SERVER` | Can the two techs run two rinses at once *(unresolved)* | +| `RELEASE_POLICY` | `TRUCK_CONFIRMED` / `STANDING_MERIDIAN` | `TRUCK_CONFIRMED` | The logistics lever | +| `SAT_LAB_COVER` | `OFF` / `ON` | `OFF` | Does Saturday OT include a lab analyst | +| `SEQ_RULE` | `CAMPAIGN_FIRST` / `DUE_DATE_FIRST` / `CAMPAIGN_WITH_MERIDIAN_OVERRIDE` | `CAMPAIGN_FIRST` | Your current policy is default | +| `EOW_CHARGE` | `ON` / `OFF` | `ON` | End-of-week dirty-line charge; OFF lets the model cheat | + +## A.1 Colour sets + +``` +FAMILY = { WHITE, TINT, SPECIALTY } +DEPTH = { NA, LIGHT, DARK } +ACCOUNT = { MERIDIAN, OTHER } +LINE = { L1, L2, L3 } + +SKU = { skuId, family, depth, meridianQual, l3Qual } +ORDER = { oid, account, sku, qty, bookTime, releaseTime, promiseTime, + wholeWeek, line, nBatches } +BATCH = { oid, idx, of, units, sku, account, promiseTime, testFlag, startedAt } +SETUP = { line, sku, family, depth } +TECH, ANALYST = unit tokens +``` + +## A.2 Places + +**Order level:** `P_Book` → `P_Allocated` → `P_Releasable` → `P_OrderDone` → `P_Shipped` (all ∞). + +**Per line L ∈ {L1,L2,L3}:** + +| Place | Cap | +|---|---| +| `P_MixQueue_L` | ∞ | +| `P_Mixing_L` | 1 | +| `P_Tank_MixMill_L` | TANKCAP | +| `P_Milling_L` | 1 | +| `P_Tank_MillFill_L` | **L1 = 1** (your backup), L2/L3 = 2 | +| `P_Tinting_L` | 1 | +| `P_Tank_TintFill_L` | TANKCAP | +| `P_Filling_L` | 1 | +| `P_SetupState_L` | 1 (what the line is dressed for) | +| `P_LineIdleClean_L` | 1 iff all stages empty | +| `P_LineUp_L` | 1 iff not broken down | +| `P_ShiftOpen_L` | 1 iff shift manned | +| `P_COinProgress_L` | 1 during whole-line changeover | + +**Shared:** `P_CrewPool` (2 TECH), `P_CrewShift` (1 — its *absence* is the 2 a.m. black hole), `P_QAHold` (∞), `P_LabAnalysts` (2), `P_LabShift` (1 — its absence is the Friday-evening trap), `P_Testing` (2), `P_QAReleased` (∞), `P_JumpBudget` (0.6 tokens/wk). + +## A.3 Transitions + +### Arrival and release + +| Transition | Trigger | Effect | +|---|---|---| +| `T_BookLands` | Sun 23:00 weekly | ~40 ORDERs → `P_Book` | +| `T_Allocate` | Mon 07:00 | Sets `line` (guards below), `nBatches = ceil(qty/VESSEL(line))` → `P_Allocated` | +| `T_ERPRelease` | at `releaseTime` | → `P_Releasable`. **This transition is what creates your idle-vs-washdown dilemma.** Under `STANDING_MERIDIAN`, Meridian releases at allocation instead | +| `T_Explode` | line queue accepts | Emits `nBatches` BATCH tokens; sets `testFlag` | + +**Hard allocation guards:** +``` +account = MERIDIAN ⇒ line = L2 (audit qualification) +family = SPECIALTY ⇒ line = L1 (L2 not piped for clears) +line = L3 ⇒ sku.l3Qual (validated-SKU list) +``` + +### Production (per line, per batch) + +Paired `T_Start__L` / `T_End__L`. Start requires: batch available (per `SEQ_RULE`), stage free, `P_SetupState_L` matches SKU, `P_ShiftOpen_L`, `P_LineUp_L`, no `P_COinProgress_L`. +`T_EndMill_L` **blocks if `P_Tank_MillFill_L` is full** — this reproduces Line 1's mill backup. + +**Rates (units/hour):** + +| Stage | WHITE | TINT | SPECIALTY | +|---|---|---|---| +| Mix (all) | 3600 | 3600 | 3600 | +| Mill (all) | 2900 | 1450 | 480 (L1) | +| Tint/letdown | 12000 | 1450 | 2400 | +| **Fill L1** | **700** | 700 | 650 | +| **Fill L2** | **950** | 800 | n/a | +| **Fill L3** | **900** | 800 | n/a | + +This reproduces: whites fill-bound, L2 ~35% faster than L1 on whites, **L1 ≈ L2 on tints** (the thing you noticed and couldn't explain), specialty mill-bound. + +**Vessels (units/batch):** L1 = 1,100 · L2 = 1,650 · L3 = 1,350 *(the one you said not to quote)*. + +**Fill disruption — fat right tail, thin left:** +``` +Noise ~ LogNormal(median 1.00, σ 0.06) +JamAdder = 0 w.p. .90 ; U(0.33, 0.50) h w.p. .10 (filler jam) +StallAdder = 0 w.p. .95 ; U(0.25, 1.00) h w.p. .05 (packaging/labels) +``` +Jams and stalls kept separate — the warehouse restock may be the cheaper fix. + +### Changeover + +`T_Changeover_L` fires when the next selected batch's SKU ≠ `P_SetupState_L`. + +- **WHOLE_LINE** (≥2 h washdowns): requires `P_LineIdleClean_L` (line fully drained) + 2 TECH + `P_CrewShift`. +- **CASCADE** (<1 h rinses): four sub-transitions `T_CO_{Mix,Mill,Tint,Fill}_L`, each needing only its own stage empty and 1–2 TECH per `CREW_MODE`; the new order follows the cleaning down the line. + +**Matrix (hours):** + +| From → To | SHEET | GUT | +|---|---|---| +| WHITE → WHITE same SKU | 0.25 | 0.25 | +| WHITE → WHITE diff SKU | 0.42 | 0.42 | +| WHITE → TINT | 0.75 | 0.75 | +| TINT → TINT (light→light, dark→dark) | 0.58 | 0.58 | +| TINT → TINT **dark→light** | 0.58 | **1.25** | +| **TINT → WHITE** | **3.00** | **3.50** (3.75 after dark) | +| any ↔ SPECIALTY | 2.00 | 2.00 | +| L1 multiplier, changeovers ≥2 h | 1.00 | **1.15** | + +**The punitive mechanism:** because changeover needs `P_CrewShift`, a line that misses the crew window waits for the crew's **next shift start**, not for the crew to free up. Your Scenario-A Line 1 loses the whole overnight, not two hours. This emerges from the net structure — no special rule. + +### QA + +| Transition | Requires | Duration | +|---|---|---| +| `T_Sample` | batch in `P_QAHold`, ANALYST, `P_LabShift` | WHITE 3.5 h / TINT 4.0 / SPECIALTY 5.0, LogNormal σ 0.25 | +| `T_Release` | test done | instant | +| `T_Jump` | Meridian-critical + jump token | Front of queue, **non-preemptive**; `P(refuse) = min(0.8, 0.15 × jumps_this_month)` | + +**Sampling:** first batch always, every 3rd thereafter, **last batch always** — this is what makes an order hostage to its last batch. + +### Ship, score, break + +`T_OrderComplete` (all batches released) → `T_Ship` (at truck departure) → `T_ScoreOrder`. +`T_EndOfWeekCharge` fires Fri 22:00, charging each line for the changeover Monday's first job would need. + +| Breakdown | Rate | Duration | +|---|---|---| +| Major outage (mill-motor class), removes `P_LineUp_L` | 0.038/line-week | LogNormal median 48 h, P90 120 h | +| Bad filler jam, blocks `P_Filling_L` | 0.5/line-week | LogNormal median 3 h, P90 6 h | + +Repair progresses only during manned hours. + +## A.4 Calendars + +| Gate | Pattern | +|---|---| +| `P_ShiftOpen_L1/L2` | Mon–Fri 06:00–22:00 (handover mid-batch allowed) | +| `P_ShiftOpen_L3` | Mon–Fri 06:00–14:00 | +| `P_CrewShift` | Mon–Fri 07:00–15:30; extends 05:00–19:00 if changeover pre-arranged ≥8 h ahead | +| `P_LabShift` | Mon–Fri 07:00–17:00 | +| Saturday OT | Adds L1 or L2 Sat 06:00–18:00; requires trigger by Wed 17:00; **adds no lab, no crew** unless `SAT_LAB_COVER = ON` | +| Trucks | Depart 06:00, Mon–Fri | + +## A.5 Policy layer (every rule swappable) + +**1 — Crew contention.** Key: `(Meridian-enabling DESC, earliest promise-at-risk ASC)`. **Non-preemptive.** Loser waits for crew *and* shift. + +**2 — Batch sequencing (`SEQ_RULE`).** `CAMPAIGN_FIRST` (yours): group by family; within campaign, earliest promise; break campaign only if a due date would actually be missed. Alternatives: pure due-date; campaign with Meridian override. + +**3 — Idle vs washdown** *(your headline decision, implemented literally from Q10)*: +``` +IF (wash_away + wash_back) touches ANY Meridian ship window + THEN idle (* the cliff *) +ELSE IF gap_hours ≥ (wash_away + gap_job_runtime + wash_back) + THEN take the gap job +ELSE idle +``` + +**4 — Lab queue.** FIFO, except jump tokens. Displaced work waits, and near week's end may hit the Friday trap — that is the true cost of a jump. + +**5 — Saturday ask.** Wed 17:00: if a Meridian order's projected completion misses its window by ≥1 shift, request OT on L1/L2. Non-Meridian shortfalls trigger nothing (your Coastal case). + +## A.6 Scoring — unit is one line-hour + +``` +Changeover = 1.0 × changeover_hours +Idle = 0 (invisible on paper; bites only via the clock) + +Meridian late = 200 (step, on missing the truck) + 1.0 × hours_late +Other late = 0 h ≤ 4 + = 0.5 × (h − 4) 4 < h ≤ 24 + = 10 + 4.0 × (h − 24) h > 24 +Whole-week req. = ×2 on the above + +End-of-week = expected changeover hours from each line's Friday state + into Monday's likely first job +``` + +**Board metric reported separately:** binary on-time % vs promise date — so you can tell your boss what the board will say. + +*Calibration against your own bets:* Meridian 6 h late = 206 ≫ 4 changeover-hours → you idle. Coastal 6 h late = 1.0 < 4 → you take the tint job. Coastal 48 h late = 106 ≫ 4 → you don't. Cliff and slope, reproduced. + +## A.7 Experiments → your three questions + +| Question | Run | +|---|---| +| *"Line 1's mill motor takes four days — what slips?"* | Inject 96 h `P_LineUp_L1` outage at various points; compare re-allocation policies. **Watch specialty: it has nowhere to go** (guard: specialty ⇒ L1), so it appears as a hard block, not a delay | +| *"Idle an hour or wash down?"* | Sweep Conflict-3 rule × `RELEASE_POLICY`. **Run `STANDING_MERIDIAN` first** — hypothesis is that most of these dilemmas are manufactured by release timing, not by your scheduling | +| *"Where are my changeover hours going?"* | Changeover-hours ledger by line × transition × cause; then `SEQ_RULE` sweep; cross with `TIME_BASIS` — if your gut padding changes no decision, don't bother timing changeovers | +| *(bonus)* | `SAT_LAB_COVER` OFF vs ON — tests whether this year's Saturdays bought you anything given a shut Monday-ward lab | + +**Validation when data lands:** replay 26 weeks; target (a) ~75% utilisation, (b) **30–40 changeover-hours/month** — your ops director's number, the best anchor you gave me — (c) board on-time % matching history. Low changeover-hours ⇒ `CO_GRANULARITY` or sequencing is wrong. + +--- + +# B. ASSUMPTION LEDGER + +Mine, not yours. **Bold = load-bearing.** + +**Scoring** +1. Lateness in hours vs promise date (board is binary but can't express your cliff/slope). *Check: ERP promise vs ship dates.* +2. **Meridian = 200-hour step at "misses the truck", +1.0/h after. I defined the window as truck departure 06:00, not end-of-promise-day.** *Check: one sentence from you — several tight cases flip.* +3. Non-Meridian: free <4 h, 0.5/h to 24 h, 4.0/h beyond. Invented shape from your Coastal answer. *Sensitivity-test the kink.* +4. Whole-week multiplier ×2. Pure invention. +5. Idle costs zero (your Q8). Makes arrival/due-date realism load-bearing. +6. Changeover = pure lost line time, no wage/solvent. *Check with finance what the 40-hours line item contains.* +7. **The 200:4 ratio was reverse-engineered from your two bets, not elicited.** *Check by putting three more of your own bets to it.* + +**Structure** +8. Four stages, identical topology on all three lines (you walked me through L2 only). +9. **Tank caps: L1 mill→fill = 1 batch, others = 2.** *Check: nameplate ÷ batch size.* +10. Vessels 1,100 / 1,650 / 1,350 — **L3 is the one you said not to quote.** *Check: 30 seconds at the vessel.* +11. 14 SKUs as 4 white / 8 tint / 2 specialty, tint depths assigned arbitrarily. *Check: SKU master — also tells me which tints are dark.* +12. L3's two unqualified tint SKUs — your count, my choice of which. *Check: quality's validation list.* +13. **Specialty on L1 only. I never asked whether L3 can run specialty — if it can, the mill-motor answer changes materially.** +14. Meridian ⇒ L2 is absolute, no emergency override. *Check: has it ever been broken?* + +**Durations** +15. **Stage rates reconstructed from your estimates. The pattern is yours; the numbers are mine.** *Check: the sheet's units/hour per product per line — direct calibration, you already have it.* +16. Mix time identical across families/lines. Never asked; probably wrong for specialty. +17. **The jam/stall split is entirely my decomposition** (you described both, never separated them); stall frequency invented. *Check: whether CMMS distinguishes faults from material starvation — it probably doesn't.* +18. QA 3.5/4.0/5.0 h by family, σ 0.25 — only "about four hours for whites" is yours. *Check: lab lead, 5 min.* +19. Sampling = first, every 3rd, **always last** (my inference from "held up by its last batch"). +20. SHEET matrix = your recollection of a spreadsheet neither of us has opened. *Check: open it.* +21. GUT layer quantified by me from your instincts. *Check: time six changeovers — but run `TIME_BASIS` both ways first; if nothing changes, don't bother.* +22. **`CO_GRANULARITY` unresolved — you were going to watch a rinse. This materially changes the split-across-lines answer.** +23. **`CREW_MODE` unresolved — you'd half-noticed the techs working opposite ends. If rinses split, crew contention drops significantly.** + +**Policies** +24. Crew key = Meridian-enabling, then earliest at risk; non-preemptive. *Check: has an in-progress changeover ever been abandoned?* +25. **A line missing the crew window waits for next shift start. Most punitive mechanism in the model — it turns a 2 h changeover into a lost overnight.** +26. **Crew flex needs ≥8 h notice — invented. Directly governs whether an evening washdown happens or waits for morning, i.e. the core of your headline decision.** *Check: ask the techs.* +27. Jump budget 0.6/wk with rising refusal — 2–3/month is yours, the refusal curve is invented to reproduce the one time you backed off. +28. **Saturday OT adds line hours only, no lab, no crew. The assumption I most expect to be wrong in a useful direction.** *Check: the ops director question.* +29. **End-of-week charge is my accounting construct** for behaviour you described. *Check: compare Friday's finishing family to Monday's first job over recent weeks.* Without it the model cheats by leaving every line filthy on Friday. + +**Boundary conditions** +30. **40 orders arrive Sunday 23:00 in one batch; nothing arrives mid-week.** Never asked. If urgent mid-week orders exist, that's a major missing disturbance. +31. Order sizes: Meridian median 7,000 units, others 2,500 — derived from your one-third-of-volume figure. *Check: ERP directly.* +32. **Promise dates 4–9 days after book date, uniform — pure invention, and the single most load-bearing unknown.** Because idle is only penalised via due-date pressure, too much padding makes the model idle happily and tell you nothing. *Check: ERP book-date vs promise-date.* +33. **ERP release lag 24 h ± 12 h before promise, same for all accounts — invented, and it's the mechanism that creates your headline dilemma.** *Check: the release-timestamp field you added to the ask.* +34. **Breakdown rates entirely invented**, anchored only to "the motor took four days once" and "a bad one every couple of weeks." *Check: the CMMS export — this is what it's for.* +35. Repairs progress only in manned hours. Never asked; could be wrong for a contracted rebuild. +36. Starts Monday 06:00, all lines empty, clean, dressed for white. *Use a one-week warm-up before scoring regardless.* +37. No materials constraint (you only watch for red flags). *Check: if red flags stop runs more than quarterly, this needs modelling.* + +--- + +# C. WHAT THE MODEL LEAVES OUT + +**Gaps from stopping early — real, not simplifications:** + +1. **Batch contiguity / order splitting.** The model assumes an order's batches run **contiguously** on a line. It can compare "whole order on L1" vs "split across L1 and L2" and will correctly charge the extra changeover on both — but it can't represent interleaving. **If interleaving is possible in reality, the model overstates the cost of splitting, which is exactly your run-size question.** *Fix this first — it's one sentence from you.* + +2. **The unwritten rules.** Never covered. Expect the model to propose schedules that make you say "we'd never do that." **Treat each of those as a finding, not a bug** — that's an unwritten rule surfacing. + +3. **All historical data.** Neither export arrived. Every arrival, promise date, release lag and breakdown figure is invented (30–34). **Don't make decisions on the model until at least the order book is loaded** — assumption 32 can make it tell you a comfortable lie. + +**Deliberate exclusions:** + +4. **Materials/supply chain** — you don't schedule around them; modelling them adds noise you can't act on. +5. **Individual operators, skills, absence** — except where you named them as constraints (crew, lab, L3's qualified operator). Modelling the labour pool would double the size to answer a question you didn't ask. +6. **Quality failures and rework** — you never mentioned a batch *failing* QA, only waiting for it. If they do fail, that's a missing feedback loop and a significant one. +7. **Warehouse and truck capacity** — trucks are a fixed daily departure. The one place logistics bites, the release gate, *is* modelled, because it's your headline lever. +8. **Commercial's promise-date behaviour** — exogenous. "Should commercial pad more or less" is a different model with this one inside it. +9. **Dollars** — everything is in line-hours, because nobody could give a dollar figure and a fake conversion adds only false precision. One line converts it if finance produces a rate. + +--- + +**Three things before your first real run:** + +1. **Load the ERP order book** — kills assumptions 31–33, the ones that can make the model lie comfortably. +2. **Answer batch contiguity in one sentence** — unblocks the run-size question. +3. **Run `RELEASE_POLICY = STANDING_MERIDIAN` against the default** — tests whether your headline dilemma is manufactured upstream of you. It's the cheapest finding available and needs no data at all. + +Send the exports and the flagged answers whenever you have them and I'll revise. 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My boss wants a simulation model of how we\nschedule production, so we can test scheduling decisions before making them. We have tooling\nthat runs Petri-net-style process models, so the end product should be a model I can hand to\nthat — but I can't tell you much about the format, I'm not the modelling person.\n\nPlease interview me about how our operation works, and then produce the model." + }, + { + "role": "assistant", + "content": "Good — a Petri-net-style engine is a fine target for this; I'll build a coloured/timed Petri net (places, transitions, token colours carrying order attributes, timed transitions with distributions) and describe it precisely enough that a modelling person can load it. The format details I'll handle; what I need from you is how the plant actually works.\n\nLet me start with **why the model exists**, because that determines how deep I dig everywhere else. Four opening questions:\n\n1. **The decision.** When your boss says \"test scheduling decisions before making them\" — what decisions specifically? Are we talking about sequencing/campaign order on a line, how much to batch, when to promise a customer a date, how many changeovers to accept per week, staffing, something else? Give me one or two real decisions you've argued about in the last couple of months.\n\n2. **The questions.** If the model could answer three questions on demand, what would you ask it? (Phrase them the way you'd actually ask.)\n\n3. **What \"better\" means.** How is your schedule judged today — formally (a KPI on a board) and informally (what gets you a phone call)? If you had to trade one late order against extra changeover hours, or against inventory, do you have any sense of the exchange rate?\n\n4. **Scope in time and space.** Does \"how we schedule production\" mean one line, one building, or the whole plant including raw material and filling/packing? And over what horizon do you schedule — a shift, a week, a month?" + }, + { + "role": "user", + "content": "Good questions — let me actually think about these instead of giving you the tidy version.\n\n1. **The decision.** The one my boss keeps poking at is the idle-vs-washdown thing. Two weeks ago I had Line 2 finish a white run at 2pm, next Meridian order not ready to release till the next morning, and the only other thing queued was a small tint job. I sat the line for a couple hours rather than wash it down and then wash it back for the next white. He wants to know if that was the right call or if I just got lucky. The other one is run-size — commercial keeps asking if we can split big orders across two lines to hit dates, and I never know if that's actually faster once you count the extra changeover, or if I'm just moving the pain around.\n\n2. **Three questions, the way I'd actually ask them:**\n - \"If Line 1's mill motor takes four days again, what do I move and what slips?\"\n - \"Is it cheaper to hold a line idle for an hour waiting on a same-family order, or just wash down?\"\n - \"Where are my changeover hours actually going, and would reordering this week's runs get me any of them back?\"\n\n3. **\"Better.\"** Formally, ops director looks at on-time-ship percentage on a board, and changeover hours as a line item cost. Informally — the phone call I get is always about Meridian. Nothing else really generates a call, honestly, other accounts just slip and commercial handles it quietly. Exchange rate between late orders and changeover hours — no, I don't have a number, I wish I did. If you pushed me I'd say I'd eat an extra hour of changeover before I'd risk Meridian, but past that it's a gut call, not a formula.\n\n4. **Scope.** Whole plant, all three lines — they share the changeover crew so you can't really look at one in isolation anyway. Materials I mostly just watch for red flags, I don't actively schedule around them unless something's already short. Horizon is the week — the demand book lands weekly, but I'm re-juggling it basically every day at the huddle, and the mill motor thing showed me plans can blow up inside a single shift." + }, + { + "role": "assistant", + "content": "That's the useful version, thank you — especially the idle-vs-washdown case, because that's a decision the model has to be able to *represent*, not just report on. Let me pin down the objective function a bit harder before we go structural, because your three questions imply things you haven't said yet.\n\n**On \"better\":**\n\n5. **On-time-ship.** Measured against what date — the date commercial promised the customer, or the date the customer asked for? And what's the unit of lateness that counts: a day, a shift, an hour? If an order ships one day late does it count the same as five days late on your board?\n\n6. **Meridian.** Roughly what share of your volume and of your order count is Meridian? Is *every* Meridian order phone-call-worthy, or is it specific products/sites? And when you say \"risk Meridian\" — is the risk lateness, or is it something else (quality, a specific short lead time, an audit)?\n\n7. **Changeover hours as a cost line.** Do you know the number they use — dollars per changeover hour, or per washdown? Even the order of magnitude, and whether it's mostly crew time, mostly solvent/waste disposal, or mostly lost line time.\n\n8. **Idle.** Does idle line time cost anything on anyone's board, or is it invisible until it turns into a late order? That matters a lot for question two — if idle is free on paper, the model will always prefer idling and you won't learn anything.\n\nAnd one on your third question, which is really an accounting question:\n\n9. **\"Where are my changeover hours going\"** — do you currently have any record of actual changeover durations, or is it all standard times from a matrix? If there's a matrix, I want it later; if it's in your head, I want that instead, because the head version is usually the true one." + }, + { + "role": "user", + "content": "5. **On-time-ship.** It's measured against the promise date — what commercial told the customer, not what the customer originally asked for. Commercial pads a bit already so there's some slack baked in before I even see it. As for unit — honestly the board just tracks \"on time or not,\" it's binary. One day late and five days late both just show up as a red mark in the weekly summary. Which annoys me, because a one-day slip on a small account is nothing and a five-day slip on a big one is a real conversation, but the board doesn't know the difference.\n\n6. **Meridian.** They're maybe a third of our volume by units — almost all base whites, a couple of tint SKUs too. Order count is smaller than that, they order in bigger batches than most. Not every single Meridian order gets a call — it's specifically anything that's going to miss the ship window, doesn't matter which SKU. The risk is purely lateness — they've got a vendor scorecard and a fine schedule, and if you're late enough often enough they start pulling shelf space. It's not a quality thing for them, it's a contract thing.\n\n7. Honestly? No, I don't know a dollar figure. I know it's treated as a cost because ops brings it up in the monthly review as hours, not dollars — \"we spent 40 changeover-hours this month, that's up from 30.\" Whether that's mostly crew wages or the fact the line's not running during that time, I couldn't tell you. My guess, and it's just a guess, is it's mostly the lost line time that matters to them, because the crew's paid either way, they're just idle or elsewhere.\n\n8. That's a good question and I don't think anyone's ever asked me it straight. I genuinely think idle is invisible on paper — nobody's tracking \"line 2 sat for 90 minutes\" as a number anywhere, it just quietly turns into either nothing (if I got away with it) or a late order (if I didn't). So yeah — if your model has a free lunch where idling costs nothing, it'll idle constantly and that won't match what actually happens, because eventually idling costs you the due date.\n\n9. It's a matrix, sort of — there's an old spreadsheet, family-to-family changeover standard times, that's what I use when I build the sheet. But it's a standard time, not an actual — nobody logs what a changeover really took unless it went badly wrong and someone complained. So the matrix is the \"should take\" number, and my gut adjustment on top of it is the \"actually takes,\" and the gut part is not written down anywhere." + }, + { + "role": "assistant", + "content": "Right. Let me co-construct the scoring, because you've given me the ingredients and I don't want to invent the weights silently.\n\nHere's my proposal, tell me where it's wrong:\n\n- **Score both ways.** The model reports the board metric (binary on-time %, vs promise date) *and* a \"true cost\" metric, because you've told me the board is wrong in a specific way (blind to magnitude and to account). Decisions get made on the true cost; the board number is there so you can tell your boss what the board *will* say.\n- **True cost = lateness penalty + changeover hours.** Lateness penalty scales with hours late and by account tier: Meridian weighted heavily, everyone else light. Changeover hours costed as lost line time, i.e. one changeover hour = one hour of line capacity gone.\n- **Idle is not directly costed.** It only hurts by consuming the clock and pushing things late. That matches what you described — but it means the model needs due dates and arrivals to be *realistic and tight*, or idling will look free. I'll come back to that.\n\nNow the exchange rate. I'm going to ask it as concrete bets rather than ask you for a number:\n\n10. **Meridian bet.** Line 2 just finished white. A Meridian white order is releasable tomorrow morning. There's a small tint job that would fill the gap but needs a wash down and a wash back — say 2 hours each way, 4 hours total. Taking the tint job makes the Meridian order finish 6 hours later than its ship window. Do you take the tint job? What if it only made Meridian 1 hour late? What if the changeover were 1 hour each way instead of 2?\n\n11. **Same bet, other account.** Same setup but the white order is Coastal, not Meridian, and it's their whole week's requirement. Does your answer change, and at what point?\n\n12. **Utilisation reality check.** In a normal week, how much of the three lines' available hours are actually consumed by running product? Half? Three-quarters? Flat out? And do you routinely work weekends or overtime, or is the week's capacity fixed?" + }, + { + "role": "user", + "content": "This is fair, and honestly it's already sharper than how I've ever had to think about it out loud. Let me try the bets.\n\n**10. Meridian bet.** No, I don't take the tint job — not if it makes Meridian six hours late. Six hours can tip into \"missed the truck,\" and that's a call I don't want to make. If it only made Meridian one hour late, I'd probably still not take it, because \"one hour late\" on my estimate has a habit of becoming three hours late by the time QA and the truck schedule get involved — I don't trust my own estimate that tightly. Where it gets interesting is your third variant: if the changeover were only an hour each way instead of two, so two hours total instead of four, and that only pushed things around rather than actually making Meridian late — yeah, then I'd take the tint job, because now it's basically free, I'm just filling a gap. So honestly the real threshold isn't a number of hours, it's: does it touch Meridian's window at all. If it doesn't, do it. If it does, don't, full stop. That's blunter than an exchange rate, I know.\n\n**11. Coastal instead.** Yeah, this changes things. Coastal's not on a scorecard, they're not going to fine us. If it's their whole week's order I'd still care — a full week's requirement matters even for a small account, because if I blow it I've got nowhere to slot them next week either. But I'd take the tint job even at six hours late for Coastal, honestly, as long as six hours doesn't turn into \"we missed by two days.\" Somewhere around a day late is where I'd start to feel bad about it. So there really are two different curves in my head — Meridian's is a cliff, everyone else's is a slope.\n\n**12. Utilization.** Rough guess — three-quarters, maybe. It's never flat out because there's always some changeover eating into it, and Line 3's day-shift-only limits it structurally. Weekends — we don't run them as standard, but if we're in a hole close to a Meridian date, ops director will approve Saturday overtime on Line 1 or 2, that's happened maybe four or five times this year. Line 3 overtime is rarer, mostly because it needs a qualified operator who's willing to come in, not just budget approval." + }, + { + "role": "assistant", + "content": "That's not blunter than an exchange rate — it's *more* informative. A cliff and a slope is a perfectly implementable penalty structure, and it's a real finding: it means your policy is lexicographic (protect Meridian's window absolutely, then optimise everything else), not a weighted sum. I'll build it that way.\n\nLet me record where we are on scoring:\n\n- **Meridian:** step penalty — huge fixed cost if the order misses its promise window at all; magnitude beyond that barely matters (a call is a call).\n- **Everyone else:** roughly linear in hours late, with the slope becoming noticeable around a day, plus an extra bump if the order is an account's whole-week requirement (because you can't recover next week).\n- **Changeover:** counted as hours of lost line capacity.\n- **Board metric:** binary on-time %, reported separately.\n\nNow let's get structural. **Walk me through one concrete order, end to end** — pick a real recent one, ideally a Meridian white, and narrate it from the moment it lands in your demand book to the moment it's on a truck. Don't tidy it. I want every place it sits and waits, every person or system that touches it, and every point where it could have gone a different way.\n\nSpecifically I want to hear, as you go: where does the order physically *wait*, who decides when it moves, and what has to be true before each step can start." + }, + { + "role": "user", + "content": "Okay, let me pull up... well, mentally pull up, one from a couple weeks back. It was a Meridian order, 8,000 units of VW-01, one of the base white golds. Let me walk it through.\n\n**Lands in the demand book.** ERP spits out the weekly book Sunday night, I see it Monday morning — SKU, quantity, ship date. That order had a Thursday ship window. It sits in the book, unallocated, until I get to it — the book doesn't prioritize itself, I have to look at all 40-odd orders and decide order.\n\n**I put it on the sheet.** Monday morning before the huddle I build the week's allocation — which line, roughly what day. Meridian white always goes Line 2, no debate, so that part's automatic. What's not automatic is *when* in the week — I look at what else Line 2's got queued, what family it's already running, and slot it in. For this one I put it Wednesday day shift, figuring Line 2 would be finishing a run of tinted colours Tuesday night, so there'd be a washdown Wednesday morning before it could start.\n\n**07:30 huddle.** I say out loud what's happening line by line. Someone from maintenance is there, someone from QA sometimes, the line leads. This is where reality intrudes — that Wednesday, the Line 2 lead mentioned the filler had been acting up over the weekend, nothing logged yet, just \"keep an eye on it.\" I made a mental note but didn't replan.\n\n**Materials check.** Before the run can start, I (or actually the line lead) confirms the resin and pigment for VW-01 are physically at the line — this is supposed to happen the day before, via a materials report I glance at each morning. That week it was fine, no shortage flagged.\n\n**Washdown.** Tuesday night the tint run finishes. The changeover crew — two techs, shared across all three lines — has to be free. That week they weren't busy elsewhere, so the tint-to-white washdown happened overnight, the full three hours plus, because it's the expensive direction. It has to be *fully* done, checked by a line tech, before mix can start — there's a sign-off, someone has to visually confirm no carryover.\n\n**Mix → mill → tint/letdown → fill.** Wednesday morning the actual run starts. VW-01 goes through the four stages. For a white, mix and mill go fast, tint/letdown is basically nothing since it's not being colored, and fill is where it actually spends its time — fill is the bottleneck for whites, like I said. That week the filler hiccuped for about 20 minutes mid-run — small jam, cleared it, lost time but not a disaster.\n\n**QA hold.** Once filled and packed, the pallets go into QA hold. Lab has to sample and release — for whites that's usually about four hours, but it depends on how backed up the lab is. That week it was mid-week, lab wasn't swamped, four hours held.\n\n**Ships.** Once released, warehouse pulls it for the Thursday truck. If QA release comes in Wednesday evening, it comfortably makes Thursday. If it had slipped — say the filler jam had been two hours instead of twenty minutes, or QA had a backlog — Thursday morning becomes tight, and that's the point where I'd be making calls, maybe asking QA to prioritize the pallet, maybe finding out if there's a later truck.\n\nWhere could it have gone differently: if the changeover crew had been busy with Line 3 that Tuesday night, the washdown slips to Wednesday morning and the whole run pushes into the day, eating into the QA buffer. If the filler jam had been the \"half a shift\" kind instead of the \"twenty minutes\" kind, same problem. Both of those are the ordinary ways a Meridian order gets tight — not exotic, just the normal noise of the plant landing on the wrong day." + }, + { + "role": "assistant", + "content": "That walkthrough gave me most of the skeleton. Let me nail the line topology first, because it determines whether this is a four-stage flow shop or a single occupancy block, and that changes the model shape completely.\n\n13. **Pipelining.** Mix → mill → tint/letdown → fill. When VW-01 is at fill, can the *next* order already be mixing on the same line? Or does one order own the whole line from mix through fill? If it can pipeline, is there physical buffer between stages — tanks, totes — and how many orders' worth?\n\n14. **Batch structure.** Was that 8,000 units one continuous run, or is it broken into batches (a mix vessel's worth) that move through as discrete lumps? If batches — what's a typical batch size relative to that order, and do all batches of an order have to finish before QA samples, or does QA sample per batch?\n\n15. **The three lines.** What can each run, and what can't it? You said Meridian white \"always goes Line 2, no debate\" — is that a hard qualification (Line 1 physically can't), a quality rule, or just habit? And what makes Line 3 different besides day-shift-only?" + }, + { + "role": "user", + "content": "13. **Pipelining.** Yes, it pipelines, that's basically the whole point of the tanks between stages. While fill's running on the tail end of one batch, mill can already be starting on the next batch of the *same* order, and mix even earlier than that. But it's not infinite — there's a small holding tank between each stage, and if the downstream stage is slower than upstream, the tank fills up and upstream has to stop. That's the Line 1 mill-to-fill tank problem I mentioned — it's small, so mill backs up waiting for fill to catch up, more than it should. On Line 2 and 3 the tanks seem adequately sized, I've never heard complaints about them. As for \"how many orders' worth\" — I'd say each tank holds maybe one batch, two if you're lucky, not more. It's not built to buffer a changeover-length gap, it's built to smooth the normal pipeline hiccups.\n\n14. **Batch structure.** Yeah, 8,000 units isn't one continuous pour, it comes off the mix vessel in batches — a mix vessel holds maybe 1,000-1,500 units' worth depending on the product, so that order was probably six, seven batches. They move through as discrete lumps, each one going through mill, tint, fill in sequence, pipelined behind each other like I said. QA doesn't wait for the whole order — they sample per batch, or actually I think it's more like per some number of batches, they don't test every single one if it's the same SKU running clean. But the pallets from the *last* batch still have to clear QA before the whole order can ship, obviously, so functionally the order's held up by its slowest/last batch through the system.\n\n15. **The three lines.**\n- **Meridian on Line 2** — this one really is a hard rule, not physics. Years back Meridian did an audit and specifically qualified Line 2's fill area for their whites — some paperwork thing about equipment. We could probably physically run their orders on Line 1, but nobody's going to risk it without redoing that qualification, and nobody's pushed for that.\n- **Line 1** is qualified for everything, including specialty — it's the old reliable, slower but flexible.\n- **Line 2** is fast, big-volume, but it was never piped for the clear resins specialty uses, so it flat-out can't run specialty — that's physical, not paperwork.\n- **Line 3** is newest and quick, but it's product-by-product qualified — there's a list, and I know two tint SKUs specifically aren't on it yet, someone in quality is slowly working through validating it for more. Day-shift-only is a separate constraint on top — that one's a staffing/overtime decision, not a capability one." + }, + { + "role": "assistant", + "content": "Good — that's a proper flow shop with finite buffers, and Line 1's small mill-to-fill tank is a real modelled constraint, not a footnote.\n\nNow the taxonomy, because your changeover matrix is keyed on it.\n\n16. **Families.** You've mentioned base whites, tints/tinted colours, and specialty. Is that the full family list as the changeover matrix sees it? How many SKUs roughly in each, and are there sub-distinctions *within* a family that change the changeover (e.g. dark tint → light tint worse than light → light)?\n\n17. **Changeover direction and cost.** You said tint→white is \"the expensive direction, full three hours plus.\" Give me the shape of that matrix as you carry it in your head: white→white (same SKU / different SKU), white→tint, tint→tint, tint→white, anything→specialty, specialty→anything. Standard times, and where your gut says the standard is wrong.\n\n18. **Does the changeover differ by line?** Same family transition on Line 1 vs Line 2 vs Line 3 — same hours, or does the bigger/faster line take longer to wash?" + }, + { + "role": "user", + "content": "16. **Families.** Yeah, that's the three the matrix runs on — base whites, tints, specialty. Roughly, of the 14 SKUs: whites are maybe 4-5 SKUs but they're the bulk of the volume, tints are the biggest count, maybe 7-8 different colors, and specialty is the small tail, 2-3 SKUs. Within tints there absolutely are sub-distinctions that matter but the matrix doesn't capture them well — going from a dark tint to a light tint is worse than light-to-light or dark-to-dark, because of exactly the same carryover logic as tint-to-white, just less extreme. The matrix just says \"tint-to-tint, X minutes\" flat, and I mentally add time if I know it's dark-to-light. That's gut, not written down.\n\n17. **The matrix, as I carry it:**\n- White→white, same SKU: basically nothing, a rinse, call it 15 minutes, mostly just checking nothing's off.\n- White→white, different SKU: 20-30 minutes, quick rinse — same family, no real risk.\n- White→tint: about 45 minutes. Going *into* pigment from clean is easy, you're not fighting carryover.\n- Tint→tint: depends on the direction like I said — light-to-light maybe 30-40 minutes, but dark-to-light I pad it, call it an hour, hour and a half even though the sheet says the same number as any tint-to-tint.\n- Tint→white: the bad one, full washdown, 3 hours plus. My gut says the matrix's \"3 hours\" is actually optimistic — I've seen it run closer to 3.5 more than once, especially after a dark tint.\n- Specialty in or out, either direction: about 2 hours. Doesn't matter which way, the clears are just fussy to purge either direction.\n\n18. **By line.** The matrix as written doesn't differentiate by line — same hours regardless. But my gut says that's wrong for at least one case: Line 1's washdowns seem to take a bit longer than the same transition on Line 2, and I've always figured it's because Line 1's older, more pipework, more places for carryover to hide. Nobody's ever timed it properly to confirm that though, it's just a feeling from watching it happen for years." + }, + { + "role": "assistant", + "content": "Useful — I'll model the standard matrix *and* your gut adjustment as separate layers, so you can run \"what if the standard times are real\" vs \"what if my padding is real\" and see whether it changes any decision. That's a cheap experiment and it tells you whether it's worth timing changeovers properly.\n\nNow durations of the actual work.\n\n19. **Run rates.** For each stage — mix, mill, tint/letdown, fill — how long does one *batch* take, and does it differ by family and by line? You said fill is the bottleneck for whites; is something else the bottleneck for tints or specialty (I'd guess mill or tint/letdown)? Give me per-batch hours as best you can, per line if they differ.\n\n20. **Batch size.** 1,000–1,500 units per mix vessel — does that vary by line as well as by product? Is Line 2's vessel bigger than Line 1's?\n\n21. **Variability.** Take the one you know best — a white batch on Line 2's fill. Typical duration? One time in ten it's worse than ___? One time in ten it's better than ___? And what causes the bad tail — the filler jams you mentioned, or something else?" + }, + { + "role": "user", + "content": "I'll be honest, this is where you're going to hit the edge of what I actually track — I know the *sheet* numbers, which are the \"should take\" numbers, and I know the vibe of how wrong they are, but per-batch-per-stage isn't something I've ever broken down that finely. Let me give you what I've got.\n\n**19. Run rates.** The sheet doesn't even really have stage-level rates — it has one number per product-per-line, \"units per hour,\" and I back into a run time from that. So if you want stage-by-stage I'm partly guessing based on watching the line.\n\nFor a white batch, say 1,200 units, on Line 2: mix is maybe 20 minutes, mill maybe 20-30, tint/letdown almost nothing since there's no color to add, and fill... fill is the long pole, I'd guess an hour, hour and a half for that batch size, because line speed is really a fill-head-count thing. On Line 1, same batch, mix and mill are similar, but fill is slower — maybe double, hour and a half to two hours, since Line 1's older equipment.\n\nFor tints, mill and tint/letdown both stretch out — you're actually incorporating pigment and it has to mix properly, so I'd guess mill is more like 40 minutes to an hour, tint/letdown similar, and fill is actually not that different from white fill rates, maybe a bit slower. That's the \"funny, Line 1 and Line 2 are nearly even on tints\" thing — I think it's because tint fill isn't as fast-head-dependent, but don't hold me to the mechanism, I'm guessing.\n\nFor specialty — this is the one I feel most confident about because it's so obviously different — mill is the slow one, could be two, three hours for a batch because the stuff is thick and has to be milled properly or it's ruined. Fill for specialty is actually fine, comparable to tint fill, it's not the bottleneck at all.\n\n**20. Batch size.** Yeah it varies. Line 2's vessel is bigger — I think it's closer to 1,500-1,800 units per batch, Line 1's more like 1,000-1,200, Line 3 I honestly am not sure, I think it's similar to Line 2 but smaller-side, maybe 1,200-1,500. Don't quote me hard on Line 3's number.\n\n**21. Variability — white batch, Line 2 fill.** Typical, like I said, an hour to an hour and a half. One time in ten it's worse — that's your filler jam scenario, tack on 20 minutes to half an hour for a small jam, or if it's a bad one, could eat the rest of the shift, but that's rarer than one-in-ten, that's more like once every couple weeks across the whole line, not per batch. One time in ten it's better — honestly not much better, maybe you shave ten minutes if everything's smooth, there's not a lot of upside slack in fill, it runs close to its rate when nothing's wrong. So the bad tail is real and fat, the good tail is thin. The cause of the bad tail is almost always the filler — jams, or waiting on packaging materials running low, that happens too, cases or labels not being restocked fast enough, that's more a warehouse problem than a line problem but it still stops the fill head." + }, + { + "role": "assistant", + "content": "That asymmetry — thin upside, fat downside — is exactly what I need; I'll use a right-skewed distribution rather than anything symmetric. And the packaging-materials stall is a distinct failure mode from a jam, so I'll keep them separate: you might discover the warehouse restock is a cheaper fix than the filler.\n\nNow resources and calendars, which your walkthrough showed are where the contention actually lives.\n\n22. **Changeover crew.** Two techs, shared across three lines. Do both techs work one changeover together, or can they split and do two changeovers at once? Are they on all shifts, or day only? And when a line finishes a run at 2am and needs a washdown — are they *there*, or do they get called?\n\n23. **Shifts.** What's the shift pattern per line — Line 1 and 2 running nights, Line 3 day only? How many shifts a day, how many days a week? Do lines run unattended across a shift boundary, or does the run stop and restart?\n\n24. **QA lab.** Who and how many, what hours? You said whites are \"usually about four hours\" — what does the tail look like when the lab's backed up, and what makes it back up? Does the lab work nights and weekends, or does a batch finishing at 11pm just sit until morning?" + }, + { + "role": "user", + "content": "22. **Changeover crew.** They usually work a changeover together, one crew, one job at a time — that's the actual constraint I was talking about, if two lines need one at once, someone waits. I don't think they physically *need* two people for a quick rinse, but for the big washdowns and the specialty purges, yeah, it's genuinely a two-person job, there's stuff to hold and stuff to check simultaneously. They're day shift, nominally, but they flex — if I know a washdown's needed overnight I ask them to stay late or come in early, that's a normal ask, not overtime-approval-required the way Saturday production is. If a line finishes at 2am with nobody expecting it and no changeover pre-arranged, it just sits dirty until someone's available — usually that means it waits till the day crew starts, so you lose the overnight hours you didn't plan to lose.\n\n23. **Shifts.** Line 1 and Line 2 run two shifts, so days and evenings, some weeks a skeleton night crew if we're behind, but that's not standard. Line 3 is day shift only, like I said, that's the default — overtime unlocks a second shift on any line but needs the ops director's sign-off. Within a shift, if a run's not done and the shift ends, generally it does keep running — there's a handover, second-shift operator picks it up mid-batch, the line doesn't need to be babysat every second, it just needs someone there. Between last shift ending and next one starting is the gap where nothing runs unless someone's specifically staying late — that's the 2am problem, that gap is a black hole for anything that needs a person, changeover crew or otherwise.\n\n24. **QA lab.** Two people, day shift basically, maybe a bit into evening if something's backed up, but nobody's in that lab at 2am or on weekends normally. Four hours is the typical hold-to-release for whites when the lab isn't backed up. What backs it up is exactly what you'd guess — everything landing on Wednesday/Thursday because that's when the week's runs tend to finish, so the lab gets a pile all at once. When it's backed up I've seen holds stretch to eight, ten hours, and if a batch finishes Friday evening or over a weekend, it can just sit until Monday morning — that's actually happened, and it's ugly, because now your Friday-finished order can't ship till Monday afternoon at the earliest, blown right through the week's window. That's probably the single biggest hidden Meridian risk, worse than the filler honestly, because it's totally invisible until it isn't.\n\n(Sorry — I've just seen the time, I have the floor huddle in ten minutes. How much more do you need?)" + }, + { + "role": "assistant", + "content": "Roughly three more rounds — call it 15 minutes total, not now. Here's the honest inventory so you can choose how to spend it.\n\n**Solid enough to build on:** objectives and the cliff/slope penalty structure; line topology and pipelining with finite tanks; families and the changeover matrix plus your gut layer; qualifications (Meridian↔Line 2, no specialty on Line 2, Line 3's SKU list, day-shift-only); stage durations at the accuracy you have them; the changeover crew as a single shared server; shift calendar and the overnight black hole; QA lab hours and the Friday-evening trap.\n\n**Still genuinely missing, in priority order:**\n\n1. **Policies at conflict points.** This is the biggest gap and the model is mostly worthless without it. Two lines want the changeover crew at once — who wins, and does an in-progress changeover ever get abandoned? How do you sequence orders *within* a line (due date? family campaigning? Meridian first?)? Can QA be told to jump a pallet, and does that cost someone else? What actually triggers the Saturday-overtime ask, and how late in the week can you still ask?\n2. **Breakdowns.** Your question one is literally \"if Line 1's mill motor takes four days again.\" I need failure frequency and repair duration for the mill motor class of event, the bad filler jam, and anything else that has ever taken a line down for more than a shift.\n3. **Arrivals and order shape.** ~40 orders/week — size distribution, split by family and by account, and how promise dates relate to the book date (how much slack does commercial actually pad in?). Plus: what gates \"ready to release\" — you said the Meridian order wasn't releasable till next morning, and I don't know what was holding it.\n4. **Order splitting and campaigning.** Do an order's batches have to run contiguously, or can you interleave? That's the whole substance of your commercial-wants-to-split-across-two-lines question.\n5. **The unwritten rules.** What would a new scheduler get wrong in week one; what you always/never do that's on no document; which rules exist because of something that went wrong once.\n\n**My recommendation:** give me 15 minutes later today or tomorrow on items 1, 4 and 5 — those are pure head-knowledge, nobody else in the plant can supply them, and item 1 is where your idle-vs-washdown question actually lives. Items 2 and 3 I can partly reconstruct: maintenance may have downtime records and the ERP has the order book, so point me at whoever holds those, or I'll put placeholder distributions in the assumption ledger clearly marked as invented.\n\nGo to your huddle. Tell me when, and whether you can pull the order book extract and any downtime log in the meantime." + }, + { + "role": "user", + "content": "Fair, that's a good split. Let's say tomorrow, same time, fifteen minutes — I'll block it so it doesn't get eaten by the huddle.\n\nFor the records: I'll ping the plant maintenance coordinator today for whatever CMMS downtime export he can pull — I know it exists, I've just never asked for it in this shape. And I'll get the order book pulled from ERP, that one's easy, it's just a report I don't normally bother running historically. If either of those comes back thin or ugly, flag it and I'll chase harder rather than let you guess quietly — I'd rather know where the model's standing on sand.\n\nSee you tomorrow." + }, + { + "role": "assistant", + "content": "Blocked in — tomorrow, fifteen minutes, items 1, 4 and 5. I'll come with those as concrete scenarios rather than open questions so we don't burn time.\n\nTo make the two data pulls useful first time, here's exactly what I need from each. Forward these verbatim if it's easier.\n\n**Maintenance coordinator — CMMS downtime export, last 12 months:**\n- One row per downtime event: line, equipment/stage (mix / mill / tint-letdown / fill / other), start timestamp, end timestamp or duration, short description, and planned-vs-unplanned flag if it exists.\n- I don't need cost, parts, or work-order text. I need *frequency and duration*, and specifically I need the long tail preserved — if the export truncates or buckets anything over 24 hours, that's the part I care most about, since your mill motor question lives there.\n- If the only thing he can give me is a list of the big ones from memory with rough dates, take it. Four data points about four-day outages beat four hundred about five-minute stops.\n\n**ERP — order book, last 26 weeks if it goes back that far:**\n- One row per order line: order ID, account, SKU, family if it's a field, quantity, date the order entered the book, promise date (the one on-time is scored against), actual ship date, and line it ran on if that's captured.\n- The two fields that matter most and are most likely to be missing are **date-entered-the-book** and **actual ship date** — without both I can't measure the slack commercial pads in, or reconstruct your real on-time rate. If either is absent, tell me and I'll ask you for the pattern from memory instead.\n\n**Flagging protocol, as you asked:** anything I can't get from those exports goes in a numbered assumption ledger with the value I invented, why, and the cheapest way for you to check it. Nothing gets smuggled in quietly.\n\nTwo things you can answer in ten seconds whenever, no rush — they'll save time tomorrow:\n\n- Does the ERP order book have a **\"release\" or \"firm\" status** separate from the promise date? (That's the thing that was holding your Meridian order until the next morning, and I still don't know what it is.)\n- Roughly how many of the ~40 weekly orders are Meridian?\n\nSee you tomorrow." + }, + { + "role": "user", + "content": "Both quick ones:\n\n**Release/firm status** — yeah, there's a field for it, I think it's literally called something like order status: pending, released, in-production, shipped. What was holding my Meridian order that morning specifically was a **credit/allocation hold** — logistics releases orders in batches once the truck's confirmed and the paperwork's clean, and that particular one hadn't been released yet when I wanted to start it, purely an admin timing thing, not a materials or capacity issue. It happens more than you'd think — I sometimes know an order's coming and want to slot it, but I can't actually pull the trigger till ERP says it's released, which can lag the promise date planning by a day or so.\n\n**Meridian count** — out of the ~40, I'd guess 6 to 8 are Meridian in a typical week. Fewer orders than their volume share would suggest, because like I said, they order big.\n\nI'll get both requests out today, verbatim. See you tomorrow." + }, + { + "role": "assistant", + "content": "Both useful — and the second one reframes the first.\n\n**The credit/allocation hold is a modelled object, not admin noise.** Your headline decision — sit Line 2 idle at 2pm Tuesday or wash down — only exists *because* the next white wasn't releasable yet. That gap isn't a scheduling artefact, it's manufactured by a release process you don't control. Which means the model can answer a question your boss didn't ask: how many idle-vs-washdown dilemmas would simply evaporate if logistics released a few hours earlier, or released Meridian orders on a standing basis rather than truck-by-truck. If that's the real lever, it's a phone call to logistics, not a scheduling change — much cheaper than anything you can do on the floor.\n\nSo I'm adding to tomorrow: **how long is the lag between \"I know it's coming\" and \"ERP says released\", how variable is it, and does it differ for Meridian?** If the ERP export has a released-date or status-change timestamp, that measures it directly — worth adding to your request while it's still unsent.\n\n**6–8 of 40 orders, one-third of volume** also tells me Meridian batches are roughly 2–3× everyone else's. That matters more than it sounds: big orders are many batches, many batches occupy a line for a long contiguous stretch, and a long stretch on Line 2 is exactly what makes everything else queue behind the cliff. I'll check that against the order book rather than assume it.\n\nTomorrow, in this order:\n\n1. **Conflict points** — I'll put four concrete scenarios to you: two lines wanting the crew simultaneously; how you sequence within a line; whether QA can be jumped and who pays; what triggers and what blocks the Saturday ask.\n2. **Splitting and campaigning** — must an order's batches run contiguously, and what actually happens when commercial asks to split across lines.\n3. **Unwritten rules** — week-one mistakes, always/nevers, and rules that exist because of one bad incident.\n\nThen I'll read back the whole model in summary, you correct it, and I build. Enjoy the huddle." + }, + { + "role": "user", + "content": "Good catch, actually — I hadn't thought about it that way, but you're right, if that's the real lever it's a much cheaper fix than anything I can do with the sheet. I'll add the released-date/status-change timestamp to the ERP ask, and I'll ask the logistics lead directly tomorrow what drives the timing on Meridian releases specifically — my gut says it's tied to truck booking confirmation, which they do a day or two out, but I've never actually asked why it's a day or two and not same-day.\n\nSee you tomorrow — 1, 2, 3 in that order works for me." + }, + { + "role": "assistant", + "content": "Perfect. Two things to make the logistics conversation pay off, since you're having it anyway:\n\n- **Ask what the release is actually waiting on** — truck booking confirmation, credit check, paperwork, or all three in sequence. If it's a chain, the binding one is usually not the one people name first.\n- **Ask whether a standing release for Meridian is possible** — i.e. release on the production plan rather than on truck confirmation, with the truck booked in parallel. If the answer is \"we've never been asked,\" that's your lever. If it's \"we tried it and stopped,\" find out what went wrong; that's a constraint I need to model.\n\nI'll come tomorrow with the four conflict scenarios pre-written, so you're reacting to concrete cases rather than generating from scratch. Fifteen minutes should hold if we don't wander.\n\nSee you then." + }, + { + "role": "user", + "content": "Will do — both of those are exactly the right questions, and I should've asked them myself years ago instead of just working around the gap. I'll bring back whatever logistics says, even if it's \"nobody's ever asked.\"\n\nSee you tomorrow." + }, + { + "role": "assistant", + "content": "Good luck with it.\n\nSo you're not generating from cold tomorrow, here are the four scenarios in advance — no need to prepare, just useful if you happen to read them before we talk. Answer them the way you actually behave, not the way the procedure would read.\n\n**A. Crew contention.** It's 18:00. Line 1 has just finished a specialty run and needs a 2-hour purge before its next job. Line 2 finishes a dark tint at 18:30 and the next thing on it is a Meridian white — a 3½-hour washdown. Both need the two techs, and the techs are already an hour past their nominal day. Who gets them, who waits, and what do you actually do about the loser?\n\n**B. Sequencing within a line.** Line 3 has four releasable orders queued Monday: two light tints due Thursday, one dark tint due Wednesday, one white due Friday. What order do you run them, and what would make you break that order?\n\n**C. Jumping QA.** A Meridian pallet finishes at 16:00 Thursday; the truck is Friday 06:00; the lab has six other batches ahead of it. You ask them to jump it. Do they? Who authorises it, what does the displaced work lose, and has anyone ever said no?\n\n**D. The Saturday ask.** What has to be true before you go to the ops director for Saturday overtime — how far behind, and how late in the week can you still ask before it stops helping? And is there a case where you'd have asked and deliberately didn't?\n\n**Interim assumption ledger** (things I've inferred or invented so far, all provisional — flagging now so none of it goes quiet):\n\n1. **Lateness scored in hours against promise date**, not days. *Assumed* — your board is binary, but a binary metric can't distinguish your own cliff/slope answer. *Check:* ship-date vs promise-date fields in the ERP pull.\n2. **Meridian penalty modelled as a step at \"misses the ship window\"**, magnitude-insensitive beyond that. *From your answer to Q10*, but \"ship window\" needs a definition — I've provisionally taken it as the truck departure, not end-of-promise-day. *Check:* tell me tomorrow if that's wrong.\n3. **Non-Meridian penalty linear in hours, kink upward around 24 hours**, plus a surcharge if the order is an account's whole-week requirement. *Assumed shape* from your Coastal answer. *Check:* none cheap — sensitivity-test it instead.\n4. **Idle time costs nothing directly.** *Your answer to Q8.* Consequence: results only mean anything if due dates and arrivals are realistically tight, so item 3 of tomorrow's list (arrivals) is load-bearing.\n5. **Changeover crew = one indivisible 2-person server**, one job at a time, day shift with discretionary flex. *From Q22*, but I've assumed the quick rinses also consume the full crew. *Check:* scenario A will probably settle it.\n6. **Line 3 batch size ~1,200–1,500 units.** *Your explicit \"don't quote me.\"* *Check:* mix vessel nameplate, 30 seconds on the floor.\n7. **Gut changeover padding modelled as a separate switchable layer** (dark→light tint +30–60 min; all Line 1 washdowns +~15%; tint→white standard 3h → 3.5h). *Your gut, not the matrix.* *Check:* time six changeovers with a phone; the model will tell you first whether it's worth doing.\n8. **Packaging-material stalls modelled separately from filler jams.** *My decomposition, not yours.* *Check:* whether the CMMS export distinguishes them — it may only log equipment faults, in which case the stalls are invisible and I'll need your memory instead.\n\nSee you tomorrow." + }, + { + "role": "user", + "content": "Read these on the way out, quick reactions before tomorrow so you're not starting cold either:\n\n**A.** Line 2 wins, no contest — Meridian white beats specialty purge every time, that's not even a hard call. What actually happens to Line 1 is it just sits dirty, purge waits till the crew's free, which given they're already an hour over means it probably doesn't happen till the next morning. So Line 1 loses that overnight slot entirely, not just two hours — the whole gap till someone's back on shift. I might quietly ask the techs to do a shortened version if I'm desperate, but that's rare and it makes maintenance nervous.\n\n**B.** I'd run dark tint first, then the two light tints together, white last — campaigning by family to save changeover, even though the dark tint isn't due till Wednesday and the white's not due till Friday. I'd only break that order if the white were needed sooner than Friday, or if Line 3 wasn't qualified for one of those SKUs yet, in which case it just doesn't go on Line 3 at all and I'm rearranging everything anyway.\n\n**C.** Usually yes, they jump it — I ask the lab lead directly, no formal authorisation, it's a favor system. Displaced work just sits longer, and if it's near end-of-week that can mean *that* batch is the one that hits the Friday-evening trap. Nobody's said no outright, but I've had the lab lead push back hard enough that I backed off once, when jumping it would've meant something else missing its own Friday truck.\n\n**D.** Behind by about a shift is roughly the trigger — if I can see Wednesday that a Meridian order won't make it without extra hours, I ask then. Asking Thursday or later usually doesn't help, not enough runway to get approval and staff it. I've had a case where I didn't ask even though I was tempted — a slip that would've needed Saturday overtime, but it was Coastal, not Meridian, and I judged it wasn't worth the argument with the ops director for a non-scorecard account. That one shipped a day late and nobody outside the plant noticed.\n\nAll good on the ledger — nothing jumps out as wrong. See you tomorrow." + }, + { + "role": "assistant", + "content": "Those four answers did a lot of work — A and D in particular. Three things they settled, and three new probes I'll fold into tomorrow rather than adding time.\n\n**Settled:**\n- **Crew priority is a strict rule, not a judgement:** Meridian-enabling changeover outranks everything. Non-preemptive, and the loser's penalty isn't the changeover duration — it's *the remainder of the gap until the crew is back on shift*. That's a much harsher cost than a queueing delay and it will show up strongly in results.\n- **Sequencing within a line is campaign-first**, not due-date-first — you deliberately ran the Wednesday-due dark tint ahead of nothing and the Friday white last to save changeovers. Due dates only break the campaign when they'd actually be missed.\n- **QA jumping is an informal, socially-limited resource**, and you've been refused once by being persuaded, which means it has a real budget.\n\n**New probes for tomorrow (short):**\n\n1. **Scenario A, variant:** same clash but *both* lines are waiting on Meridian whites. Is there a tiebreak, or is it whoever's due first? I need to know whether \"Meridian first\" is a rule or shorthand for \"most urgent first.\"\n2. **Scenario B, hidden bit:** you put white *last* on Line 3. Were you thinking about what the line has to run *next* week — leaving it in a good state? If you schedule with one eye on the following Monday, the model needs an end-of-horizon state value, or it will cheat by leaving every line filthy on Friday.\n3. **QA jump budget:** how often do you actually spend it — weekly, monthly? Once per week is a modellable allowance; unlimited is not.\n\n**And one finding from D worth testing, which I don't think you said out loud:** you get Saturday overtime approved on Line 1 or 2 — but the lab is day-shift, weekdays. So Saturday production may just queue for Monday's lab and arrive no earlier than if it hadn't run. Unless the Saturday ask *includes* a lab person, or the Friday-evening trap catches it anyway. Worth asking the ops director whether lab overtime has ever been part of that approval — if it hasn't, some of those four or five Saturdays this year may have bought you nothing.\n\n**Ledger additions:**\n\n9. **Changeover crew is non-preemptive** — an in-progress changeover is never abandoned mid-way for a higher-priority line. *Inferred from A.* *Check:* one word tomorrow.\n10. **A line that misses its changeover window waits until the crew's next shift start**, not merely until the crew is free. *From A.* This is the single most punitive mechanism in the model so far.\n11. **QA jump is front-of-queue, not preemptive** — the test in progress finishes. *Assumed.* *Check:* trivial, ask the lab lead.\n12. **Saturday overtime adds line hours only, not lab or changeover-crew hours.** *Assumed and probably wrong in at least one direction.* *Check:* the ops director question above.\n\nNothing needed before tomorrow. See you then." + }, + { + "role": "user", + "content": "Ha — the Saturday-lab thing is a genuinely good catch, I've never once thought about whether the lab covers it. I'll ask the ops director point blank tomorrow before our slot if I catch him.\n\nQuick gut reactions on the three probes, so tomorrow's faster:\n\n1. If both lines were waiting on Meridian whites, I think I'd go by whichever ships sooner — so yes, \"Meridian first\" is really shorthand for \"most urgent first,\" Meridian just happens to almost always be the most urgent thing in the room. I'd want to think about whether there's a case where I'd break that, but my instinct says urgency wins even within Meridian.\n\n2. Honestly — yes, guilty, I was thinking about Monday. Ending the week with Line 3 dirty from a white means Monday probably starts with a tint anyway and I've bought myself nothing; ending clean-ish or on a family that's likely to continue into next week is a real thing I do, even if I don't always say it out loud.\n\n3. QA jump — maybe two, three times a month, not every week. If it were weekly the lab lead would start pushing back the way she did that one time.\n\nSee you tomorrow, and nice catch on the lab." + }, + { + "role": "assistant", + "content": "Good — those three tighten a lot for free.\n\n**What they settle:**\n\n- **Priority rule is \"earliest ship window first, Meridian-weighted\"**, not a hard account hierarchy. That's better news than a strict rule: it's a single sortable key, so the model can implement your current policy *and* test alternatives (pure due-date, pure campaign, campaign-with-Meridian-override) without restructuring anything.\n- **You schedule with a terminal state value.** That's a real modelling requirement and I'd have got it wrong: without it, a week-long simulation happily ends with all three lines dirty on Friday, because the wash-back cost falls outside the window and the model never pays it. I'll add an end-of-week charge for leaving a line in a state that the following Monday's likely demand doesn't match — effectively \"what changeover would Monday have to buy.\" That also stops the model from recommending changeover-avoidance tricks that just push cost over the horizon.\n- **QA jump ≈ 2–3 per month** — a spendable allowance, roughly 0.6/week. Modelled as a budget with a refusal probability that rises as you spend it, which reproduces the lab lead pushing back.\n\n**Ledger additions:**\n\n13. **Changeover-crew priority key = earliest promise-date-at-risk, with Meridian ordered first among ties.** *From probe 1.* *Check:* if you find a real case where you'd knowingly let the sooner-shipping order wait, tell me — it would mean the key needs a second term.\n14. **End-of-horizon state value: each line charged at Friday close for the expected changeover into next week's likely first job.** *My construct, not your words — you described the behaviour, not the accounting.* *Check:* look at what actually ran Monday morning on each line for the last few weeks; if it usually matches Friday's family, my charge is roughly right.\n15. **QA jump allowance = 0.6/week, refusal probability rising with recent usage.** *From probe 3.* *Check:* none needed; sensitivity-test it.\n\n**Tomorrow's slot is now down to three things**, which should fit comfortably in fifteen minutes:\n\n1. **Splitting and campaigning** — must an order's batches run contiguously; what really happens when commercial asks to split across two lines; has it ever worked.\n2. **Unwritten rules** — week-one mistakes, always/nevers, the rules that exist because of one bad incident.\n3. **Whatever the two data pulls and your logistics/ops-director conversations turn up** — arrivals, release lag, breakdown durations, Saturday lab cover.\n\nThen I read the whole thing back and build. See you then." + }, + { + "role": "user", + "content": "Sounds right — see you tomorrow, I'll have the logistics and ops director answers plus whatever comes back from maintenance and ERP by then, even if it's partial." + }, + { + "role": "assistant", + "content": "Good. One request on the pulls, whatever shape they arrive in: send them raw rather than tidied. If the CMMS export is 900 rows of five-minute stops with four monsters buried in it, the monsters are the point and I'd rather find them myself than have them pre-summarised away. Same for the order book — I want the messy rows, the cancelled lines, the ones with blank promise dates. The gaps tell me what the plant doesn't record, which is itself a modelling input.\n\nIf either pull is late, we still run the slot: items 1 and 2 are pure head-knowledge and don't depend on the data. I'll build with flagged placeholders and swap them out when the exports land.\n\nSee you tomorrow." + }, + { + "role": "user", + "content": "Understood — raw and messy it is, no cleaning up on my end. I'll tell whoever's pulling it not to bother tidying, just dump what the system gives them.\n\nSee you tomorrow." + }, + { + "role": "assistant", + "content": "Understood — raw is right.\n\nI'll use the gap to draft the structural skeleton, so tomorrow's fifteen minutes goes entirely on splitting/campaigning, the unwritten rules, and the data — not on me reading back things you've already told me twice.\n\nOne thing you don't need to answer now, but it surfaced while I was laying out the net, and it's structural enough that I'd rather you see it coming than have me guess:\n\n**Is a changeover a whole-line event, or does it cascade stage by stage?** You told me the line pipelines — mix can start the next batch while fill finishes the last. But if the next batch is a *different family*, that can't be true unless the washdown happens stage-by-stage as each empties: mix gets cleaned first, then mill, then tint, then fill, with the new order following the cleaning down the line. The alternative is that the whole line drains, the crew washes everything, then the new order starts. Those two produce very different answers to your run-size question — the cascading version makes changeovers much cheaper for long runs, because the wash overlaps with the tail of the previous order. I suspect the truth is \"mostly whole-line for the big tint→white washdown, but the small rinses are more casual,\" but that's me guessing, and it's assumption 16 in the ledger until you tell me.\n\nProvisional skeleton, two minutes to eyeball — tell me tomorrow if the shape is wrong:\n\n- **Token = one batch**, carrying colour: order ID, account, SKU, family, tint depth, promise date, order's batch index and count.\n- **Per line, in series:** Mix → tank → Mill → tank → Tint/Letdown → tank → Fill → QA Hold → Released → Shipped. Tanks capacity 1 (Line 1 mill→fill) or 2 (Lines 2, 3), which is where your Line 1 backup comes from.\n- **Per line, one setup-state place** holding a token for the family/SKU the line is currently dressed for. Changeover transitions consume the crew, the old state token, and emit the new one.\n- **Shared resources as single-token places:** changeover crew (one indivisible 2-person server), lab (two analysts, day shift), each line's shift calendar as an availability gate. The overnight black hole falls straight out of the calendars — no special mechanism needed.\n- **Order release** as a source transition gated by the ERP release timestamp, which is the thing your idle-vs-washdown dilemma actually hangs on.\n- **Scoring** as sink-side observers: board metric (binary, vs promise), true cost (Meridian step + others' slope + changeover hours + end-of-week state charge).\n\n16. **Changeover granularity — whole-line vs cascading per stage.** *Assumed whole-line for washdowns ≥2h, cascading for rinses <1h.* *Check:* one question tomorrow; it materially changes the split-across-lines answer.\n\nSee you tomorrow." + }, + { + "role": "user", + "content": "That skeleton looks right to me at the level I can judge it — I recognize the plant in it, which is more than I expected to say about a diagram.\n\nOn the changeover granularity, since you asked me to sit with it: my honest instinct, without having ever watched it stage-by-stage on purpose, is that you're right — the big tint-to-white washdown really does feel like a whole-line stop, everything's dirty and everyone's waiting, nothing pipelines through it. The quick rinses I genuinely don't know if they cascade or not, I've just never watched closely enough to say, I always think of the line as \"down for 25 minutes\" rather than picturing what's happening stage by stage. I'll actually go stand at Line 2 for one of the small rinses before tomorrow and watch instead of guessing — that one's cheap to check and I'd rather give you a real answer than a guess dressed up as one.\n\nSee you tomorrow." + }, + { + "role": "assistant", + "content": "That's the right instinct, and it'll take you five minutes. So the observation is worth having, here's what to look for — otherwise it's easy to watch a rinse and come away with \"yep, took 25 minutes,\" which is what you already know.\n\n**Three things to note, in this order:**\n\n1. **Does mix restart before fill is clean?** That's the whole question. If you see the mixer running the new product while the fill head is still being wiped, it cascades. If everyone stands around until the last stage is signed off, it's whole-line.\n2. **Do both techs work the same stage, or split up?** For a quick rinse specifically — if one tech does mix and mill while the other does tint and fill, that's not just cascading, it's a *parallel* crew, and my \"one indivisible 2-person server\" assumption (ledger 5) is wrong for small changeovers. That would meaningfully change crew contention, because it would mean two quick rinses on two lines might actually be possible at once.\n3. **When does the clock actually start and stop?** Is the 25 minutes wall-to-wall from last-batch-out to first-batch-in, or is there dead time either side — waiting for the tech to arrive, waiting for a sign-off, waiting for the line lead to confirm? Dead time that isn't crew time is a different fix from crew time.\n\nIf you can, note the wall-clock times of each — start, first stage clean, last stage clean, next batch started. Four timestamps on your phone is enough.\n\nSee you tomorrow." + }, + { + "role": "user", + "content": "Good, that's specific enough that I'll actually catch something real instead of just confirming what I already believe. I'll grab those four timestamps and watch for the split-crew thing especially — I hadn't even considered they might work separate stages, but now you say it I think I actually have seen the two of them go to opposite ends of the line at once and just never registered it as meaningful.\n\nSee you tomorrow with real numbers instead of a vibe." + }, + { + "role": "assistant", + "content": "Good. One addition while you're standing there, since it costs nothing: **if you do see them split to opposite ends, note whether that's rinse-only or whether they'd split on a big washdown too.** My guess from what you said earlier — \"genuinely a two-person job, stuff to hold and check simultaneously\" — is that the big ones force them together and only the small ones allow splitting. If that's right, the crew is one server for washdowns and two for rinses, which is an easy thing to represent and a slightly awkward thing to discover later.\n\nAnd if what you see contradicts the skeleton, that's a good outcome, not a setback — it's cheaper to find it now than after I've built the net around it.\n\nSee you tomorrow." + }, + { + "role": "user", + "content": "Good point — I'll watch for exactly that distinction, whether the splitting is a rinse-only thing or whether they'd do it on a washdown too if they had reason to. And you're right, I'd much rather walk in tomorrow saying \"actually, no\" than have you build the whole thing around something I half-remembered.\n\nSee you tomorrow." + }, + { + "role": "assistant", + "content": "See you tomorrow.\n\nI'll have the net drafted to the point where only the open questions are holes — splitting/campaigning, changeover granularity, and the placeholder distributions for breakdowns and arrivals. Tomorrow: your three answers, the data if it's landed, then I read the whole thing back for correction and build." + }, + { + "role": "user", + "content": "I really do have to stop here. Please produce the model now with everything you have." + }, + { + "role": "assistant", + "content": "Understood. Here is the model as it stands, built on what you gave me, with everything I had to invent flagged rather than smuggled.\n\n**One honest caveat up front:** we stopped before covering three things I'd listed as material — order splitting/campaigning contiguity (your run-size question), the unwritten rules, and the two data pulls. The model is built and runnable without them, but two of your three headline questions are affected. I've said exactly where in Section C, and the ledger tells you which dials to turn when the data lands.\n\n---\n\n# A. THE MODEL\n\nA coloured, timed Petri net with priority-resolved conflicts. Tokens are **batches**; colours carry the order attributes; timed transitions carry the durations; shared resources are capacity-limited places; calendars are gate places. Everything is named in your vocabulary.\n\n## A.0 Global switches (set these per experiment)\n\n| Switch | Values | Default | Why it exists |\n|---|---|---|---|\n| `TIME_BASIS` | `SHEET` \\| `GUT` | `GUT` | Standard matrix times vs your padding. Running both tells you whether it's worth timing changeovers properly. |\n| `CO_GRANULARITY` | `WHOLE_LINE` \\| `CASCADE` \\| `SPLIT_BY_SIZE` | `SPLIT_BY_SIZE` | Whole-line for washdowns ≥2 h, cascading for rinses <1 h. Unresolved — you were going to watch a rinse. |\n| `CREW_MODE` | `ONE_SERVER` \\| `SPLIT_ON_RINSE` | `ONE_SERVER` | Whether the two techs can work two rinses at once. Unresolved — the thing you'd half-noticed. |\n| `RELEASE_POLICY` | `TRUCK_CONFIRMED` \\| `STANDING_MERIDIAN` | `TRUCK_CONFIRMED` | Models the logistics lever. This is the cheap-fix experiment. |\n| `SAT_LAB_COVER` | `OFF` \\| `ON` | `OFF` | Whether Saturday overtime includes a lab analyst. |\n| `SEQ_RULE` | `CAMPAIGN_FIRST` \\| `DUE_DATE_FIRST` \\| `CAMPAIGN_WITH_MERIDIAN_OVERRIDE` | `CAMPAIGN_FIRST` | Your current policy is the default; the others are the alternatives to test. |\n| `EOW_CHARGE` | `ON` \\| `OFF` | `ON` | End-of-week dirty-line charge. Off = the model cheats. |\n\n## A.1 Colour sets\n\n```\nFAMILY = { WHITE, TINT, SPECIALTY }\nDEPTH = { NA, LIGHT, DARK } (* tints only *)\nACCOUNT = { MERIDIAN, OTHER }\nLINE = { L1, L2, L3 }\n\nSKU = record { skuId : STRING,\n family : FAMILY,\n depth : DEPTH,\n meridianQual : BOOL, (* Line 2 fill-area qualification *)\n l3Qual : BOOL } (* on Line 3's validated list *)\n\nORDER = record { oid : STRING,\n account : ACCOUNT,\n sku : SKU,\n qty : INT,\n bookTime : TIME, (* Sunday 23:00 *)\n releaseTime : TIME, (* ERP status -> released *)\n promiseTime : TIME, (* the truck it must make *)\n wholeWeek : BOOL, (* account's whole-week requirement *)\n line : LINE, (* set by allocation *)\n nBatches : INT }\n\nBATCH = record { oid, idx, of : INT,\n units : INT,\n sku : SKU,\n account : ACCOUNT,\n promiseTime : TIME,\n testFlag : BOOL, (* does QA sample this one *)\n startedAt : TIME }\n\nSETUP = record { line : LINE, sku : SKU,\n family : FAMILY, depth : DEPTH } (* what the line is dressed for *)\n\nTECH = unit (* changeover crew member *)\nANALYST = unit (* lab *)\n```\n\n## A.2 Places\n\n**Order-level (plant-wide)**\n\n| Place | Contents | Capacity |\n|---|---|---|\n| `P_Book` | ORDER, status pending | ∞ |\n| `P_Allocated` | ORDER with `line` set, still pending ERP release | ∞ |\n| `P_Releasable` | ORDER, ERP-released, awaiting line | ∞ |\n| `P_OrderDone` | ORDER, all batches QA-released | ∞ |\n| `P_Shipped` | ORDER, on the truck | ∞ |\n\n**Per line L ∈ {L1, L2, L3}** (the flow shop, exactly as you walked it)\n\n| Place | Contents | Capacity |\n|---|---|---|\n| `P_MixQueue_L` | BATCH awaiting mix | ∞ |\n| `P_Mixing_L` | BATCH in mix vessel | 1 |\n| `P_Tank_MixMill_L` | BATCH in holding tank | `TANKCAP(L)` |\n| `P_Milling_L` | BATCH in mill | 1 |\n| `P_Tank_MillFill_L` | BATCH in holding tank | `TANKCAP(L)` ← **Line 1 = 1, the backup you described** |\n| `P_Tinting_L` | BATCH in tint/letdown | 1 |\n| `P_Tank_TintFill_L` | BATCH in holding tank | `TANKCAP(L)` |\n| `P_Filling_L` | BATCH at fill head | 1 |\n| `P_SetupState_L` | exactly one SETUP token | 1 |\n| `P_LineIdleClean_L` | 1 token iff no batch anywhere in L's stages | 1 |\n| `P_LineUp_L` | 1 token iff not broken down | 1 |\n| `P_ShiftOpen_L` | 1 token iff a shift is manned | 1 |\n| `P_COinProgress_L` | 1 token during a whole-line changeover | 1 |\n\n`TANKCAP(L1) = 1` (mill→fill specifically; the other two tanks on L1 = 2), `TANKCAP(L2) = TANKCAP(L3) = 2`.\n\n**Shared resources**\n\n| Place | Contents | Capacity | Notes |\n|---|---|---|---|\n| `P_CrewPool` | TECH tokens | 2 | Both techs = one crew unless `CREW_MODE = SPLIT_ON_RINSE` |\n| `P_CrewShift` | 1 token iff crew on shift or flexed | 1 | Absence of this token is the **2 a.m. black hole** |\n| `P_QAHold` | BATCH awaiting sample | ∞ | The pallets sitting in hold |\n| `P_LabAnalysts` | ANALYST tokens | 2 | |\n| `P_LabShift` | 1 token iff lab manned | 1 | Absence = the **Friday-evening trap** |\n| `P_Testing` | BATCH under test | 2 | |\n| `P_QAReleased` | BATCH released | ∞ | |\n| `P_JumpBudget` | jump tokens | replenished 0.6/wk | The favour-with-the-lab-lead allowance |\n\n## A.3 Transitions\n\n### Arrivals and release\n\n| Transition | Guard | Timing | Effect |\n|---|---|---|---|\n| `T_BookLands` | fires Sun 23:00 weekly | — | Emits ~40 ORDER tokens into `P_Book` (composition in ledger 27–29) |\n| `T_Allocate` | ORDER in `P_Book`; line qualification guard (below) | Mon 07:00 (fires for whole book) | Sets `line`, computes `nBatches = ceil(qty / VESSEL(line))`, moves to `P_Allocated` |\n| `T_ERPRelease` | ORDER in `P_Allocated` | at `releaseTime` | → `P_Releasable`. **This is the transition your idle-vs-washdown dilemma hangs on.** Under `STANDING_MERIDIAN`, Meridian orders bypass and release at allocation. |\n| `T_Explode` | ORDER in `P_Releasable`, line's queue accepts it | instant | Emits `nBatches` BATCH tokens into `P_MixQueue_L`, sets `testFlag` per sampling rule |\n\n**Allocation qualification guard (hard constraints):**\n```\naccount = MERIDIAN ⇒ line = L2 (audit qualification)\nsku.family = SPECIALTY ⇒ line = L1 (L2 not piped for clears)\nline = L3 ⇒ sku.l3Qual = true (validated-SKU list)\n```\n\n### Production stages (per line, per batch)\n\nEach stage is a pair: `T_Start__L` and `T_End__L`.\n\n| Transition | Preconditions | Duration |\n|---|---|---|\n| `T_StartMix_L` | BATCH in `P_MixQueue_L` (chosen by sequencing policy), `P_Mixing_L` free, `P_SetupState_L` matches batch SKU, `P_ShiftOpen_L`, `P_LineUp_L`, no `P_COinProgress_L` | — |\n| `T_EndMix_L` | | `units / RATE(mix, family, L)` |\n| `T_StartMill_L` | token in `P_Tank_MixMill_L`, `P_Milling_L` free, gates as above | — |\n| `T_EndMill_L` | **blocks if `P_Tank_MillFill_L` at capacity** ← Line 1's problem | `units / RATE(mill, family, L)` |\n| `T_StartTint_L` / `T_EndTint_L` | as above | `units / RATE(tint, family, L)` |\n| `T_StartFill_L` | | — |\n| `T_EndFill_L` | | `units / RATE(fill, family, L)` × Noise + JamAdder + StallAdder |\n| `T_ToQAHold` | fill complete | instant | → `P_QAHold` if `testFlag`, else straight to `P_QAReleased` |\n\n**Rates (units/hour).** Derived from your per-batch times, expressed the way your sheet does it:\n\n| Stage | WHITE | TINT | SPECIALTY |\n|---|---|---|---|\n| Mix (all lines) | 3600 | 3600 | 3600 |\n| Mill L1 / L2 / L3 | 2900 / 2900 / 2900 | 1450 | 480 (L1 only) |\n| Tint-letdown | 12000 (negligible) | 1450 | 2400 |\n| **Fill L1** | **700** | 700 | 650 |\n| **Fill L2** | **950** | 800 | n/a |\n| **Fill L3** | **900** | 800 | n/a |\n\nNote what this reproduces: whites are fill-bound and L2 is ~35% faster than L1; tints are mill/tint-bound so L1 and L2 come out **nearly even on tints**, which is the thing you noticed and couldn't explain; specialty is mill-bound on L1.\n\n**Vessel sizes (units/batch):** L1 = 1,100; L2 = 1,650; L3 = 1,350 *(the one you told me not to quote)*.\n\n**Fill-stage disruption (the fat right tail):**\n```\nNoise ~ LogNormal(median 1.00, σ 0.06) (* thin upside — fill runs near rate *)\nJamAdder = 0 w.p. 0.90 ; Uniform(0.33, 0.50) h w.p. 0.10 (* small filler jam *)\nStallAdder = 0 w.p. 0.95 ; Uniform(0.25, 1.00) h w.p. 0.05 (* packaging/labels not restocked *)\n```\nJams and stalls are kept separate deliberately — you may find the warehouse restock is the cheaper fix.\n\n### Changeover\n\n`T_Changeover_L` fires when the next batch selected for line L has a SKU that doesn't match `P_SetupState_L`.\n\n**Preconditions (WHOLE_LINE mode — the ≥2 h washdowns):**\n- `P_LineIdleClean_L` (every stage empty — the line has drained)\n- 2 TECH tokens from `P_CrewPool`\n- `P_CrewShift` present\n- Emits `P_COinProgress_L`, consumes old SETUP, emits new SETUP after duration\n\n**Preconditions (CASCADE mode — the <1 h rinses):** four sub-transitions `T_CO_Mix_L`, `T_CO_Mill_L`, `T_CO_Tint_L`, `T_CO_Fill_L`, each requiring only its own stage to be empty and 1 or 2 TECH tokens per `CREW_MODE`. The new order follows the cleaning down the line.\n\n**Changeover matrix (hours).** SHEET = your spreadsheet; GUT = your padding.\n\n| From → To | SHEET | GUT |\n|---|---|---|\n| WHITE → WHITE, same SKU | 0.25 | 0.25 |\n| WHITE → WHITE, different SKU | 0.42 | 0.42 |\n| WHITE → TINT | 0.75 | 0.75 |\n| TINT → TINT, light→light or dark→dark | 0.58 | 0.58 |\n| TINT → TINT, **dark→light** | 0.58 | **1.25** |\n| **TINT → WHITE** | **3.00** | **3.50** (3.75 if previous was dark) |\n| any ↔ SPECIALTY | 2.00 | 2.00 |\n| Line 1 multiplier on any changeover ≥ 2 h | 1.00 | **1.15** |\n\n**The punitive mechanism (from your Scenario A answer):** because the crew requires `P_CrewShift`, a line that misses the crew window doesn't wait for the crew to *finish* — it waits until the crew's next shift *starts*. Line 1 in your scenario doesn't lose 2 hours, it loses the whole overnight. This falls out of the net structure; no special rule needed.\n\n### QA\n\n| Transition | Preconditions | Duration |\n|---|---|---|\n| `T_Sample` | BATCH in `P_QAHold`, ANALYST free, `P_LabShift` | WHITE 3.5 h, TINT 4.0 h, SPECIALTY 5.0 h (median, LogNormal σ 0.25) |\n| `T_Release` | test complete | instant → `P_QAReleased` |\n| `T_Jump` | BATCH is Meridian-critical **and** jump token available | Moves batch to head of `P_QAHold`; consumes 1 jump token; **not preemptive** — the test in progress finishes |\n\nJump refusal: `P(refuse) = min(0.8, 0.15 × jumps_used_this_month)` — reproduces the lab lead pushing back as you spend the favour.\n\n**Sampling rule:** first batch of an order always; every 3rd thereafter; **last batch of an order always** (this is what makes the order held up by its last batch, as you described).\n\n### Shipping and scoring\n\n| Transition | Preconditions | Effect |\n|---|---|---|\n| `T_OrderComplete` | all of an order's batches in `P_QAReleased` | → `P_OrderDone` |\n| `T_Ship` | order complete, truck departure time reached | → `P_Shipped`, records `shipTime` |\n| `T_ScoreOrder` | on shipping | writes board metric + true cost |\n| `T_EndOfWeekCharge` | Fri 22:00 | charges each line for the changeover next Monday's first job would need |\n\n### Breakdowns\n\n| Event | Rate | Duration |\n|---|---|---|\n| **Major outage** (mill motor class) — removes `P_LineUp_L` | 0.038 per line-week (~1 per 6 months per line) | LogNormal median 48 h, P90 120 h |\n| **Bad filler jam** — blocks `P_Filling_L` | 0.5 per line-week | LogNormal median 3 h, P90 6 h |\n\nRepair only proceeds during manned hours (a Friday-night motor failure is not being fixed Saturday).\n\n## A.4 Calendars (gate sub-nets)\n\n| Gate | Pattern |\n|---|---|\n| `P_ShiftOpen_L1`, `P_ShiftOpen_L2` | Mon–Fri 06:00–22:00 (two shifts, handover mid-batch permitted) |\n| `P_ShiftOpen_L3` | Mon–Fri 06:00–14:00 (day only) |\n| `P_CrewShift` | Mon–Fri 07:00–15:30 base; extended 05:00–19:00 **for a changeover pre-arranged ≥8 h ahead** |\n| `P_LabShift` | Mon–Fri 07:00–17:00 |\n| Saturday overtime | Adds `P_ShiftOpen_L1` or `L2` Sat 06:00–18:00. Requires trigger by **Wed 17:00**. **Adds no lab and no crew hours** unless `SAT_LAB_COVER = ON`. |\n| Trucks | Depart 06:00 daily, Mon–Fri |\n\n## A.5 The policy layer — conflict resolution\n\nPetri nets need explicit resolution wherever transitions compete. Every one of these is a policy you told me, and every one is swappable.\n\n**Conflict 1 — two lines want the changeover crew.**\nPriority key: `(is_Meridian_enabling DESC, earliest_promise_at_risk ASC)`. **Non-preemptive** — an in-progress changeover is never abandoned. Loser waits for crew *and* `P_CrewShift`, which is where the overnight loss comes from.\n\n**Conflict 2 — which batch starts next on a line (`SEQ_RULE`).**\n- `CAMPAIGN_FIRST` *(your current behaviour)*: group by family to avoid changeover; within a campaign, earliest promise first; break the campaign only if a due date would actually be missed.\n- `DUE_DATE_FIRST`: pure earliest-promise.\n- `CAMPAIGN_WITH_MERIDIAN_OVERRIDE`: campaign, but any Meridian order at risk jumps immediately.\n\n**Conflict 3 — idle vs washdown** *(your headline decision)*. When a line goes empty and the next same-family order isn't releasable yet:\n```\nIF (wash away + wash back) would touch any Meridian order's ship window\n THEN idle (* the cliff *)\nELSE IF gap_hours ≥ (wash_away + gap_job_runtime + wash_back)\n THEN take the gap job\nELSE idle\n```\nThis is your Q10 answer, implemented literally. It's also a *replaceable* rule — the point of the model is to run alternatives against it.\n\n**Conflict 4 — lab queue.** FIFO on arrival at `P_QAHold`, except jump tokens. Displaced work simply waits, and if it's late in the week it hits the Friday trap — which is exactly the cost of a jump.\n\n**Conflict 5 — Saturday ask.** Trigger: at Wed 17:00, if any Meridian order's projected completion exceeds its ship window by ≥1 shift, request overtime on whichever of L1/L2 carries it. Non-Meridian shortfalls do **not** trigger a request (your Coastal case: you didn't ask, it shipped a day late, nobody outside noticed).\n\n## A.6 Scoring\n\n**Board metric** — binary on-time % against promise date. Reported separately so you can tell your boss what the board will say.\n\n**True cost** — unit is one line-hour.\n\n```\nChangeover = 1.0 × changeover_hours (* lost line time *)\nIdle = 0 (* invisible on paper; hurts only via the clock *)\n\nMeridian late = 200 (step, on missing the truck at all) + 1.0 × hours_late\nOther late = 0 for hours_late ≤ 4\n = 0.5 × (h − 4) for 4 < h ≤ 24\n = 10 + 4.0 × (h − 24) for h > 24\nWhole-week req. = × 2 multiplier on the above\n\nEnd-of-week = expected changeover hours from each line's Friday state\n into next Monday's first job\n```\n\nCalibration check on these weights: they reproduce your two bets. Meridian 6 h late = 206 ≫ 4 changeover-hours, so you idle. Coastal 6 h late = 1.0 < 4 changeover-hours, so you take the tint job. Coastal 48 h late = 106 ≫ 4, so you don't. That's your cliff and your slope.\n\n## A.7 Experiments mapped to your three questions\n\n| Your question | Run |\n|---|---|\n| *\"If Line 1's mill motor takes four days again, what do I move and what slips?\"* | Inject a 96 h `P_LineUp_L1` outage at chosen points in the week; compare re-allocation policies. Note L1 holds all specialty, so specialty has nowhere to go — the model will show you that as a hard block, not a delay. |\n| *\"Idle an hour or wash down?\"* | Sweep the Conflict-3 rule against alternatives, crossed with `RELEASE_POLICY`. **Run `STANDING_MERIDIAN` first** — the hypothesis is that most of these dilemmas are manufactured by release timing, not by scheduling. |\n| *\"Where are my changeover hours going, and would reordering get them back?\"* | Changeover-hours ledger by line × family-transition × cause. Then `SEQ_RULE` sweep. Cross with `TIME_BASIS` to see whether your gut padding changes any decision — if it doesn't, don't bother timing changeovers. |\n| *(bonus, from Saturday overtime)* | `SAT_LAB_COVER = OFF` vs `ON`. Tests whether some of this year's four or five Saturdays bought you nothing because the lab was shut Monday-ward. |\n\n**Validation target when the data lands:** replay the last 26 weeks and check the model produces (a) ~75% line utilisation, (b) **30–40 changeover-hours per month** — your ops director's own number, and the single best calibration anchor you gave me — and (c) a board on-time % matching history. If changeover-hours come out low, `CO_GRANULARITY` or the sequencing rule is wrong.\n\n---\n\n# B. ASSUMPTION LEDGER\n\nEverything below is mine, not yours. **Bold = load-bearing** (could change a recommendation).\n\n### From the interview, provisionally agreed\n\n1. **Lateness scored in hours vs promise date.** Your board is binary but binary can't express your own cliff/slope. *Check:* ship-date vs promise-date in the ERP pull.\n2. **Meridian penalty" + }, + { + "role": "user", + "content": "I really do have to stop here. Please produce the model now with everything you have." + }, + { + "role": "assistant", + "content": "Section A above stands as the model — it is complete and runnable. Here are the two remaining deliverables.\n\n---\n\n# B. ASSUMPTION LEDGER\n\nEverything here is mine, not yours. **Bold = load-bearing**: it could change a recommendation, so check it before you act on a result that depends on it.\n\n### Objectives and scoring\n\n1. **Lateness scored in hours against promise date**, not days. Your board is binary, but a binary metric cannot express the cliff/slope you described. *Check:* promise-date vs actual-ship-date fields in the ERP pull.\n2. **Meridian penalty = step of 200 line-hours at \"misses the truck\", plus a token 1.0/hour after.** Your Q10 answer was a cliff; the small linear term only breaks ties. **I defined \"ship window\" as truck departure (06:00), not end-of-promise-day.** *Check:* one sentence from you — if the window is really end-of-day, several tight cases flip.\n3. **Non-Meridian penalty: free under 4 h, 0.5/h to 24 h, then 4.0/h.** Invented shape from your Coastal answer (\"somewhere around a day is where I'd feel bad\"). *Check:* none cheap — sensitivity-test the kink location instead.\n4. **Whole-week-requirement multiplier = ×2.** Pure invention; you said it \"matters\" without quantifying. *Check:* judgement call from you.\n5. **Idle costs zero directly.** Your Q8 answer. Consequence: results are only meaningful if arrivals and due dates are realistically tight — which makes item 27–29 load-bearing.\n6. **Changeover costed at 1.0 line-hour per hour**, i.e. purely lost line time, no crew wage or solvent cost. Your guess in Q7. *Check:* ask finance what the 40-changeover-hours line item actually contains.\n7. **The 200-vs-4.0 ratio was reverse-engineered to reproduce your two bets**, not elicited. It is a *fitted* number. *Check:* run three more of your own bets against the scoring function and see if it still agrees with you.\n\n### Structure and taxonomy\n\n8. **Four stages per line, all three lines identical in topology.** From your walkthrough of Line 2 only. *Check:* does Line 3 have a separate tint/letdown stage at all, or is it combined?\n9. **Tank capacity: Line 1 mill→fill = 1 batch; all other tanks = 2.** From \"small, so mill backs up\" and \"adequately sized\" elsewhere. *Check:* nameplate volumes ÷ batch size, ten minutes on the floor.\n10. **Vessel sizes: L1 = 1,100, L2 = 1,650, L3 = 1,350 units.** You explicitly said don't quote L3. *Check:* mix vessel nameplate, 30 seconds.\n11. **14 SKUs split 4 white / 8 tint / 2 specialty**, with tint depth assigned arbitrarily. *Check:* the SKU master; also tells me which tints are dark.\n12. **Line 3's unqualified list = 2 tint SKUs.** Your number, but I picked *which* two. *Check:* the quality validation list.\n13. **Specialty runs on Line 1 only.** Follows from L2 not being piped and L3's list — but I never asked whether L3 can run specialty. *Check:* one question. **If L3 can, the mill-motor scenario changes materially**, because specialty currently has nowhere to go.\n14. **Meridian orders are Line 2 only**, and this is absolute — no emergency override exists. *Check:* has anyone ever run Meridian on L1 in a crisis?\n\n### Durations\n\n15. **Stage rates in the table are reconstructed from your per-batch estimates**, which you flagged as partly guesswork. The *pattern* (whites fill-bound, L2 faster on whites, L1≈L2 on tints, specialty mill-bound) is yours; the numbers are mine. *Check:* the sheet's units/hour per product per line — that's a direct calibration and you already have it.\n16. **Mix time identical across families and lines.** Never asked. Probably wrong for specialty.\n17. **Fill noise LogNormal σ=0.06, jam 10% at 20–30 min, packaging stall 5% at 15–60 min.** Jam frequency is yours; the stall frequency is invented, and **I invented the stall/jam split entirely** — you described both but never separated them. *Check:* whether the CMMS distinguishes equipment faults from material starvation. It probably doesn't, in which case only your memory can separate them.\n18. **QA test durations: white 3.5 h, tint 4.0 h, specialty 5.0 h**, LogNormal σ=0.25. Only \"about four hours for whites\" is yours; the family differences and the spread are invented. *Check:* lab lead, five minutes.\n19. **QA sampling rule: first batch, every third, and always the last.** You said \"per some number of batches\"; the \"always the last\" is my inference from your \"held up by its last batch\". *Check:* lab lead.\n20. **Changeover matrix as tabulated**, both layers. SHEET values are your recollection of a spreadsheet neither of us has seen. *Check:* open the spreadsheet.\n21. **GUT layer: dark→light tint 0.58→1.25 h; tint→white 3.0→3.5 h (3.75 after dark); Line 1 ×1.15 on washdowns.** All your gut, quantified by me. *Check:* four timestamps on six changeovers — but run `TIME_BASIS` both ways *first*; if it changes no decision, don't bother.\n22. **Changeover granularity: whole-line ≥2 h, cascading <1 h.** Unresolved — you were going to watch a rinse. **This materially changes the split-across-lines answer**, because cascading makes changeovers much cheaper for long runs.\n23. **Crew is one indivisible 2-person server for all changeovers.** Unresolved — you'd half-noticed them working opposite ends of the line. If rinses can be split, two lines can rinse simultaneously and crew contention drops significantly.\n\n### Policies\n\n24. **Crew priority = Meridian-enabling first, then earliest promise at risk; non-preemptive.** From Scenario A and your follow-up that \"Meridian first\" is really shorthand for \"most urgent first\". *Check:* whether an in-progress changeover has ever been abandoned.\n25. **A line missing the crew window waits for the crew's next shift start**, not merely until the crew frees up. From Scenario A. **This is the most punitive mechanism in the model** — it converts a 2-hour changeover into a lost overnight.\n26. **Crew flex window (05:00–19:00) requires ≥8 h notice.** Invented; you said flexing is \"a normal ask\" without saying how much warning it needs. *Check:* ask the techs. **It directly governs whether an evening washdown happens or waits for morning**, which is the core of your headline decision.\n27. **QA jump: front-of-queue, non-preemptive, 0.6 tokens/week, refusal probability 0.15 × jumps-used-this-month.** The 2–3/month is yours; the refusal curve is invented to reproduce the one time you backed off.\n28. **Saturday overtime: triggered Wed 17:00, Meridian shortfall ≥1 shift, L1/L2 only, adds no lab or crew hours.** Trigger and timing are yours; **the \"no lab cover\" assumption is the one I most expect to be wrong in a useful direction.** *Check:* the ops director question you were going to ask.\n29. **End-of-week charge = expected changeover into Monday's first job.** You described the behaviour (\"ending clean-ish is a real thing I do\"); the accounting is entirely my construct. *Check:* compare each Friday's finishing family to the following Monday's first job for the last few weeks. Without this the model cheats by leaving every line filthy on Friday.\n\n### Boundary conditions\n\n30. **40 orders/week arriving Sunday 23:00 as a single batch**, of which 6–8 Meridian. Yours. But **arrivals within the week are modelled as zero — nothing arrives mid-week.** Never asked. If urgent mid-week orders exist, they're a major missing disturbance.\n31. **Order size distribution: Meridian LogNormal median 7,000 units; others median 2,500.** Derived from \"one-third of volume from 6–8 of 40 orders\". *Check:* the ERP pull directly.\n32. **Promise dates 4–9 days after book date, uniform.** Pure invention — I never got commercial's padding. **This is the single most load-bearing unknown in the model**, because assumption 5 means idling is only penalised through due-date pressure. Too much padding and the model idles happily and tells you nothing. *Check:* ERP pull, book-date vs promise-date.\n33. **ERP release lag: 24 h before promise date, ±12 h, same for all accounts.** Invented from \"can lag by a day or so\". **This is the mechanism that creates your headline dilemma**, so it deserves the release-timestamp field you added to the ask.\n34. **Breakdowns: major outage 1 per line per 6 months, median 48 h / P90 120 h; bad filler jam 0.5/line-week, median 3 h.** Anchored only to \"the mill motor took four days once\" and \"a bad one every couple of weeks\". **Entirely invented rates.** *Check:* the CMMS export — this is what it's for.\n35. **Repairs only progress during manned hours.** Never asked; plausible but could be badly wrong for a contracted motor rebuild.\n36. **Simulation starts Monday 06:00 with all lines empty and clean, dressed for white.** Convenient, not real. *Check:* run a one-week warm-up before scoring, which is what I'd recommend regardless.\n37. **No materials constraint.** You said you only watch for red flags. Means the model can never reproduce a resin shortage. *Check:* how often does a red flag actually stop a run? If more than once a quarter, it needs modelling.\n\n---\n\n# C. WHAT THE MODEL DELIBERATELY LEAVES OUT\n\n**Left out because we ran out of time — these are real gaps, not simplifications:**\n\n1. **Batch contiguity and order splitting.** I never learned whether an order's batches must run contiguously on a line, or whether you can interleave two orders. The model currently assumes **contiguous** — once an order starts on a line, its batches run to completion before another order's batches begin. **This directly limits your run-size question.** The model can compare \"whole order on L1\" vs \"half on L1, half on L2\" as two allocations, and will correctly count the extra changeover on both lines — but it cannot represent the finer manoeuvres you might actually use, and if interleaving is possible in reality the model will overstate the cost of splitting. *This is the first thing to fix.*\n\n2. **The unwritten rules.** We never covered week-one mistakes, always/nevers, or rules that exist because of one bad incident. In my experience this category produces two or three constraints that invalidate otherwise-attractive schedules — the model will likely propose something that makes you say \"we'd never do that,\" and each time it does, that's an unwritten rule surfacing. **Treat those moments as findings, not bugs**, and send them to me.\n\n3. **All historical data.** Neither the CMMS export nor the ERP order book arrived. Every arrival, promise-date, release-lag and breakdown number is invented (ledger 30–34). **Do not run the model for decisions until at least the order book is loaded** — assumption 32 in particular can make the whole thing tell you a comfortable lie.\n\n**Left out on purpose:**\n\n4. **Materials and the supply chain.** You don't schedule around them, so modelling them would add a large disturbance you don't control and can't act on. Revisit only if red flags stop runs more than rarely (ledger 37).\n5. **Individual operators, skills and absence** — except where you named them as a constraint (the changeover crew, the lab, Line 3's qualified operator). Modelling the labour pool properly would double the model's size to answer a question you didn't ask.\n6. **Quality failures and rework.** You never mentioned a batch failing QA, only waiting for it. If batches do occasionally fail, that's a missing feedback loop and a significant one — tell me.\n7. **Warehouse, truck capacity and logistics beyond the release gate.** Trucks are a fixed daily departure. The one place logistics *does* bite — the credit/allocation release — is modelled explicitly, because it's your headline lever.\n8. **Commercial's promise-date-setting behaviour.** Promise dates are exogenous input. If you later want to ask \"should commercial pad more or less,\" that's a different model with this one inside it.\n9. **Cost in dollars.** Everything is denominated in line-hours, because nobody could give me a dollar figure and a fake conversion would only add false precision. If finance produces a rate for changeover hours, the scoring function converts in one line.\n\n---\n\n**If you do three things before the first real run, do these:** load the ERP order book (kills assumptions 31–33, the ones that can make the model lie comfortably); answer the batch-contiguity question in one sentence (unblocks your run-size question); and run `RELEASE_POLICY = STANDING_MERIDIAN` against the default (tests whether your headline dilemma is manufactured upstream of you, which is the cheapest finding available and doesn't need the data at all).\n\nSend me the exports and the answers to the flagged items when you have them, and I'll revise. Thanks — that was an unusually good interview to conduct; the cliff-and-slope answer in particular is the kind of thing most people can't articulate about their own judgement." + }, + { + "role": "user", + "content": "I really do have to stop here. Please produce the model now with everything you have." + }, + { + "role": "assistant", + "content": "# COATINGS PLANT SCHEDULING MODEL — FINAL DELIVERABLE\n\nComplete and self-contained. Hand Section A to your modelling person; keep Section B for yourself.\n\n---\n\n# A. THE MODEL\n\nA **coloured, timed Petri net with priority-resolved conflicts**. Tokens are *batches*; token colours carry order attributes; transitions are timed; shared resources and calendars are capacity-limited places.\n\n## A.0 Experiment switches\n\n| Switch | Values | Default | Purpose |\n|---|---|---|---|\n| `TIME_BASIS` | `SHEET` / `GUT` | `GUT` | Matrix standard times vs your padding |\n| `CO_GRANULARITY` | `WHOLE_LINE` / `CASCADE` / `SPLIT_BY_SIZE` | `SPLIT_BY_SIZE` | Whole-line for washdowns ≥2 h, cascade for rinses <1 h *(unresolved)* |\n| `CREW_MODE` | `ONE_SERVER` / `SPLIT_ON_RINSE` | `ONE_SERVER` | Can the two techs run two rinses at once *(unresolved)* |\n| `RELEASE_POLICY` | `TRUCK_CONFIRMED` / `STANDING_MERIDIAN` | `TRUCK_CONFIRMED` | The logistics lever |\n| `SAT_LAB_COVER` | `OFF` / `ON` | `OFF` | Does Saturday OT include a lab analyst |\n| `SEQ_RULE` | `CAMPAIGN_FIRST` / `DUE_DATE_FIRST` / `CAMPAIGN_WITH_MERIDIAN_OVERRIDE` | `CAMPAIGN_FIRST` | Your current policy is default |\n| `EOW_CHARGE` | `ON` / `OFF` | `ON` | End-of-week dirty-line charge; OFF lets the model cheat |\n\n## A.1 Colour sets\n\n```\nFAMILY = { WHITE, TINT, SPECIALTY }\nDEPTH = { NA, LIGHT, DARK }\nACCOUNT = { MERIDIAN, OTHER }\nLINE = { L1, L2, L3 }\n\nSKU = { skuId, family, depth, meridianQual, l3Qual }\nORDER = { oid, account, sku, qty, bookTime, releaseTime, promiseTime,\n wholeWeek, line, nBatches }\nBATCH = { oid, idx, of, units, sku, account, promiseTime, testFlag, startedAt }\nSETUP = { line, sku, family, depth }\nTECH, ANALYST = unit tokens\n```\n\n## A.2 Places\n\n**Order level:** `P_Book` → `P_Allocated` → `P_Releasable` → `P_OrderDone` → `P_Shipped` (all ∞).\n\n**Per line L ∈ {L1,L2,L3}:**\n\n| Place | Cap |\n|---|---|\n| `P_MixQueue_L` | ∞ |\n| `P_Mixing_L` | 1 |\n| `P_Tank_MixMill_L` | TANKCAP |\n| `P_Milling_L` | 1 |\n| `P_Tank_MillFill_L` | **L1 = 1** (your backup), L2/L3 = 2 |\n| `P_Tinting_L` | 1 |\n| `P_Tank_TintFill_L` | TANKCAP |\n| `P_Filling_L` | 1 |\n| `P_SetupState_L` | 1 (what the line is dressed for) |\n| `P_LineIdleClean_L` | 1 iff all stages empty |\n| `P_LineUp_L` | 1 iff not broken down |\n| `P_ShiftOpen_L` | 1 iff shift manned |\n| `P_COinProgress_L` | 1 during whole-line changeover |\n\n**Shared:** `P_CrewPool` (2 TECH), `P_CrewShift` (1 — its *absence* is the 2 a.m. black hole), `P_QAHold` (∞), `P_LabAnalysts` (2), `P_LabShift` (1 — its absence is the Friday-evening trap), `P_Testing` (2), `P_QAReleased` (∞), `P_JumpBudget` (0.6 tokens/wk).\n\n## A.3 Transitions\n\n### Arrival and release\n\n| Transition | Trigger | Effect |\n|---|---|---|\n| `T_BookLands` | Sun 23:00 weekly | ~40 ORDERs → `P_Book` |\n| `T_Allocate` | Mon 07:00 | Sets `line` (guards below), `nBatches = ceil(qty/VESSEL(line))` → `P_Allocated` |\n| `T_ERPRelease` | at `releaseTime` | → `P_Releasable`. **This transition is what creates your idle-vs-washdown dilemma.** Under `STANDING_MERIDIAN`, Meridian releases at allocation instead |\n| `T_Explode` | line queue accepts | Emits `nBatches` BATCH tokens; sets `testFlag` |\n\n**Hard allocation guards:**\n```\naccount = MERIDIAN ⇒ line = L2 (audit qualification)\nfamily = SPECIALTY ⇒ line = L1 (L2 not piped for clears)\nline = L3 ⇒ sku.l3Qual (validated-SKU list)\n```\n\n### Production (per line, per batch)\n\nPaired `T_Start__L` / `T_End__L`. Start requires: batch available (per `SEQ_RULE`), stage free, `P_SetupState_L` matches SKU, `P_ShiftOpen_L`, `P_LineUp_L`, no `P_COinProgress_L`.\n`T_EndMill_L` **blocks if `P_Tank_MillFill_L` is full** — this reproduces Line 1's mill backup.\n\n**Rates (units/hour):**\n\n| Stage | WHITE | TINT | SPECIALTY |\n|---|---|---|---|\n| Mix (all) | 3600 | 3600 | 3600 |\n| Mill (all) | 2900 | 1450 | 480 (L1) |\n| Tint/letdown | 12000 | 1450 | 2400 |\n| **Fill L1** | **700** | 700 | 650 |\n| **Fill L2** | **950** | 800 | n/a |\n| **Fill L3** | **900** | 800 | n/a |\n\nThis reproduces: whites fill-bound, L2 ~35% faster than L1 on whites, **L1 ≈ L2 on tints** (the thing you noticed and couldn't explain), specialty mill-bound.\n\n**Vessels (units/batch):** L1 = 1,100 · L2 = 1,650 · L3 = 1,350 *(the one you said not to quote)*.\n\n**Fill disruption — fat right tail, thin left:**\n```\nNoise ~ LogNormal(median 1.00, σ 0.06)\nJamAdder = 0 w.p. .90 ; U(0.33, 0.50) h w.p. .10 (filler jam)\nStallAdder = 0 w.p. .95 ; U(0.25, 1.00) h w.p. .05 (packaging/labels)\n```\nJams and stalls kept separate — the warehouse restock may be the cheaper fix.\n\n### Changeover\n\n`T_Changeover_L` fires when the next selected batch's SKU ≠ `P_SetupState_L`.\n\n- **WHOLE_LINE** (≥2 h washdowns): requires `P_LineIdleClean_L` (line fully drained) + 2 TECH + `P_CrewShift`.\n- **CASCADE** (<1 h rinses): four sub-transitions `T_CO_{Mix,Mill,Tint,Fill}_L`, each needing only its own stage empty and 1–2 TECH per `CREW_MODE`; the new order follows the cleaning down the line.\n\n**Matrix (hours):**\n\n| From → To | SHEET | GUT |\n|---|---|---|\n| WHITE → WHITE same SKU | 0.25 | 0.25 |\n| WHITE → WHITE diff SKU | 0.42 | 0.42 |\n| WHITE → TINT | 0.75 | 0.75 |\n| TINT → TINT (light→light, dark→dark) | 0.58 | 0.58 |\n| TINT → TINT **dark→light** | 0.58 | **1.25** |\n| **TINT → WHITE** | **3.00** | **3.50** (3.75 after dark) |\n| any ↔ SPECIALTY | 2.00 | 2.00 |\n| L1 multiplier, changeovers ≥2 h | 1.00 | **1.15** |\n\n**The punitive mechanism:** because changeover needs `P_CrewShift`, a line that misses the crew window waits for the crew's **next shift start**, not for the crew to free up. Your Scenario-A Line 1 loses the whole overnight, not two hours. This emerges from the net structure — no special rule.\n\n### QA\n\n| Transition | Requires | Duration |\n|---|---|---|\n| `T_Sample` | batch in `P_QAHold`, ANALYST, `P_LabShift` | WHITE 3.5 h / TINT 4.0 / SPECIALTY 5.0, LogNormal σ 0.25 |\n| `T_Release` | test done | instant |\n| `T_Jump` | Meridian-critical + jump token | Front of queue, **non-preemptive**; `P(refuse) = min(0.8, 0.15 × jumps_this_month)` |\n\n**Sampling:** first batch always, every 3rd thereafter, **last batch always** — this is what makes an order hostage to its last batch.\n\n### Ship, score, break\n\n`T_OrderComplete` (all batches released) → `T_Ship` (at truck departure) → `T_ScoreOrder`.\n`T_EndOfWeekCharge` fires Fri 22:00, charging each line for the changeover Monday's first job would need.\n\n| Breakdown | Rate | Duration |\n|---|---|---|\n| Major outage (mill-motor class), removes `P_LineUp_L` | 0.038/line-week | LogNormal median 48 h, P90 120 h |\n| Bad filler jam, blocks `P_Filling_L` | 0.5/line-week | LogNormal median 3 h, P90 6 h |\n\nRepair progresses only during manned hours.\n\n## A.4 Calendars\n\n| Gate | Pattern |\n|---|---|\n| `P_ShiftOpen_L1/L2` | Mon–Fri 06:00–22:00 (handover mid-batch allowed) |\n| `P_ShiftOpen_L3` | Mon–Fri 06:00–14:00 |\n| `P_CrewShift` | Mon–Fri 07:00–15:30; extends 05:00–19:00 if changeover pre-arranged ≥8 h ahead |\n| `P_LabShift` | Mon–Fri 07:00–17:00 |\n| Saturday OT | Adds L1 or L2 Sat 06:00–18:00; requires trigger by Wed 17:00; **adds no lab, no crew** unless `SAT_LAB_COVER = ON` |\n| Trucks | Depart 06:00, Mon–Fri |\n\n## A.5 Policy layer (every rule swappable)\n\n**1 — Crew contention.** Key: `(Meridian-enabling DESC, earliest promise-at-risk ASC)`. **Non-preemptive.** Loser waits for crew *and* shift.\n\n**2 — Batch sequencing (`SEQ_RULE`).** `CAMPAIGN_FIRST` (yours): group by family; within campaign, earliest promise; break campaign only if a due date would actually be missed. Alternatives: pure due-date; campaign with Meridian override.\n\n**3 — Idle vs washdown** *(your headline decision, implemented literally from Q10)*:\n```\nIF (wash_away + wash_back) touches ANY Meridian ship window\n THEN idle (* the cliff *)\nELSE IF gap_hours ≥ (wash_away + gap_job_runtime + wash_back)\n THEN take the gap job\nELSE idle\n```\n\n**4 — Lab queue.** FIFO, except jump tokens. Displaced work waits, and near week's end may hit the Friday trap — that is the true cost of a jump.\n\n**5 — Saturday ask.** Wed 17:00: if a Meridian order's projected completion misses its window by ≥1 shift, request OT on L1/L2. Non-Meridian shortfalls trigger nothing (your Coastal case).\n\n## A.6 Scoring — unit is one line-hour\n\n```\nChangeover = 1.0 × changeover_hours\nIdle = 0 (invisible on paper; bites only via the clock)\n\nMeridian late = 200 (step, on missing the truck) + 1.0 × hours_late\nOther late = 0 h ≤ 4\n = 0.5 × (h − 4) 4 < h ≤ 24\n = 10 + 4.0 × (h − 24) h > 24\nWhole-week req. = ×2 on the above\n\nEnd-of-week = expected changeover hours from each line's Friday state\n into Monday's likely first job\n```\n\n**Board metric reported separately:** binary on-time % vs promise date — so you can tell your boss what the board will say.\n\n*Calibration against your own bets:* Meridian 6 h late = 206 ≫ 4 changeover-hours → you idle. Coastal 6 h late = 1.0 < 4 → you take the tint job. Coastal 48 h late = 106 ≫ 4 → you don't. Cliff and slope, reproduced.\n\n## A.7 Experiments → your three questions\n\n| Question | Run |\n|---|---|\n| *\"Line 1's mill motor takes four days — what slips?\"* | Inject 96 h `P_LineUp_L1` outage at various points; compare re-allocation policies. **Watch specialty: it has nowhere to go** (guard: specialty ⇒ L1), so it appears as a hard block, not a delay |\n| *\"Idle an hour or wash down?\"* | Sweep Conflict-3 rule × `RELEASE_POLICY`. **Run `STANDING_MERIDIAN` first** — hypothesis is that most of these dilemmas are manufactured by release timing, not by your scheduling |\n| *\"Where are my changeover hours going?\"* | Changeover-hours ledger by line × transition × cause; then `SEQ_RULE` sweep; cross with `TIME_BASIS` — if your gut padding changes no decision, don't bother timing changeovers |\n| *(bonus)* | `SAT_LAB_COVER` OFF vs ON — tests whether this year's Saturdays bought you anything given a shut Monday-ward lab |\n\n**Validation when data lands:** replay 26 weeks; target (a) ~75% utilisation, (b) **30–40 changeover-hours/month** — your ops director's number, the best anchor you gave me — (c) board on-time % matching history. Low changeover-hours ⇒ `CO_GRANULARITY` or sequencing is wrong.\n\n---\n\n# B. ASSUMPTION LEDGER\n\nMine, not yours. **Bold = load-bearing.**\n\n**Scoring**\n1. Lateness in hours vs promise date (board is binary but can't express your cliff/slope). *Check: ERP promise vs ship dates.*\n2. **Meridian = 200-hour step at \"misses the truck\", +1.0/h after. I defined the window as truck departure 06:00, not end-of-promise-day.** *Check: one sentence from you — several tight cases flip.*\n3. Non-Meridian: free <4 h, 0.5/h to 24 h, 4.0/h beyond. Invented shape from your Coastal answer. *Sensitivity-test the kink.*\n4. Whole-week multiplier ×2. Pure invention.\n5. Idle costs zero (your Q8). Makes arrival/due-date realism load-bearing.\n6. Changeover = pure lost line time, no wage/solvent. *Check with finance what the 40-hours line item contains.*\n7. **The 200:4 ratio was reverse-engineered from your two bets, not elicited.** *Check by putting three more of your own bets to it.*\n\n**Structure**\n8. Four stages, identical topology on all three lines (you walked me through L2 only).\n9. **Tank caps: L1 mill→fill = 1 batch, others = 2.** *Check: nameplate ÷ batch size.*\n10. Vessels 1,100 / 1,650 / 1,350 — **L3 is the one you said not to quote.** *Check: 30 seconds at the vessel.*\n11. 14 SKUs as 4 white / 8 tint / 2 specialty, tint depths assigned arbitrarily. *Check: SKU master — also tells me which tints are dark.*\n12. L3's two unqualified tint SKUs — your count, my choice of which. *Check: quality's validation list.*\n13. **Specialty on L1 only. I never asked whether L3 can run specialty — if it can, the mill-motor answer changes materially.**\n14. Meridian ⇒ L2 is absolute, no emergency override. *Check: has it ever been broken?*\n\n**Durations**\n15. **Stage rates reconstructed from your estimates. The pattern is yours; the numbers are mine.** *Check: the sheet's units/hour per product per line — direct calibration, you already have it.*\n16. Mix time identical across families/lines. Never asked; probably wrong for specialty.\n17. **The jam/stall split is entirely my decomposition** (you described both, never separated them); stall frequency invented. *Check: whether CMMS distinguishes faults from material starvation — it probably doesn't.*\n18. QA 3.5/4.0/5.0 h by family, σ 0.25 — only \"about four hours for whites\" is yours. *Check: lab lead, 5 min.*\n19. Sampling = first, every 3rd, **always last** (my inference from \"held up by its last batch\").\n20. SHEET matrix = your recollection of a spreadsheet neither of us has opened. *Check: open it.*\n21. GUT layer quantified by me from your instincts. *Check: time six changeovers — but run `TIME_BASIS` both ways first; if nothing changes, don't bother.*\n22. **`CO_GRANULARITY` unresolved — you were going to watch a rinse. This materially changes the split-across-lines answer.**\n23. **`CREW_MODE` unresolved — you'd half-noticed the techs working opposite ends. If rinses split, crew contention drops significantly.**\n\n**Policies**\n24. Crew key = Meridian-enabling, then earliest at risk; non-preemptive. *Check: has an in-progress changeover ever been abandoned?*\n25. **A line missing the crew window waits for next shift start. Most punitive mechanism in the model — it turns a 2 h changeover into a lost overnight.**\n26. **Crew flex needs ≥8 h notice — invented. Directly governs whether an evening washdown happens or waits for morning, i.e. the core of your headline decision.** *Check: ask the techs.*\n27. Jump budget 0.6/wk with rising refusal — 2–3/month is yours, the refusal curve is invented to reproduce the one time you backed off.\n28. **Saturday OT adds line hours only, no lab, no crew. The assumption I most expect to be wrong in a useful direction.** *Check: the ops director question.*\n29. **End-of-week charge is my accounting construct** for behaviour you described. *Check: compare Friday's finishing family to Monday's first job over recent weeks.* Without it the model cheats by leaving every line filthy on Friday.\n\n**Boundary conditions**\n30. **40 orders arrive Sunday 23:00 in one batch; nothing arrives mid-week.** Never asked. If urgent mid-week orders exist, that's a major missing disturbance.\n31. Order sizes: Meridian median 7,000 units, others 2,500 — derived from your one-third-of-volume figure. *Check: ERP directly.*\n32. **Promise dates 4–9 days after book date, uniform — pure invention, and the single most load-bearing unknown.** Because idle is only penalised via due-date pressure, too much padding makes the model idle happily and tell you nothing. *Check: ERP book-date vs promise-date.*\n33. **ERP release lag 24 h ± 12 h before promise, same for all accounts — invented, and it's the mechanism that creates your headline dilemma.** *Check: the release-timestamp field you added to the ask.*\n34. **Breakdown rates entirely invented**, anchored only to \"the motor took four days once\" and \"a bad one every couple of weeks.\" *Check: the CMMS export — this is what it's for.*\n35. Repairs progress only in manned hours. Never asked; could be wrong for a contracted rebuild.\n36. Starts Monday 06:00, all lines empty, clean, dressed for white. *Use a one-week warm-up before scoring regardless.*\n37. No materials constraint (you only watch for red flags). *Check: if red flags stop runs more than quarterly, this needs modelling.*\n\n---\n\n# C. WHAT THE MODEL LEAVES OUT\n\n**Gaps from stopping early — real, not simplifications:**\n\n1. **Batch contiguity / order splitting.** The model assumes an order's batches run **contiguously** on a line. It can compare \"whole order on L1\" vs \"split across L1 and L2\" and will correctly charge the extra changeover on both — but it can't represent interleaving. **If interleaving is possible in reality, the model overstates the cost of splitting, which is exactly your run-size question.** *Fix this first — it's one sentence from you.*\n\n2. **The unwritten rules.** Never covered. Expect the model to propose schedules that make you say \"we'd never do that.\" **Treat each of those as a finding, not a bug** — that's an unwritten rule surfacing.\n\n3. **All historical data.** Neither export arrived. Every arrival, promise date, release lag and breakdown figure is invented (30–34). **Don't make decisions on the model until at least the order book is loaded** — assumption 32 can make it tell you a comfortable lie.\n\n**Deliberate exclusions:**\n\n4. **Materials/supply chain** — you don't schedule around them; modelling them adds noise you can't act on.\n5. **Individual operators, skills, absence** — except where you named them as constraints (crew, lab, L3's qualified operator). Modelling the labour pool would double the size to answer a question you didn't ask.\n6. **Quality failures and rework** — you never mentioned a batch *failing* QA, only waiting for it. If they do fail, that's a missing feedback loop and a significant one.\n7. **Warehouse and truck capacity** — trucks are a fixed daily departure. The one place logistics bites, the release gate, *is* modelled, because it's your headline lever.\n8. **Commercial's promise-date behaviour** — exogenous. \"Should commercial pad more or less\" is a different model with this one inside it.\n9. **Dollars** — everything is in line-hours, because nobody could give a dollar figure and a fake conversion adds only false precision. One line converts it if finance produces a rate.\n\n---\n\n**Three things before your first real run:**\n\n1. **Load the ERP order book** — kills assumptions 31–33, the ones that can make the model lie comfortably.\n2. **Answer batch contiguity in one sentence** — unblocks the run-size question.\n3. **Run `RELEASE_POLICY = STANDING_MERIDIAN` against the default** — tests whether your headline dilemma is manufactured upstream of you. It's the cheapest finding available and needs no data at all.\n\nSend the exports and the flagged answers whenever you have them and I'll revise. Good luck with it." + } + ] +} \ No newline at end of file diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/v0-prompt.md b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/v0-prompt.md new file mode 100644 index 00000000000..54e12dd99a2 --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/v0-prompt.md @@ -0,0 +1,80 @@ +# v0 elicitation prompt (condition 2 system prompt) + +The seven-category elicitation surface turned into guidance — the degenerate plugin: the +smallest possible pack content, with no machinery behind it. Encodes the surface itself, +objectives-first ordering, a probe catalog, quantile elicitation, and an explicit assumption +ledger (per the FE-1361 design comment and the grilling-inputs note). + +--- + +You are an expert process-model elicitor. Your job is to interview a domain expert about an +operational system and then produce a simulatable process model. The expert knows their +operation deeply but is not a modeller; most of what the model needs is in their head, some of +it in forms they have never had to articulate. + +## The elicitation surface + +A process model's description decomposes into seven categories. Your interview is complete +only when each has been either filled to the depth the objectives demand or explicitly +established as not applicable: + +1. **Objectives & the questions the model must answer.** What decisions will this model + inform? What questions should it answer? What does "better" mean, numerically if possible — + including penalty weights and trade-off rates (lateness vs. cost vs. throughput). These are + almost never written down; expect to co-construct them. Everything else is elicited + *relative to this category*, so open with it. +2. **Structure.** The stages, queues, buffers, resources, and routing of the operation. Most + operations are built from recurring motifs — sequential stages with buffers between them, + shared resources serialising contenders, setup/changeover states, hold/inspection points, + arrival and departure boundaries. Use the motifs as a checklist for what to ask about, not + as a template to force the answers into. +3. **The domain taxonomy (types).** The kinds of things flowing through and operated on: + product families, order attributes, resource classes, state that rides along with each + entity (age, quality, setup state). Ask what distinctions matter — two items are "the same" + only if the process treats them the same everywhere. +4. **Rates, durations & distributions.** How long things take and how often things happen — + per stage *and per type* where it varies (ask explicitly whether it varies by type; the + answer is load-bearing). Elicit uncertainty by quantiles: "typical?", "one time in ten, + worse than?", "one time in ten, better than?" — never ask for minimum/most-likely/maximum, + which yields overconfident triangles. +5. **Policies at conflict points.** Wherever two things can want the same resource or slot at + once, somebody or something decides who wins. Find every such point and ask who decides, by + what rule, and what overrides it. These rules are largely tacit — probe with concrete + scenarios ("two lines need the crew at the same moment — what actually happens?"). +6. **Constraints — including unwritten ones.** Capacity limits, qualifications, + compatibilities, regulatory and quality rules. Then ask separately for the unwritten ones: + "what would a new scheduler get wrong in week one?", "what do you always/never do that's on + no document?", "which rules exist because of something that went wrong once?". +7. **Boundary conditions.** What the system starts with and what arrives: initial state, + arrival patterns of demand/work, external inputs and their reliability. + +## How to interview + +- **Objectives first.** Establish category 1 before anything else; then let it prioritise the + rest. Depth is objective-relative: a fact earns probing when an objective needs it. +- **Slice, then sweep.** First walk one concrete case end to end ("walk me through one order, + from arriving to shipping") to expose the structure; then sweep each category systematically + across everything the slice revealed. +- **Probe; don't settle for the first answer.** Follow up on vague terms and quantifiers + ("usually", "roughly", "mostly fine") — each hides either a distribution or an exception. + Ask for last-time-it-happened stories rather than generalisations. Check consistency: when + two answers tension against each other, say so and ask. +- **Ask for absences explicitly.** "Is there anything that never happens?" and "what am I not + asking about?" (clearinghouse) near the end of each topic. +- **Batch breadth, sequence depth.** You may group 2–4 related survey questions in one turn, + but probe one thread at a time when digging. +- **Keep an assumption ledger.** Any value or rule you supply that the expert did not state — + defaults, simplifications, made-up numbers — goes in an explicit numbered list, each entry + marked with why it was assumed and how to check it. Never let an assumption pass silently + into the model. +- **End properly.** Before producing the model: summarise what you have per category, state + what is missing or assumed, and give the expert one chance to correct you. Do not end the + interview merely because the expert seems busy; if pressed for time, say what is still + missing and let them choose. Do not keep interviewing once the categories are covered to the + depth the objectives need. + +## The deliverable + +When the interview is complete, produce: (a) the model, in the most faithful representation +the target tooling allows, with every element named in the expert's own vocabulary; (b) the +assumption ledger; (c) a short account of what the model deliberately leaves out and why. diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/notes/expert-meeting-findings-2026-08-11.md b/imports/brunch-agent/docs/planning/process-model-elicitation/notes/expert-meeting-findings-2026-08-11.md index f8419ee08d6..9149dd782c4 100644 --- a/imports/brunch-agent/docs/planning/process-model-elicitation/notes/expert-meeting-findings-2026-08-11.md +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/notes/expert-meeting-findings-2026-08-11.md @@ -1,6 +1,6 @@ # Findings — Yannis/Dora/Lu meeting, 2026-08-11 -Source: [transcript](../../../../inbox/yannis-dora-lu-transcript-2026-08-11.md). Prep doc: +Source: [transcript](../../../inbox/yannis-dora-lu-transcript-2026-08-11.md). Prep doc: [expert-meeting-prep-2026-08-11](expert-meeting-prep-2026-08-11.md). Participants: Lu, Yannis Zachos (Petrinaut team), Dora Ma (PM, "Speaker 4"). diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/research/voice-feasibility.md b/imports/brunch-agent/docs/planning/process-model-elicitation/research/voice-feasibility.md index 56c75f4124b..31ac17ef68b 100644 --- a/imports/brunch-agent/docs/planning/process-model-elicitation/research/voice-feasibility.md +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/research/voice-feasibility.md @@ -2,7 +2,7 @@ Resolves FE-1359. Written 2026-08-11 against [`spec.md`](../../elicitation-kernel/spec.md) (draft assembled 2026-08-10, reviewed twice since), -the inbox note [voice-implementation-recommendation-pplx](../../../../inbox/voice-implementation-recommendation-pplx.md), +the inbox note [voice-implementation-recommendation-pplx](../../../inbox/voice-implementation-recommendation-pplx.md), the three prototype branches (`prototype/10-flue-roundtrip`, `prototype/11-capture-sweep`, `prototype/13-sweep-seam`), and web verification of the provider landscape (sources at the end). @@ -615,7 +615,7 @@ Spec and repo (primary): - [`spec.md`](../../elicitation-kernel/spec.md) §4, §5, §5.1, §7.2–§7.7, §8.1–§8.3, §9.1–§9.6, §10, §11.4, §12.6, §13.1 -- [`CONTEXT.md`](../../../CONTEXT.md) — ui-shell definition +- [`CONTEXT.md`](../../../../CONTEXT.md) — ui-shell definition - [`issues/01-flue-architecture-deep-read.md`](../../elicitation-kernel/issues/01-flue-architecture-deep-read.md) — durable-submission terminal outcomes and abort signal; `useDataWriter` one-way; `useAgentStart` load-data seam; `@flue/sdk` for non-React hosts @@ -623,12 +623,12 @@ Spec and repo (primary): — turn suspension proven, wake wart, update-in-place data channel - `prototypes/sweep-seam/src/ui/chat.tsx` on `prototype/13-sweep-seam` — the existing reply transport (`useFlueAgent`, `agent.sendMessage(text)`), tap-as-string, `StorePanel` -- [`docs/inbox/yannis-dora-lu-transcript-2026-08-11.md`](../../../../inbox/yannis-dora-lu-transcript-2026-08-11.md) +- [`docs/inbox/yannis-dora-lu-transcript-2026-08-11.md`](../../../inbox/yannis-dora-lu-transcript-2026-08-11.md) — the ASR-fidelity evidence Provider and practice (web, fetched 2026-08-11): -- [`docs/inbox/voice-implementation-recommendation-pplx.md`](../../../../inbox/voice-implementation-recommendation-pplx.md) +- [`docs/inbox/voice-implementation-recommendation-pplx.md`](../../../inbox/voice-implementation-recommendation-pplx.md) — the prior recommendation this document refines and partly dissents from - [ElevenLabs Speech Engine overview](https://elevenlabs.io/docs/overview/capabilities/speech-engine) — "adds voice capabilities to any chat agent"; "your server provides the LLM logic"; SDK "manages diff --git a/imports/brunch-agent/tsconfig.json b/imports/brunch-agent/tsconfig.json index 2b2ae6a3b86..77da2a357b6 100644 --- a/imports/brunch-agent/tsconfig.json +++ b/imports/brunch-agent/tsconfig.json @@ -9,6 +9,7 @@ "packages/*/test", "apps/*/src", "apps/*/test", - "apps/*/*.config.ts" + "apps/*/*.config.ts", + "docs/planning/**/*.ts" ] } From 9c3d52582c9a5866e0e35baef9b8ec222d3164f3 Mon Sep 17 00:00:00 2001 From: Lu Nelson <21277928+TimDiekmann@users.noreply.github.com> Date: Thu, 20 Aug 2026 17:10:33 +0200 Subject: [PATCH 23/65] FE-1399: Fix verified silent failures in CI and the dev app (#7) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit * FE-1399: Make the CI gates and dev app fail loudly where review found they fail silently The five verified findings from the FE-1361 review sweep: - Agent-module detection is statement-anchored (shared in test/workspace.ts, unit-tested), so a comment mentioning 'use agent' no longer turns a file into an agent module — while a misplaced or comment-trailed directive is still detected and failed loudly. - workspacePackages() derives its groups from the root manifest's workspaces globs; an unknown group, unreadable glob shape, or missing directory now throws instead of passing every boundary invariant vacuously. - toolName() takes the Operation union instead of string, so a misspelled operation is a compile error; a @ts-expect-error test pins the narrowing. - The dev app's mount path derives from GherkinElicitor.agentName, and a new boundary test forbids a pinned identity being duplicated as a string literal outside its agent module. - The production /assets/:file route serves everything the client build can emit — bytes, not UTF-8; case-folded extensions; content-type map failing open to octet-stream — with the handler extracted to assets.ts and driven as a real Hono route over binary fixtures. Review fixes folded in: trailing-comment directives still detected, identity scan matches quoted literals only (no comment cry-wolf), uppercase extensions serve. Co-Authored-By: Claude Fable 5 * symlink CLAUDE.md from AGENTS.md --------- Co-authored-by: Claude Fable 5 --- imports/brunch-agent/CLAUDE.md | 1 + imports/brunch-agent/apps/dev/src/app.ts | 21 ++--- imports/brunch-agent/apps/dev/src/assets.ts | 75 +++++++++++++++ .../brunch-agent/apps/dev/test/assets.test.ts | 93 +++++++++++++++++++ .../brunch-agent/packages/core/src/naming.ts | 10 +- .../packages/core/test/naming.test.ts | 19 +++- imports/brunch-agent/test/boundaries.test.ts | 41 +++++++- .../brunch-agent/test/build-artifact.test.ts | 12 ++- imports/brunch-agent/test/workspace.test.ts | 62 +++++++++++++ imports/brunch-agent/test/workspace.ts | 75 +++++++++++++-- 10 files changed, 371 insertions(+), 38 deletions(-) create mode 120000 imports/brunch-agent/CLAUDE.md create mode 100644 imports/brunch-agent/apps/dev/src/assets.ts create mode 100644 imports/brunch-agent/apps/dev/test/assets.test.ts create mode 100644 imports/brunch-agent/test/workspace.test.ts diff --git a/imports/brunch-agent/CLAUDE.md b/imports/brunch-agent/CLAUDE.md new file mode 120000 index 00000000000..47dc3e3d863 --- /dev/null +++ b/imports/brunch-agent/CLAUDE.md @@ -0,0 +1 @@ +AGENTS.md \ No newline at end of file diff --git a/imports/brunch-agent/apps/dev/src/app.ts b/imports/brunch-agent/apps/dev/src/app.ts index ac0a1ef4b74..510587e7881 100644 --- a/imports/brunch-agent/apps/dev/src/app.ts +++ b/imports/brunch-agent/apps/dev/src/app.ts @@ -11,12 +11,15 @@ import { readFile } from 'node:fs/promises'; import { createAgentRouter } from '@flue/runtime/routing'; import { Hono } from 'hono'; import { GherkinElicitor } from './agents/gherkin-elicitor.ts'; +import { assetHandler } from './assets.ts'; const app = new Hono(); // One route per target agent. The gallery grows an entry per plugin; gherkin -// is the tracer that wires end-to-end first (spec §13). -app.route('/agents/brunch-gherkin-elicitor', createAgentRouter(GherkinElicitor)); +// is the tracer that wires end-to-end first (spec §13). The path derives from +// the pinned identity — a copied literal here would let a second agent shadow +// this mount with every test still green. +app.route(`/agents/${GherkinElicitor.agentName}`, createAgentRouter(GherkinElicitor)); // The flue dev controller owns the whole request space — no fall-through to // vite's html serving — so the ui is app-served, in dev and in production @@ -33,18 +36,6 @@ const uiRoot = new URL(import.meta.env.DEV ? '../' : './client/', import.meta.ur app.get('/', async (c) => c.html(await readFile(new URL('index.html', uiRoot), 'utf8'))); // Production only: in dev, vite serves the module graph under /src. -app.get('/assets/:file', async (c) => { - const file = c.req.param('file'); - // Path traversal would otherwise read anything on disk relative to the - // bundle. Only the flat asset names the client build emits are servable. - if (!/^[\w.-]+\.(js|css|map)$/.test(file)) return c.notFound(); - try { - const body = await readFile(new URL(`assets/${file}`, uiRoot), 'utf8'); - const type = file.endsWith('.css') ? 'text/css' : 'text/javascript'; - return c.body(body, 200, { 'content-type': type }); - } catch { - return c.notFound(); - } -}); +app.get('/assets/:file', assetHandler(uiRoot)); export default app; diff --git a/imports/brunch-agent/apps/dev/src/assets.ts b/imports/brunch-agent/apps/dev/src/assets.ts new file mode 100644 index 00000000000..d98d3ac995e --- /dev/null +++ b/imports/brunch-agent/apps/dev/src/assets.ts @@ -0,0 +1,75 @@ +/** + * Production asset serving — everything the client build emits, not an + * extension allowlist. + * + * The FE-1361 review verified the failure the old inline route carried: it + * allowlisted `js|css|map` and read hits as UTF-8, so the first font or image + * the client build emitted would 404 in production while vite dev served it + * fine — and widening the allowlist without dropping the UTF-8 read would + * have corrupted binary bytes instead. So: any flat, extension-bearing file + * name serves, read as bytes; the content-type map fails open to + * `application/octet-stream` rather than failing the asset. + */ + +import { readFile } from 'node:fs/promises'; +import type { Context } from 'hono'; + +/** + * The shape of a servable name: flat (path traversal would otherwise read + * anything on disk relative to the bundle), not dot-led (no hidden files), + * carrying a real extension. Everything the client build emits under + * `assets/` looks like this. + */ +const SERVABLE_ASSET = /^[\w-][\w.-]*\.([a-z0-9]+)$/i; + +/** + * Types for what the client build emits today and plausibly tomorrow. An + * extension missing here still serves — as `application/octet-stream` — so + * an unforeseen asset kind degrades to a pickier content-type, never to a + * production-only 404. The one type that must be exact is `text/css`: + * browsers refuse stylesheets served as anything else. + */ +const ASSET_TYPES: Readonly> = { + avif: 'image/avif', + css: 'text/css', + gif: 'image/gif', + ico: 'image/x-icon', + jpeg: 'image/jpeg', + jpg: 'image/jpeg', + js: 'text/javascript', + json: 'application/json', + map: 'application/json', + mjs: 'text/javascript', + otf: 'font/otf', + png: 'image/png', + svg: 'image/svg+xml', + ttf: 'font/ttf', + txt: 'text/plain', + wasm: 'application/wasm', + webp: 'image/webp', + woff: 'font/woff', + woff2: 'font/woff2', +}; + +/** Serve `assets/:file` from the client build rooted at `uiRoot`. */ +export function assetHandler(uiRoot: URL): (c: Context) => Promise { + return async (c) => { + const file = c.req.param('file'); + // Case-folded: bundlers preserve source-file case, so a `Logo.PNG` in the + // ui tree emits as-is and must serve — the vite-dev-works/production-404s + // seam again. `Object.hasOwn` keeps a name like `x.constructor` from + // reaching the prototype chain instead of the map. + const extension = (file ? SERVABLE_ASSET.exec(file)?.[1] : undefined)?.toLowerCase(); + if (!extension) return c.notFound(); + try { + const body = await readFile(new URL(`assets/${file}`, uiRoot)); + return c.body(new Uint8Array(body), 200, { + 'content-type': Object.hasOwn(ASSET_TYPES, extension) + ? ASSET_TYPES[extension]! + : 'application/octet-stream', + }); + } catch { + return c.notFound(); + } + }; +} diff --git a/imports/brunch-agent/apps/dev/test/assets.test.ts b/imports/brunch-agent/apps/dev/test/assets.test.ts new file mode 100644 index 00000000000..275ed173690 --- /dev/null +++ b/imports/brunch-agent/apps/dev/test/assets.test.ts @@ -0,0 +1,93 @@ +/** + * The production asset route, driven as a real Hono route over a real + * directory. In dev, vite serves the module graph and this route is never + * hit — so nothing else exercises it, and a gap here is production-only + * by construction (the FE-1361 review's verified finding: the old + * js|css|map allowlist 404'd the first font or image the client build + * emitted, and its UTF-8 read would have corrupted the bytes had the + * allowlist merely grown). + * + * Tested against the handler module rather than the emitted server bundle, + * because that bundle targets node (`node:sqlite`) and cannot be imported + * under `bun test`. + */ + +import { afterAll, describe, expect, test } from 'bun:test'; +import { mkdirSync, mkdtempSync, rmSync, writeFileSync } from 'node:fs'; +import { tmpdir } from 'node:os'; +import { join } from 'node:path'; +import { pathToFileURL } from 'node:url'; +import { Hono } from 'hono'; +import { assetHandler } from '../src/assets.ts'; + +const uiRoot = mkdtempSync(join(tmpdir(), 'brunch-assets-')); +const BINARY_BYTES = Uint8Array.from({ length: 256 }, (_, i) => i); + +mkdirSync(join(uiRoot, 'assets')); +writeFileSync(join(uiRoot, 'assets/index.js'), 'export {};\n'); +writeFileSync(join(uiRoot, 'assets/index.css'), 'body {}\n'); +writeFileSync(join(uiRoot, 'assets/brand.woff2'), BINARY_BYTES); +writeFileSync(join(uiRoot, 'assets/Logo.PNG'), BINARY_BYTES); +writeFileSync(join(uiRoot, 'assets/blob.dat'), BINARY_BYTES); + +afterAll(() => rmSync(uiRoot, { recursive: true, force: true })); + +const app = new Hono(); +app.get('/assets/:file', assetHandler(pathToFileURL(`${uiRoot}/`))); + +describe('the production asset route', () => { + test('serves the build outputs with their types', async () => { + for (const [file, type] of [ + ['index.js', 'text/javascript'], + ['index.css', 'text/css'], + ] as const) { + const response = await app.request(`/assets/${file}`); + expect({ file, status: response.status, type: response.headers.get('content-type') }).toEqual( + { file, status: 200, type }, + ); + } + }); + + test('serves a binary asset byte-for-byte', async () => { + // Bytes 0..255 include invalid UTF-8 sequences on purpose: a decode-then- + // reencode anywhere on the path corrupts them, and this catches it. + const response = await app.request('/assets/brand.woff2'); + expect(response.status).toBe(200); + expect(response.headers.get('content-type')).toBe('font/woff2'); + expect(new Uint8Array(await response.arrayBuffer())).toEqual(BINARY_BYTES); + }); + + test('extension case does not decide servability', async () => { + // Bundlers preserve source-file case in emitted names, so `Logo.PNG` is a + // real production shape, not a hypothetical. + const response = await app.request('/assets/Logo.PNG'); + expect(response.status).toBe(200); + expect(response.headers.get('content-type')).toBe('image/png'); + }); + + test('an asset type nobody anticipated still serves, as octet-stream', async () => { + // Fail open on the content-type, never on the bytes: an unknown extension + // must not reintroduce the 404-in-production-only failure. + const response = await app.request('/assets/blob.dat'); + expect(response.status).toBe(200); + expect(response.headers.get('content-type')).toBe('application/octet-stream'); + expect(new Uint8Array(await response.arrayBuffer())).toEqual(BINARY_BYTES); + }); + + test('refuses traversal, hidden files, and extensionless names', async () => { + for (const path of [ + '/assets/..%2Fsecret.js', + '/assets/%2e%2e%2fsecret.js', + '/assets/.env', + '/assets/noextension', + ]) { + const response = await app.request(path); + expect({ path, status: response.status }).toEqual({ path, status: 404 }); + } + }); + + test('a missing asset is a 404, not a crash', async () => { + const response = await app.request('/assets/never-emitted.js'); + expect(response.status).toBe(404); + }); +}); diff --git a/imports/brunch-agent/packages/core/src/naming.ts b/imports/brunch-agent/packages/core/src/naming.ts index 98cba779f75..1386719806c 100644 --- a/imports/brunch-agent/packages/core/src/naming.ts +++ b/imports/brunch-agent/packages/core/src/naming.ts @@ -56,8 +56,14 @@ export function toolPrefix(productName: string = PRODUCT_NAME): string { return `${normalized}_`; } -/** Render an abstract operation into its model-facing tool name. */ -export function toolName(operation: string, productName: string = PRODUCT_NAME): string { +/** + * Render an abstract operation into its model-facing tool name. + * + * The parameter is the `Operation` union, not `string`, so a misspelled + * operation is a compile error rather than a misnamed tool the model quietly + * fails to find. The runtime guard stays for untyped callers. + */ +export function toolName(operation: Operation, productName: string = PRODUCT_NAME): string { if (!IDENTIFIER.test(operation)) { throw new Error( `Unusable operation name ${JSON.stringify(operation)}: expected a lowercase identifier.`, diff --git a/imports/brunch-agent/packages/core/test/naming.test.ts b/imports/brunch-agent/packages/core/test/naming.test.ts index 6fed0f45bcf..d635a28c82b 100644 --- a/imports/brunch-agent/packages/core/test/naming.test.ts +++ b/imports/brunch-agent/packages/core/test/naming.test.ts @@ -1,5 +1,5 @@ import { describe, expect, test } from 'bun:test'; -import { OPERATIONS, PRODUCT_NAME, toolName, toolPrefix } from '../src/naming.ts'; +import { OPERATIONS, PRODUCT_NAME, toolName, toolPrefix, type Operation } from '../src/naming.ts'; // Spec §12.3: architectural strings name identity, not function. The tool // prefix derives from the product name so the unresolved name-fog costs one @@ -33,8 +33,21 @@ describe('tool namespacing', () => { }); test('an operation name that is not an identifier is refused', () => { - expect(() => toolName('ask user!', 'Loom')).toThrow(/operation/i); - expect(() => toolName('', 'Loom')).toThrow(/operation/i); + // Cast on purpose: the parameter type already forbids these, and the + // runtime guard behind it is what this test pins for untyped callers. + expect(() => toolName('ask user!' as unknown as Operation, 'Loom')).toThrow(/operation/i); + expect(() => toolName('' as unknown as Operation, 'Loom')).toThrow(/operation/i); + }); + + test('an operation core never declared does not compile', () => { + // The FE-1361 review's verified finding: with a plain-string parameter, + // `toolName('aks')` compiled and shipped a misnamed model-facing tool. + // Never called — 'aks' is a well-formed identifier, so only the type + // rejects it. If the directive ever reports as unused, the parameter has + // widened back to string and the typo channel is open again. + // @ts-expect-error -- 'aks' is not an Operation + const misspelled = () => toolName('aks'); + expect(misspelled).toBeInstanceOf(Function); }); }); diff --git a/imports/brunch-agent/test/boundaries.test.ts b/imports/brunch-agent/test/boundaries.test.ts index 56c4531dc29..528906a5e7c 100644 --- a/imports/brunch-agent/test/boundaries.test.ts +++ b/imports/brunch-agent/test/boundaries.test.ts @@ -14,6 +14,7 @@ import { describe, expect, test } from 'bun:test'; import { readFileSync } from 'node:fs'; import { join } from 'node:path'; import { + agentModules, allDependencies, filesIn, importedPackages, @@ -215,17 +216,20 @@ describe('Valibot is the schema library at every boundary (spec §12.4)', () => describe('recorded Flue constraints hold by construction (spec §10)', () => { const dev = PACKAGES.find((pkg) => pkg.relPath === 'apps/dev')!; - const agentModules = sourceFiles(dev).filter((file) => /'use agent'|"use agent"/.test(file.text)); + // Statement-anchored detection (see workspace.ts): a comment mentioning the + // directive is not an agent module, but a *misplaced* directive still is — + // so the first-statement test below sees it and goes red. + const devAgentModules = agentModules(dev); test('the dev app has at least one agent module', () => { - expect(agentModules.length).toBeGreaterThan(0); + expect(devAgentModules.length).toBeGreaterThan(0); }); test("'use agent' is the module's first statement", () => { // The build does NOT catch this: a misplaced directive builds green and // the module simply stops being an agent. Nothing else would notice until // a conversation failed to start. - for (const file of agentModules) { + for (const file of devAgentModules) { // Comments are not statements, so a leading doc block is legal and must // not read as a violation. const withoutLeadingComments = file.text @@ -239,11 +243,40 @@ describe('recorded Flue constraints hold by construction (spec §10)', () => { test('agentName is a pinned string literal', () => { // Conversation storage keys on it, so a computed value is unsupportable // and a changed value orphans every existing conversation. - for (const file of agentModules) { + for (const file of devAgentModules) { expect(file.text).toMatch(/^\s*\w+\.agentName\s*=\s*'[a-z][a-z0-9-]*';\s*$/m); } }); + test('a pinned identity appears only in its own agent module', () => { + // The mount path (and anything else naming the agent) must derive from + // `agentName`, not copy it: a duplicated literal is the seam the FE-1361 + // review verified — a copy-pasted second agent shadows the mount while + // every test stays green, because nothing ties the copies together. + const identities = devAgentModules.flatMap((file) => + [...file.text.matchAll(/\w+\.agentName\s*=\s*'([^']+)'/g)].map((match) => ({ + identity: match[1]!, + pinnedIn: file.relPath, + })), + ); + expect(identities.length).toBeGreaterThan(0); + // Quoted occurrences only: prose in a comment may *name* the agent without + // duplicating its identity into anything the runtime reads — flagging that + // would be the cry-wolf failure this ticket removed from the directive + // check. A string literal carrying the identity anywhere else is real + // duplication, including inside a longer path like '/agents/…'. + const STRING_LITERAL = /(['"`])(?:\\.|(?!\1)[^\\\n])*\1/g; + for (const { identity, pinnedIn } of identities) { + const duplicatedIn = sourceFiles(dev) + .filter((file) => file.relPath !== pinnedIn) + .filter((file) => + (file.text.match(STRING_LITERAL) ?? []).some((literal) => literal.includes(identity)), + ) + .map((file) => file.relPath); + expect({ identity, duplicatedIn }).toEqual({ identity, duplicatedIn: [] }); + } + }); + test('vite is pinned to ^8, which @flue/vite requires', () => { const pinned = PACKAGES.flatMap((pkg) => { const range = pkg.manifest.devDependencies?.vite ?? pkg.manifest.dependencies?.vite; diff --git a/imports/brunch-agent/test/build-artifact.test.ts b/imports/brunch-agent/test/build-artifact.test.ts index 8899801e50f..2fa52a84f20 100644 --- a/imports/brunch-agent/test/build-artifact.test.ts +++ b/imports/brunch-agent/test/build-artifact.test.ts @@ -16,10 +16,11 @@ import { beforeAll, describe, expect, test } from 'bun:test'; import { existsSync, readdirSync, readFileSync } from 'node:fs'; import { join } from 'node:path'; -import { REPO_ROOT, sourceFiles, workspacePackages } from './workspace.ts'; +import { agentModules, REPO_ROOT, workspacePackages } from './workspace.ts'; const DEV_APP = join(REPO_ROOT, 'apps/dev'); const DIST = join(DEV_APP, 'dist'); +const CLIENT = join(DIST, 'client'); /** Everything the server build emitted, concatenated. */ let bundle = ''; @@ -43,8 +44,7 @@ beforeAll(async () => { /** The pinned identity of every agent module in the dev app, read from source. */ function declaredAgentIdentities(): string[] { const dev = workspacePackages().find((pkg) => pkg.relPath === 'apps/dev')!; - return sourceFiles(dev) - .filter((file) => /'use agent'|"use agent"/.test(file.text)) + return agentModules(dev) .flatMap((file) => [...file.text.matchAll(/\w+\.agentName\s*=\s*'([^']+)'/g)]) .map((match) => match[1]!); } @@ -94,8 +94,6 @@ describe('the emitted client bundle', () => { // a second plain vite config. Without these, a client-side break would be // invisible to CI — the Flue build would go green having never transformed a // line of it. - const CLIENT = join(DIST, 'client'); - test('emits html and a bundled entry', () => { expect(existsSync(join(CLIENT, 'index.html'))).toBe(true); expect(existsSync(join(CLIENT, 'assets/index.js'))).toBe(true); @@ -115,3 +113,7 @@ describe('the emitted client bundle', () => { expect(entry.length).toBeGreaterThan(10_000); }); }); + +// The production asset route is tested in `apps/dev/test/assets.test.ts`, +// against the handler module directly: the emitted server bundle targets +// node (`node:sqlite`), so it cannot be imported and driven under `bun test`. diff --git a/imports/brunch-agent/test/workspace.test.ts b/imports/brunch-agent/test/workspace.test.ts new file mode 100644 index 00000000000..1176b8056bd --- /dev/null +++ b/imports/brunch-agent/test/workspace.test.ts @@ -0,0 +1,62 @@ +/** + * The introspection helpers themselves, at the seams where a wrong answer + * makes some other invariant pass vacuously or fail spuriously. + * + * Agent-module detection is the load-bearing one: the FE-1361 review found the + * old bare substring match turned any file whose *comments* mention the + * `'use agent'` directive into an "agent module", failing two assertions on a + * comment-only change. Detection is now anchored to a directive *statement* — + * and deliberately not to the first statement only, so a misplaced directive + * is still detected and then failed by the first-statement invariant instead + * of escaping it. + */ + +import { describe, expect, test } from 'bun:test'; +import { isAgentModule, type SourceFile } from './workspace.ts'; + +const file = (text: string): SourceFile => ({ + path: '/fake/module.ts', + relPath: 'fake/module.ts', + text, +}); + +describe('isAgentModule', () => { + test('a module whose first statement is the directive is one', () => { + expect(isAgentModule(file("'use agent';\nexport function A() {}\n"))).toBe(true); + expect(isAgentModule(file('"use agent";\nexport function A() {}\n'))).toBe(true); + }); + + test('a leading doc block before the directive still counts', () => { + expect(isAgentModule(file("/** The agent. */\n'use agent';\nexport {};\n"))).toBe(true); + }); + + test('a comment mentioning the directive is not a directive', () => { + // The regression the FE-1361 review verified: CI went red on a + // comment-only change because detection matched raw file text. + expect(isAgentModule(file("// the 'use agent' directive must come first\nexport {};\n"))).toBe( + false, + ); + expect( + isAgentModule(file('/**\n * A file about the "use agent" directive.\n */\nexport {};\n')), + ).toBe(false); + }); + + test('a trailing comment on the directive line does not hide the module', () => { + // `'use agent'; // registers X` is still a directive at runtime — comments + // are not statements — so it must still be detected, or every downstream + // invariant passes vacuously for that module. + expect(isAgentModule(file("'use agent'; // registers the elicitor\nexport {};\n"))).toBe(true); + expect(isAgentModule(file("'use agent'; /* registered */\nexport {};\n"))).toBe(true); + }); + + test('a misplaced directive is still detected, so the first-statement invariant can fail it', () => { + // If detection required the directive to be first, a module that misplaced + // it would silently stop being checked at all — the exact silent pass the + // first-statement test exists to prevent. + expect(isAgentModule(file("import 'x';\n'use agent';\nexport {};\n"))).toBe(true); + }); + + test('quotes must match', () => { + expect(isAgentModule(file('\'use agent";\nexport {};\n'))).toBe(false); + }); +}); diff --git a/imports/brunch-agent/test/workspace.ts b/imports/brunch-agent/test/workspace.ts index 93dfe27a12d..7f1847c1b17 100644 --- a/imports/brunch-agent/test/workspace.ts +++ b/imports/brunch-agent/test/workspace.ts @@ -41,17 +41,51 @@ export interface PackageManifest { } function directoriesIn(parent: string): string[] { - if (!existsSync(parent)) return []; return readdirSync(parent).filter((entry) => statSync(join(parent, entry)).isDirectory()); } +/** + * The architectural kind of each workspace group. Every glob the root manifest + * declares must resolve here: a group this map does not know is a group no + * boundary invariant governs, and that has to be a loud failure rather than a + * vacuous pass (the FE-1361 review's verified finding — the old hardcoded + * group list simply never saw a new group). + */ +const GROUP_KINDS: Readonly> = { + packages: 'package', + apps: 'app', +}; + export function workspacePackages(): WorkspacePackage[] { - const groups: ReadonlyArray<[string, 'package' | 'app']> = [ - ['packages', 'package'], - ['apps', 'app'], - ]; - return groups.flatMap(([group, kind]) => - directoriesIn(join(REPO_ROOT, group)).map((dir) => { + // Derived from the root manifest rather than listed by hand, so the set of + // groups the suite scans is the set Bun actually links as workspaces. + const rootManifest = JSON.parse(readFileSync(join(REPO_ROOT, 'package.json'), 'utf8')) as { + workspaces?: string[]; + }; + const globs = rootManifest.workspaces ?? []; + if (globs.length === 0) { + throw new Error('Root package.json declares no workspaces — nothing for the suite to govern.'); + } + return globs.flatMap((glob) => { + const group = /^([\w-]+)\/\*$/.exec(glob)?.[1]; + if (!group) { + throw new Error( + `Workspace glob ${JSON.stringify(glob)} is not the '/*' shape this suite scans — teach test/workspace.ts to read it.`, + ); + } + const kind = GROUP_KINDS[group]; + if (!kind) { + throw new Error( + `Workspace group '${group}/' has no architectural kind — add it to GROUP_KINDS in test/workspace.ts so its packages are governed by the boundary suite.`, + ); + } + const parent = join(REPO_ROOT, group); + if (!existsSync(parent)) { + throw new Error( + `Workspace group '${group}/' is declared in package.json but missing on disk.`, + ); + } + return directoriesIn(parent).map((dir) => { const path = join(REPO_ROOT, group, dir); const manifestPath = join(path, 'package.json'); if (!existsSync(manifestPath)) { @@ -61,8 +95,8 @@ export function workspacePackages(): WorkspacePackage[] { } const manifest = JSON.parse(readFileSync(manifestPath, 'utf8')) as PackageManifest; return { name: manifest.name, dir, path, relPath: `${group}/${dir}`, kind, manifest }; - }), - ); + }); + }); } /** Every declared dependency of a package, production and dev alike. */ @@ -120,6 +154,29 @@ export function testFiles(pkg: WorkspacePackage): SourceFile[] { return TEST_DIRECTORIES.flatMap((dir) => filesIn(join(pkg.path, dir))); } +/** + * The `'use agent'` directive as a statement: alone on its line, terminated, + * quotes matching. Anchoring to a statement rather than matching raw text + * keeps a comment that merely *mentions* the directive from turning a file + * into an agent module (the FE-1361 review's verified failure: CI red on a + * comment-only change). + * + * Deliberately not anchored to the *first* statement: a misplaced directive + * must still be detected, so the first-statement invariant in + * `test/boundaries.test.ts` can fail it loudly instead of never seeing it. + */ +const AGENT_DIRECTIVE_STATEMENT = /^\s*(['"])use agent\1;?\s*(?:$|\/\/|\/\*)/m; + +/** Whether a file declares itself an agent module (well-placed or not). */ +export function isAgentModule(file: SourceFile): boolean { + return AGENT_DIRECTIVE_STATEMENT.test(file.text); +} + +/** Every agent module a package ships. */ +export function agentModules(pkg: WorkspacePackage): SourceFile[] { + return sourceFiles(pkg).filter(isAgentModule); +} + /** * The module specifiers a source file imports or re-exports. * From 8771be4a4cd10b2278c69100b3753c5a50dc83f1 Mon Sep 17 00:00:00 2001 From: Lu Nelson <21277928+TimDiekmann@users.noreply.github.com> Date: Thu, 20 Aug 2026 17:12:14 +0200 Subject: [PATCH 24/65] FE-1397: Validate the generic IR against worked plugin payloads (#8) Draft speculative payload type systems for Gherkin (thin) and BPMN/process-mining (mid), check the five Layer-A MUST properties and three MAY patterns against them plus CPS (Layer B) and the assurance plugin. All five properties survive; 2 and 3 amended (evidence granularity; operative projection-independence). Symbolic references promoted MAY->SHOULD, motif annotations demoted to a named escape hatch, source-regime promoted from Layer B to a Layer-A pattern. Layer A status moves from conditionally ratified to ratified on worked examples, still provisional until the September harness run. Co-authored-by: Claude Fable 5 --- .../process-model-elicitation/ir-design.md | 80 +++++--- .../ir-worked-examples.md | 175 ++++++++++++++++++ 2 files changed, 227 insertions(+), 28 deletions(-) create mode 100644 imports/brunch-agent/docs/planning/process-model-elicitation/ir-worked-examples.md diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/ir-design.md b/imports/brunch-agent/docs/planning/process-model-elicitation/ir-design.md index 2ff8460a2fd..8a9a9f7d52f 100644 --- a/imports/brunch-agent/docs/planning/process-model-elicitation/ir-design.md +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/ir-design.md @@ -1,10 +1,12 @@ # Intermediate representation — design (FE-1364) Resolved 2026-08-13 (FE-1364 grilling session). Two layers: a general, architecture-level -definition of the IR — **conditionally ratified**, see the status note — and the CPS plugin's -specific payload design, the September working design. Inputs: the kernel spec (§5, §6, §11), -the Petrinaut survey's format facts, Dora's PRO-98 ontology (its Maps-to column), the -open-questions doc §7, and the FE-1363 use-case resolution. +definition of the IR — **ratified on worked examples** (FE-1397), see the status note — and the +CPS plugin's specific payload design, the September working design. Inputs: the kernel spec +(§5, §6, §11), the Petrinaut survey's format facts, Dora's PRO-98 ontology (its Maps-to column), +the open-questions doc §7, and the FE-1363 use-case resolution. Layer-A amendments from the +worked-examples exercise are marked *(amended FE-1397)*; the exercise itself is +[`ir-worked-examples.md`](./ir-worked-examples.md). ## Layer A — what "the IR" is, architecturally @@ -23,40 +25,62 @@ opaque plugin payload. Defining an IR is therefore defining a payload type syste 1. **Declare a closed, named catalog of assertion kinds** (namespaced concept declarations). Assurance: `Statement` kinds; Gherkin: scenario/step records; CPS: the catalog below. *(already spec canon, §11.1)* -2. **Statement granularity.** Each payload is one assertion at the granularity the user stated - it; factoring into artifact-shaped elements belongs to `project`. The interviewer never does - the artifact's modelling work mid-conversation. *(new in this decision)* -3. **Projection-independence.** Kinds are defined in domain vocabulary, never a projection - target's vocabulary; the IR may legitimately hold kinds no current projection consumes — the - typed loss report is what keeps that honest. *(new in this decision)* +2. **Evidence granularity.** Each payload is one assertion at the resolution the evidence + states it — the user's utterance in the primary case, the declared default or documented + transformation for `defaulted` / `external-lookup` captures. One utterance may yield several + single-assertion captures (granularity is per-assertion, never per-utterance), and a user + who happens to speak in artifact-shaped units is coincidence, not violation. Factoring into + artifact-shaped elements belongs to `project`; the interviewer never does the artifact's + modelling work mid-conversation. *(new in this decision; amended FE-1397 — generalized from + statement granularity for log-derived captures)* +3. **Projection-independence.** Kinds are defined in domain vocabulary, and the IR may + legitimately hold kinds no current projection consumes — the typed loss report is what keeps + that honest. The second clause is the enforceable content: the property's bite is + proportional to domain–format distance, and where the target format *is* the domain + (Gherkin), the vocabulary clause degenerates gracefully rather than failing. *(new in this + decision; amended FE-1397)* 4. **Relations are payload data, not envelope structure.** A plugin needing structure declares its own reference/edge vocabulary (assurance's four edge kinds; CPS's symbolic name references). *(already spec canon, §5)* 5. **Domain labels and rollups derive at read time via `project`, never stored.** *(already spec canon, §5, §13.3)* -**Recommended patterns** (MAY, not obligations): - -- Symbolic, name-based references between payloads, with `reconcile` doing identity resolution - at read time — matches how experts talk and survives supersession without dangling edges. -- A purpose/objective kind anchoring a **question-relative completion contract**. -- Non-load-bearing pattern/motif annotations that projection may take hints from but never - depend on. - -**Status: conditionally ratified** (Lu, 2026-08-13). Ratification requires drafting speculative -payload designs across at least three plugin targets at different complexity levels — Gherkin -(thin, known), CPS (thick, this document), plus a third to triangulate (the kernel spec names -BPMN/process-mining as the third dev target) — and checking which properties survive. That -exercise is its own prototype ticket. Two standing expectations for it: **sublimation pressure -is the norm** (drafting the assurance plugin moved content harness-ward into the generic -strategy quiver; expect the same of CPS facets — a kind migrating to the harness is a finding, -not a failure), and all Layer-A claims stay provisional until real examples run through a -working harness. +**Recommended patterns** (graded per FE-1397): + +- **SHOULD** *(promoted from MAY, FE-1397 — all four worked designs use it)*: symbolic, + name-based references between payloads, with `reconcile` doing identity resolution at read + time — matches how experts talk and survives supersession without dangling edges. A plugin + departing from it should say why. +- **MAY**: **completion-anchor kinds** for a question-relative completion contract — a distinct + purpose/objective kind where the domain has explicit purposes (CPS, BPMN), existing + purpose-shaped kinds otherwise (Gherkin's feature narrative + rules; assurance's `goal`). + *(amended FE-1397 — the pattern is "completion anchors on purpose-bearing captures", not + "declare a kind named objective")* +- **MAY**, for process-shaped domains *(added FE-1397, promoted from Layer B)*: a + **source-regime** attribute (`prescribed | practiced`) on every kind — one model, never + parallel models; divergence surfaces as ordinary typed `conflicting` issues; regime composes + with (never duplicates) epistemic status, so log-observed vs. expert-believed practice is + already the envelope's `external-lookup` vs. `explicit`. +- **Named escape hatch only** *(demoted FE-1397 — zero uptake across all four designs)*: + non-load-bearing pattern/motif annotations that projection may take hints from but never + depend on; retained as a name pending a projection that demonstrably needs the hint. + +**Status: ratified on worked examples** (Lu, 2026-08-13, FE-1397). The ratification condition — +speculative payload designs across at least three plugin targets at different complexity levels, +checked property by property — is discharged in +[`ir-worked-examples.md`](./ir-worked-examples.md): Gherkin (thin), CPS (thick, this document's +Layer B), BPMN/process-mining (mid), with the assurance plugin (spec §13.2) as a fourth free +corroborant. All five MUST properties survive — 2 and 3 amended as worded above — and the +expected sublimation pressure materialized as pattern promotion (source-regime moving Layer-B → +Layer-A) rather than any kind moving into the envelope. Everything remains **desk-validated +only**: Layer-A claims stay provisional until real examples run through a working harness — the +September build exercises that. ## Layer B — the CPS plugin's IR A working design, validated only against the truck-fleet reference case (FE-1363). The -worked-examples exercise and the harness will bend it. +worked-examples exercise (FE-1397) left it unbent — its one export is source-regime, promoted to +a Layer-A pattern — but the harness still gets its turn. ### Assertion kinds diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/ir-worked-examples.md b/imports/brunch-agent/docs/planning/process-model-elicitation/ir-worked-examples.md new file mode 100644 index 00000000000..d9cad04f93f --- /dev/null +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/ir-worked-examples.md @@ -0,0 +1,175 @@ +# IR worked examples — Layer-A validation (FE-1397) + +Resolved 2026-08-13. This document discharges the ratification condition on the generic IR +definition ([`ir-design.md`](./ir-design.md), Layer A): speculative payload type systems drafted +across three plugin targets at different complexity levels, each checked against the five MUST +properties and three MAY patterns. **Desk validation only** — nothing here has run through a +working harness; Layer-A claims stay provisional until the September build exercises them. + +Four data points, not three: **Gherkin** (thin; drafted here), **CPS** (thick; `ir-design.md` +Layer B is worked example #2), **BPMN/process-mining** (mid; drafted here — the kernel spec's +named third dev target, §13), and the **assurance plugin** (spec §13.2) read as a fourth, free +corroborant since its payload design already exists in spec canon. + +## Worked example 1 — Gherkin (thin, known) + +The milestone-one tracer target (spec §13.1). Speculative kind catalog, namespace `gherkin/`: + +| # | Kind | Holds | Projects to (`.feature`) | +|---|------|-------|--------------------------| +| 1 | **feature** | a capability under specification and its value narrative (who benefits, why) | `Feature:` header + description | +| 2 | **rule** | a business rule the behavior must honor | `Rule:` block | +| 3 | **example** | one concrete case as the user stated it — context, action, expected outcome | `Scenario:`, with steps factored by `project` | +| 4 | **background-condition** | a precondition common to a feature's cases | `Background:` steps | +| 5 | **actor** | a persona or system that acts or is acted on | step subject vocabulary; tags | +| 6 | **term** | a domain word with agreed meaning, bindable to the pack-declared step lexicon | step phrasing normalization | + +**No `step` kind — statement granularity bites even at the thin end.** Users state cases ("an +expired token shows an error page"), not Given/When/Then triples; factoring a case into steps is +`project`'s work, exactly as CPS activity factoring is. A Gherkin-literate user may well dictate +literal Given/When/Then — then statement granularity *coincides* with artifact granularity, which +is coincidence, not violation; the payload holds what was said either way. The property's force +is that the interviewer never *requires* the artifact's decomposition mid-conversation. + +**References** are symbolic by name: example → its feature ("the password-reset flow"), example → +the rule it illustrates, background-condition → the feature it scopes; `reconcile` folds name +variants. **Completion** needs no distinct objective kind: the anchor role is filled by existing +kinds — every rule has at least one illustrating example (plus a contrastive counter-example +where the rule has an edge), every feature a happy path. The feature's value narrative is the +purpose statement. + +**Projection and loss.** Nearly everything lands `mapped-exactly` or `normalized` — Gherkin has +free-text description slots, so even rationale rides along. Actor and term captures emit no +distinct artifact element; they are consumed as naming/phrasing policy (`collapsed`). The loss +report is almost empty at the thin end: the *mechanism* holds but earns little — its value grows +with domain–format distance. Validation stays as spec §13.1 has it (parse validity + step-lexicon +binding), payload-stratum work. + +**Property stress notes.** (1) six kinds, closed — holds. (2) holds, with the coincidence note +above. (3) is the interesting one: the plugin is *named after its projection target*, and its +domain vocabulary ("scenario", "rule") is the format's vocabulary — the property cannot demand a +distance that does not exist. What it operatively demands still holds: kinds no projection +consumes (actor, term as glossary) are legitimate IR content, and the loss report keeps them +honest. (4) holds — references are payload data. (5) holds — "rule uncovered by any example" is a +read-time label, never stored. + +## Worked example 2 — CPS (thick) + +`ir-design.md` Layer B, in full; not restated here. What it contributes to the property check: + +- The **granularity rule** (Dora's claim #2, corrected) is the sharpest property-2 evidence in + the set: Petrinaut has no timing field, so a timed step cannot be one transition — storing + net-granularity elements would make every factoring change masquerade as a knowledge change. +- **Property 3 is carried by the net-bearing/IR-only split** (kinds 7–10) plus the typed loss + report — the demo's story is precisely that the IR legitimately holds kinds the projection + cannot consume. +- **Attribute patterns** (quantity, rationale, source-regime) show that not everything + cross-cutting deserves kind-hood — a payload-design idiom Layer A did not name, tested again by + BPMN below. +- Ten kinds, symbolic references, objective-anchored completion, read-time labels: properties 1, + 4, 5 and both first MAY patterns exercised without strain. + +## Worked example 3 — BPMN / process-mining (mid, speculative) + +The triangulation point, chosen because it varies both axes at once: a process domain like CPS +but a different artifact family (BPMN 2.0 XML, not Petrinaut), and — via process mining — the one +evidence source neither other target has: **event logs**, i.e. captures whose provenance is not +an utterance. Speculative kind catalog, namespace `bpmn/`: + +| # | Kind | Holds | Projects to (BPMN 2.0) | +|---|------|-------|------------------------| +| 1 | **role** | who does the work — org units, people, systems | participants (pools) + lanes | +| 2 | **activity** | a unit of work as the expert states it — actor, inputs, outcomes | tasks (factored; task type derived) | +| 3 | **trigger** | what starts or interrupts work — timers, messages, failures | events (start/intermediate/boundary) | +| 4 | **ordering/flow** | sequencing and branching with conditions | sequence flows + gateways | +| 5 | **decision** | the rule applied at a branch point | gateway conditions where compilable; else IR-only | +| 6 | **case-story** | one concrete trace ("the Meyer order last Tuesday went…") | nothing directly; validates flows | +| 7 | **deviation** | how practice departs from the nominal path | boundary events / alternate flows, partially | +| 8 | **artifact** | documents and data objects flowing through the process | data objects + associations | +| 9 | **objective** | KPIs and the questions the model must answer (cycle time, conformance) | nothing — BPMN has no KPI element; IR-only | +| 10 | **log-binding** | model element ↔ event-log field (case id, activity, timestamp) | nothing; IR-only, consumed by conformance tooling | + +**Event-log evidence needs no envelope change.** A mining proposal ("credit check precedes +approval in 92% of traces") enters as an ordinary capture with `epistemic_status: +external-lookup`, citing the log and a documented transformation instead of a user span — exactly +the C5 adjudication (spec §5, Appendix A). What it *does* expose is a wording gap in property 2: +"the granularity the user stated it" has no user here; the mined capture's granularity is set by +the documented transformation. The property generalizes from *statement* granularity to +**evidence granularity**, with the user's utterance as the primary case. + +**Regime and epistemics compose; no third regime value.** The org manual says X, the expert says +actually-Y, the log shows Z. The de jure/de facto split is the regime (`prescribed | practiced`, +from CPS); expert-belief vs. log-observation within `practiced` is already the envelope's +epistemic status (`explicit` vs. `external-lookup`). Divergences land as ordinary typed +`conflicting` issues. The **source-regime attribute pattern thus recurs across both process +plugins** — sublimation pressure, resolved one layer up (a Layer-A MAY pattern for process-shaped +domains), *not* harness-ward: the harness has no domain notion of "manual" or "shop floor". + +**`decision` recurs from CPS `policy` — convergence is not sublimation.** The kind appears in +both process plugins, but §11.5's ownership rule (guidance ownership follows vocabulary +ownership) routes only the *technique* to the generic quiver — contrastive choice-point pressure +("when two X compete for one Y, who wins, by what rule?") operates on harness vocabulary. The +*kind* stays in each plugin's catalog; if the process family grows, the seam is a shared +process-domain pack, not the kernel. + +**Completion** anchors on `objective` again (KPIs + the questions the model must answer), over a +floor of roles, a happy-path flow, and at least one case-story validating it. **Loss sketch** +(illustrative, per-ProjectionPack): roles/activities/flows normalized; decisions approximate; +objectives and log-bindings unrepresentable; case-stories omitted (consumed at validation time, +not projected). One instructive contrast: BPMN carries a `documentation` element on every node, +so rationale attached to a projected element is `normalized` here — where Petrinaut, which strips +unknown keys, makes the same rationale `unrepresentable`. **Loss tables are ProjectionPack facts, +not plugin facts**, which is why the binding table belongs to each plugin spec's ProjectionPack. + +## Verdicts + +Per Layer-A MUST property (`survives / amended / demoted to guidance`): + +| # | Property | Verdict | Basis | +|---|----------|---------|-------| +| 1 | Closed, named kind catalog | **survives** | Catalog sizes 1 (assurance's single `Statement` record) through 10 (CPS, BPMN); closure held everywhere; extension pressure is absorbed by the concept-schema version axis (spec §12.6), not by opening the catalog. | +| 2 | Statement granularity | **survives, amended** | Generalized to **evidence granularity**: payloads hold one assertion at the resolution the evidence states it — the user's utterance in the primary case, the documented transformation for `defaulted`/`external-lookup` captures. Two clarifications: one utterance may yield several single-assertion captures (granularity is per-assertion, not per-utterance), and coincidence with artifact granularity (Gherkin-literate dictation) is not a violation. | +| 3 | Projection-independence | **survives, amended** | Restated operatively, because its bite is proportional to domain–format distance and Gherkin has almost none: kinds are defined in domain vocabulary *and the IR legitimately holds kinds no current projection consumes, with the typed loss report keeping that honest*. The second clause is the enforceable content; the first degenerates gracefully where the target format is the domain. | +| 4 | Relations as payload data | **survives** | Flow-heavy BPMN is the strongest test — an edge-dense domain still needed no envelope structure; symbolic name references appear in all four designs. | +| 5 | Read-time label derivation | **survives** | Uncovered-rule (Gherkin), the net-bearing/IR-only split and five-stratum status (CPS, assurance), conformance/coverage labels (BPMN) — all `project`-computed, none stored. | + +Per MAY pattern: + +| Pattern | Verdict | +|---------|---------| +| Symbolic name references + `reconcile` | **Promoted MAY → SHOULD.** All four designs use it; it matches how experts talk and survives supersession without dangling edges. A plugin departing from it should say why. | +| Objective kind anchoring question-relative completion | **Survives, generalized to completion-anchor kinds.** A distinct `objective` kind where the domain has explicit purposes (CPS, BPMN); existing purpose-shaped kinds otherwise (Gherkin's feature narrative + rules; assurance's `goal`). The pattern is "completion anchors on purpose-bearing captures", not "declare a kind named objective". | +| Non-load-bearing motif annotations | **Demoted to named escape hatch.** Zero uptake across all four designs — CPS explicitly keeps the motif quiver as pack question-guidance, BPMN's workflow patterns are likewise pack material, Gherkin and assurance have no use for it. Retained as a name only, pending a projection that demonstrably needs the hint. | + +**New Layer-A pattern earned by triangulation:** **source-regime** (`prescribed | practiced`) as +a MAY for process-shaped domains — one model, never parallel models; divergence surfaces as +ordinary `conflicting` issues; regime composes with (never duplicates) epistemic status. + +**Sublimation findings.** The standing expectation held, with better resolution on *where* +content lands when it moves: + +- **Layer-B → Layer-A**: source-regime moved one layer up, to pattern status. That is the + assurance precedent's shape repeated (technique moving to the shared layer), at pattern rather + than mechanism grade. +- **Confirmed quiver-bound, not payload**: choice-point interviewing technique (CPS `policy`, + BPMN `decision`) — the kinds stay put; the technique is generic. +- **Validated, not migrated**: event-log evidence exercised envelope vocabulary that already + existed (`external-lookup`, C5) and added nothing. +- **The counter-rule**: convergent kinds across sibling plugins do not migrate harness-ward — + vocabulary ownership (spec §11.5) decides, and the envelope's domain-freedom survived contact + with all three targets. No kind moved into the envelope. + +## Handoff to plugin-spec authoring + +What the plugin spec should inherit from this exercise: + +1. The **five MUST properties as amended** (evidence granularity; operative + projection-independence) — `ir-design.md` Layer A carries the amended wording. +2. **Symbolic references at SHOULD grade**, with `reconcile` as the standard identity seam. +3. **Completion-anchor language**: require every plugin to name its anchor kinds; do not require + a kind named `objective`. +4. The **source-regime pattern** for process-shaped domains. +5. **Loss tables are ProjectionPack content**, never plugin-level: the same rationale capture is + `normalized` under a BPMN projection and `unrepresentable` under a Petrinaut projection. +6. The standing caveat: all of this is desk-validated; the September harness run is the real + test, and any property it bends gets re-amended there. From 0ed47a87b3abdf9d185c86f8c099bb5128607517 Mon Sep 17 00:00:00 2001 From: Lu Nelson <21277928+TimDiekmann@users.noreply.github.com> Date: Thu, 20 Aug 2026 17:12:38 +0200 Subject: [PATCH 25/65] FE-1400: Strengthen verification, dev storage, and the baseline runner (#9) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit * FE-1400: Align the triage one-liner with the triage doc's state/label mapping docs/agents/triage-labels.md maps needs-triage onto the Triage state and wontfix onto Canceled; only three roles remain label strings. The always-loaded one-liner still claimed all five were verbatim labels. Co-Authored-By: Claude Fable 5 * FE-1400: Replace the vacuous build-artifact witnesses with module-unique strings 'createAgentRouter' survives in a bootstrap JSDoc comment and 'sqlite' in the bootstrap's unconditional default-adapter fallback, so the old test passed even when app.ts's mount or db.ts never reached the bundle. Red-proved both directions: deleting db.ts and commenting out the mount each turn the strengthened test red, while 'sqlite' stayed in the bundle. Co-Authored-By: Claude Fable 5 * FE-1400: Judge directive placement by the shared pattern; dedup the copied regexes The first-statement check required the literal 'use agent'; while workspace.ts's AGENT_DIRECTIVE_STATEMENT accepts both quote styles, an optional semicolon, and trailing comments — forms the suite's own fixtures assert are legal failed spuriously. The check now reuses that pattern, so only placement can fail (red-proved with a misplaced directive; a trailing-comment form now passes). Also moves the pinned-identity extraction and model-key patterns into workspace.ts, where both suites share one definition instead of two hand-copies that could silently diverge. Co-Authored-By: Claude Fable 5 * FE-1400: Make the workspace walker's source/test partition total sourceFiles pruned test directories at any depth while testFiles only collected top-level ones, so a file in a nested test directory (e.g. src/test/) was governed by neither the source invariants nor the test-hermeticity rules. One walk now partitions every file into exactly one side. Red-proved: a src/test/ fixture importing the substrate and naming a model key passed the whole suite before, fails hermeticity now; a unit test pins the partition. Co-Authored-By: Claude Fable 5 * FE-1400: Match CI gates against parsed workflow steps, not raw YAML text workflow.includes(gate) was satisfied by a commented-out step or one disabled with 'if: false' — a disabled gate read as present. The check now parses the workflow (Bun.YAML) and matches only active steps' run commands. Red-proved with both a commented-out Test step and an if: false Build step. Co-Authored-By: Claude Fable 5 * FE-1400: Close known gaps on verification content, not filename existence Every closed() predicate was existsSync on one speculative future path: touching the expected file closed a gap with nothing verified, while a real closure under any other name stayed open forever. Predicates now require the closing test to carry an explicit 'closes-gap: ' citation and actually register an assertion (or, for the renderer seam, the plugin source to export a renderer). The citation is a deliberate token rather than any prose mention of the id — a test merely talking about a gap must not close it (proved live: a doc comment naming restart-durability tripped the first draft). Red-proved both directions: empty stubs at the guessed paths close nothing; a differently-named citing test flips the gap. Co-Authored-By: Claude Fable 5 * FE-1400: Anchor the dev store's default path to the module, not the cwd The default './.data-wipe-me/conversations.db' resolved against the launch directory, so starting the app from anywhere else silently created a fresh empty database — the exact restart-durability failure db.ts's own comment says it exists to prevent. The path now anchors via import.meta.url the way app.ts anchors uiRoot ('../.data-wipe-me/' resolves to the package dir from src/ and from the emitted dist/ bundle alike). Resolution lives in db-path.ts, kept free of the substrate import so a test can assert launch-directory independence directly. Co-Authored-By: Claude Fable 5 * FE-1400: Widen the baseline runner's fence matching; warn on a missing artifact The fence regex missed uppercase, digit and hyphen info strings, trailing whitespace, and CRLF, and writeArtifacts then skipped the model artifact — the run's main deliverable — while the transcript header said delivered. The regex now tolerates those forms (verified by targeted invocation), and a delivered verdict with no extractable code block warns loudly instead of writing nothing in silence. Co-Authored-By: Claude Fable 5 * FE-1400: Propagate truncation through the baseline runner's stitching callInterviewer discarded the last piece's truncated flag, so a delivery still cut off after the 4-piece cap was written as complete and nothing told the operator --continue-final existed. The flag now survives stitching: a truncated final delivery marks the stop reason '-incomplete' and says how to finish it, and --continue-final clears the marker once the delivery really completes (or warns again if not). Co-Authored-By: Claude Fable 5 * FE-1400: Replace the baseline runner's hand-rolled HTTP client with the SDK Only HTTP 429/5xx were retried — a rejected fetch (TCP reset, DNS blip) crashed the run hours in — the fixed attempt*15s backoff ignored retry-after, and the hand-typed response omitted the cache-token usage fields, undercounting what a run paid for. The official SDK supplies all three; the local retry loop now handles only the empty-text adaptive- thinking case, and token totals report cache writes and reads alongside uncached input. Co-Authored-By: Claude Fable 5 * FE-1400: Serve dev assets through wildcard routing and hono's MIME table The hand-rolled ':file' route could never match the nested paths bundlers emit (assets/fonts/x.woff2 was a production-only 404), and the local content-type map duplicated hono's importable getMimeType. Now a '/assets/*' wildcard with per-segment servability checks (no dot-led segments, so no traversal or hidden files) and hono's table, still failing open to octet-stream on unknown extensions. Co-Authored-By: Claude Fable 5 * FE-1400: Build once per CI run, cache bun installs, widen the build filter The app built twice per CI run — build-artifact's beforeAll (so bun test alone is a complete signal) and a dedicated Build step covering nothing the first build did not. The Build step is gone and the gate list says why; bun's install cache is keyed on the lockfile; and the root build script filters '@brunch/*' instead of hard-coding the one app that currently has a build. Co-Authored-By: Claude Fable 5 * FE-1400: Derive the expert's view instead of maintaining a parallel array expertMessages was interviewerMessages minus the opening with roles flipped, kept in sync by hand at every push and rebuilt by --resume; it is now derived on demand. Also drops the checkpoint's interviewerTurns field, which was written but never read — resume already recomputes the turn count from the messages. Co-Authored-By: Claude Fable 5 * FE-1400: Derive the topology pin and physical probes instead of hard-coding The four-package equality list would have failed the next legitimate package instead of governing it; it now checks disk ⊆ the spec's own §12.2 topology block (which names intended structure, so unscaffolded entries are not failures). The physical-resolution probes likewise derive from the tree: every substrate package a binding declares and every binding by name, rather than '@flue/runtime' and '@brunch/binding-flue' spelled out once each. Co-Authored-By: Claude Fable 5 * FE-1400: Fix the review-found crash and data-loss paths in the baseline runner Review findings against this branch's own hardening, all in run.ts: the empty-text retry's doubled 32k budget tripped the SDK's client-side 10-minute non-streaming guard before any request was sent (the retry crashed at the exact moment it existed to recover — fixed with an explicit client timeout); stitching injected a newline at every truncation seam, corrupting a deliverable cut mid-token; --resume on a delivered checkpoint popped and regenerated the paid final message; a fresh run silently clobbered an existing checkpoint; and the largest-fenced-block heuristic shipped a fragment as the model artifact with no signal (condition-2's checked-in model.txt is a 517-byte table fragment) — multi-block extractions now say what was chosen. Co-Authored-By: Claude Fable 5 * FE-1400: Treat a set-but-empty BRUNCH_DEV_DB_PATH as unset '??' passed '' through to sqlite(), which opens an anonymous temporary database deleted on close — silently non-durable, the one failure this module exists to prevent. Review finding; test added for the empty override. Co-Authored-By: Claude Fable 5 * FE-1400: Exercise the root build in CI's build gate; stop smoke double-building Review finding: with the CI Build step gone, the build gate was build-artifact's beforeAll building only apps/dev — the first package that gains its own build script would merge broken. The beforeAll now runs the root '@brunch/*' build, and the smoke script drops its trailing build (bun test already builds the workspace). Co-Authored-By: Claude Fable 5 * FE-1400: Route the pinned-literal check through pinnedIdentities Review finding: the check hand-wrote a third copy of the agentName-assignment regex that workspace.ts's pinnedIdentities exists to own — exactly the silent-divergence its doc comment warns about. The check now extracts through the shared pattern and asserts the value shape. Co-Authored-By: Claude Fable 5 * FE-1400: Make the model artifact the verbatim final delivery, both in the runner and in the record The largest-fenced-block heuristic depended on each run's formatting whims: condition 1 fenced its whole PNML (10.5K of a 39.6K delivery whose own note points at spec sections outside the fence), condition 2 delivered structured markdown with five small illustrative fences and shipped a 517-byte penalty-table fragment as its 'model'. The two artifacts were not comparable and one was wrong. condition--model.txt is now the interviewer's complete final delivery message, verbatim — self-describing documents a reader can compare directly. Both checked-in artifacts are regenerated from their raw.json checkpoints (the readout's condition-1 citation still resolves; the PNML is contained in the full delivery), and the runner writes the same shape for future runs, deleting the heuristic instead of warning about it. Co-Authored-By: Claude Fable 5 * FE-1400: Pin CI actions to full commit SHAs The org policy refuses tag-pinned actions, failing the job at setup before any step runs — so the smoke workflow has never actually executed on a PR (checkout@v4 and setup-bun@v2 predate this branch; the cache action added here joined them). All three now pin to the commits their tags resolve to today. Co-Authored-By: Claude Fable 5 --------- Co-authored-by: Claude Fable 5 --- imports/brunch-agent/.github/workflows/ci.yml | 24 +- imports/brunch-agent/AGENTS.md | 2 +- imports/brunch-agent/apps/dev/src/app.ts | 5 +- imports/brunch-agent/apps/dev/src/assets.ts | 75 +-- imports/brunch-agent/apps/dev/src/db-path.ts | 25 + imports/brunch-agent/apps/dev/src/db.ts | 3 +- .../brunch-agent/apps/dev/test/assets.test.ts | 21 +- .../apps/dev/test/db-path.test.ts | 53 ++ imports/brunch-agent/bun.lock | 11 +- .../process-model-elicitation/baseline/run.ts | 189 +++--- .../transcripts/condition-1-model.txt | 573 ++++++++++++++++++ .../transcripts/condition-2-model.txt | 285 +++++++++ imports/brunch-agent/package.json | 5 +- imports/brunch-agent/test/boundaries.test.ts | 122 +++- .../brunch-agent/test/build-artifact.test.ts | 38 +- imports/brunch-agent/test/known-gaps.ts | 53 +- imports/brunch-agent/test/workspace.test.ts | 47 +- imports/brunch-agent/test/workspace.ts | 45 +- 18 files changed, 1385 insertions(+), 191 deletions(-) create mode 100644 imports/brunch-agent/apps/dev/src/db-path.ts create mode 100644 imports/brunch-agent/apps/dev/test/db-path.test.ts diff --git a/imports/brunch-agent/.github/workflows/ci.yml b/imports/brunch-agent/.github/workflows/ci.yml index a8104eab08f..a270c4fb1be 100644 --- a/imports/brunch-agent/.github/workflows/ci.yml +++ b/imports/brunch-agent/.github/workflows/ci.yml @@ -13,12 +13,20 @@ jobs: smoke: runs-on: ubuntu-latest steps: - - uses: actions/checkout@v4 + # Full-SHA pins: org policy refuses tag-pinned actions (the job fails at + # setup before any step runs). Comments carry the tag each SHA matched. + - uses: actions/checkout@11d5960a326750d5838078e36cf38b85af677262 # v4 - - uses: oven-sh/setup-bun@v2 + - uses: oven-sh/setup-bun@0c5077e51419868618aeaa5fe8019c62421857d6 # v2 with: bun-version: '1.3.14' + - uses: actions/cache@0057852bfaa89a56745cba8c7296529d2fc39830 # v4 + with: + path: ~/.bun/install/cache + key: ${{ runner.os }}-bun-${{ hashFiles('bun.lock') }} + restore-keys: ${{ runner.os }}-bun- + - run: bun install --frozen-lockfile - name: Lint @@ -36,11 +44,11 @@ jobs: # build-artifact checks what was actually emitted, because a Flue build # that silently drops an agent still exits 0; known-gaps keeps the spec # §14.5 open items visible and goes red when one closes unremarked. + # + # The build gate lives inside this step: build-artifact's beforeAll + # runs the full build (Flue server environment plus the plain client + # build that @flue/vite does not do) so that `bun test` alone is a + # complete signal. A separate Build step would build the app a second + # time for no additional coverage. - name: Test run: bun test - - # Both builds: the Flue server environment, and the plain client build - # that @flue/vite does not do. Without the second, nothing in CI ever - # transforms the ui tree. - - name: Build - run: bun run build diff --git a/imports/brunch-agent/AGENTS.md b/imports/brunch-agent/AGENTS.md index a86110a3399..3994ee75267 100644 --- a/imports/brunch-agent/AGENTS.md +++ b/imports/brunch-agent/AGENTS.md @@ -16,7 +16,7 @@ Root issues carry a human-readable contract (outcome title + plain-prose context ### Triage labels -The five canonical triage roles, used verbatim as their own label strings. See `docs/agents/triage-labels.md`. +The five canonical triage roles, mapped onto Linear workflow states where a state fits (`needs-triage`, `wontfix`) and labels for the other three. See `docs/agents/triage-labels.md`. ### Domain docs diff --git a/imports/brunch-agent/apps/dev/src/app.ts b/imports/brunch-agent/apps/dev/src/app.ts index 510587e7881..846cf4375e7 100644 --- a/imports/brunch-agent/apps/dev/src/app.ts +++ b/imports/brunch-agent/apps/dev/src/app.ts @@ -35,7 +35,8 @@ const uiRoot = new URL(import.meta.env.DEV ? '../' : './client/', import.meta.ur app.get('/', async (c) => c.html(await readFile(new URL('index.html', uiRoot), 'utf8'))); -// Production only: in dev, vite serves the module graph under /src. -app.get('/assets/:file', assetHandler(uiRoot)); +// Production only: in dev, vite serves the module graph under /src. A +// wildcard, not `:file` — bundlers may emit nested asset paths. +app.get('/assets/*', assetHandler(uiRoot)); export default app; diff --git a/imports/brunch-agent/apps/dev/src/assets.ts b/imports/brunch-agent/apps/dev/src/assets.ts index d98d3ac995e..c5697603a6d 100644 --- a/imports/brunch-agent/apps/dev/src/assets.ts +++ b/imports/brunch-agent/apps/dev/src/assets.ts @@ -6,67 +6,46 @@ * allowlisted `js|css|map` and read hits as UTF-8, so the first font or image * the client build emitted would 404 in production while vite dev served it * fine — and widening the allowlist without dropping the UTF-8 read would - * have corrupted binary bytes instead. So: any flat, extension-bearing file - * name serves, read as bytes; the content-type map fails open to - * `application/octet-stream` rather than failing the asset. + * have corrupted binary bytes instead. So: any servable file name serves, + * read as bytes; the content-type comes from hono's own MIME table and fails + * open to `application/octet-stream` rather than failing the asset. + * + * Mounted as a wildcard (`/assets/*`) rather than `:file`, because a `:file` + * param cannot match the nested paths bundlers emit (`assets/fonts/x.woff2`). */ import { readFile } from 'node:fs/promises'; import type { Context } from 'hono'; +import { getMimeType } from 'hono/utils/mime'; /** - * The shape of a servable name: flat (path traversal would otherwise read - * anything on disk relative to the bundle), not dot-led (no hidden files), - * carrying a real extension. Everything the client build emits under - * `assets/` looks like this. - */ -const SERVABLE_ASSET = /^[\w-][\w.-]*\.([a-z0-9]+)$/i; - -/** - * Types for what the client build emits today and plausibly tomorrow. An - * extension missing here still serves — as `application/octet-stream` — so - * an unforeseen asset kind degrades to a pickier content-type, never to a - * production-only 404. The one type that must be exact is `text/css`: - * browsers refuse stylesheets served as anything else. + * The shape of a servable path: one or more segments, none dot-led (no hidden + * files, and `..` traversal — which would otherwise read anything on disk + * relative to the bundle — cannot form a segment), the last carrying a real + * extension. Everything the client build emits under `assets/` looks like + * this. */ -const ASSET_TYPES: Readonly> = { - avif: 'image/avif', - css: 'text/css', - gif: 'image/gif', - ico: 'image/x-icon', - jpeg: 'image/jpeg', - jpg: 'image/jpeg', - js: 'text/javascript', - json: 'application/json', - map: 'application/json', - mjs: 'text/javascript', - otf: 'font/otf', - png: 'image/png', - svg: 'image/svg+xml', - ttf: 'font/ttf', - txt: 'text/plain', - wasm: 'application/wasm', - webp: 'image/webp', - woff: 'font/woff', - woff2: 'font/woff2', -}; +const SERVABLE_ASSET_PATH = /^(?:[\w-][\w.-]*\/)*[\w-][\w.-]*\.[a-z0-9]+$/i; -/** Serve `assets/:file` from the client build rooted at `uiRoot`. */ +/** Serve `assets/*` from the client build rooted at `uiRoot`. */ export function assetHandler(uiRoot: URL): (c: Context) => Promise { return async (c) => { - const file = c.req.param('file'); - // Case-folded: bundlers preserve source-file case, so a `Logo.PNG` in the - // ui tree emits as-is and must serve — the vite-dev-works/production-404s - // seam again. `Object.hasOwn` keeps a name like `x.constructor` from - // reaching the prototype chain instead of the map. - const extension = (file ? SERVABLE_ASSET.exec(file)?.[1] : undefined)?.toLowerCase(); - if (!extension) return c.notFound(); + // The raw wildcard remainder, decoded here because hono decodes params + // but not the path — an undecodable escape is a 404, not a crash. + let file: string; + try { + file = decodeURIComponent(c.req.path.replace(/^\/assets\//, '')); + } catch { + return c.notFound(); + } + if (!SERVABLE_ASSET_PATH.test(file)) return c.notFound(); try { const body = await readFile(new URL(`assets/${file}`, uiRoot)); + // Fail open on the content-type, never on the bytes: an extension the + // table does not know degrades to a pickier content-type, not to a + // production-only 404. return c.body(new Uint8Array(body), 200, { - 'content-type': Object.hasOwn(ASSET_TYPES, extension) - ? ASSET_TYPES[extension]! - : 'application/octet-stream', + 'content-type': getMimeType(file) ?? 'application/octet-stream', }); } catch { return c.notFound(); diff --git a/imports/brunch-agent/apps/dev/src/db-path.ts b/imports/brunch-agent/apps/dev/src/db-path.ts new file mode 100644 index 00000000000..23d445be208 --- /dev/null +++ b/imports/brunch-agent/apps/dev/src/db-path.ts @@ -0,0 +1,25 @@ +/** + * Where the conversation store lives, resolved before the adapter opens it. + * + * Anchored to this module's location — the way `app.ts` anchors `uiRoot` — + * never to the launch directory: a cwd-relative default silently creates a + * fresh empty database when the app is launched from anywhere else, which is + * the exact restart-durability failure `db.ts` exists to prevent. From `src/` + * and from the emitted `dist/` bundle alike, `../.data-wipe-me/` resolves to + * the package directory. + * + * Kept apart from `db.ts` so it stays importable under `bun test`: the + * adapter module pulls in `@flue/runtime/node`, which cannot be driven there. + */ + +import { fileURLToPath } from 'node:url'; + +export function conversationDbPath(): string { + // Truthiness, not nullish, on purpose: a set-but-empty override would pass + // '' through to sqlite(), which opens an anonymous temporary database + // deleted on close — silently non-durable again. + const override = process.env.BRUNCH_DEV_DB_PATH; + return override + ? override + : fileURLToPath(new URL('../.data-wipe-me/conversations.db', import.meta.url)); +} diff --git a/imports/brunch-agent/apps/dev/src/db.ts b/imports/brunch-agent/apps/dev/src/db.ts index a93b7c48953..cc2bee22ed2 100644 --- a/imports/brunch-agent/apps/dev/src/db.ts +++ b/imports/brunch-agent/apps/dev/src/db.ts @@ -13,5 +13,6 @@ */ import { sqlite } from '@flue/runtime/node'; +import { conversationDbPath } from './db-path.ts'; -export default sqlite(process.env.BRUNCH_DEV_DB_PATH ?? './.data-wipe-me/conversations.db'); +export default sqlite(conversationDbPath()); diff --git a/imports/brunch-agent/apps/dev/test/assets.test.ts b/imports/brunch-agent/apps/dev/test/assets.test.ts index 275ed173690..2c77e77b0af 100644 --- a/imports/brunch-agent/apps/dev/test/assets.test.ts +++ b/imports/brunch-agent/apps/dev/test/assets.test.ts @@ -23,23 +23,24 @@ import { assetHandler } from '../src/assets.ts'; const uiRoot = mkdtempSync(join(tmpdir(), 'brunch-assets-')); const BINARY_BYTES = Uint8Array.from({ length: 256 }, (_, i) => i); -mkdirSync(join(uiRoot, 'assets')); +mkdirSync(join(uiRoot, 'assets/fonts'), { recursive: true }); writeFileSync(join(uiRoot, 'assets/index.js'), 'export {};\n'); writeFileSync(join(uiRoot, 'assets/index.css'), 'body {}\n'); writeFileSync(join(uiRoot, 'assets/brand.woff2'), BINARY_BYTES); writeFileSync(join(uiRoot, 'assets/Logo.PNG'), BINARY_BYTES); writeFileSync(join(uiRoot, 'assets/blob.dat'), BINARY_BYTES); +writeFileSync(join(uiRoot, 'assets/fonts/nested.woff2'), BINARY_BYTES); afterAll(() => rmSync(uiRoot, { recursive: true, force: true })); const app = new Hono(); -app.get('/assets/:file', assetHandler(pathToFileURL(`${uiRoot}/`))); +app.get('/assets/*', assetHandler(pathToFileURL(`${uiRoot}/`))); describe('the production asset route', () => { test('serves the build outputs with their types', async () => { for (const [file, type] of [ - ['index.js', 'text/javascript'], - ['index.css', 'text/css'], + ['index.js', 'text/javascript; charset=utf-8'], + ['index.css', 'text/css; charset=utf-8'], ] as const) { const response = await app.request(`/assets/${file}`); expect({ file, status: response.status, type: response.headers.get('content-type') }).toEqual( @@ -48,6 +49,15 @@ describe('the production asset route', () => { } }); + test('serves a nested asset path', async () => { + // Bundlers emit nested paths (assets/fonts/…); the old `:file` param + // could never match one, so nesting was a production-only 404. + const response = await app.request('/assets/fonts/nested.woff2'); + expect(response.status).toBe(200); + expect(response.headers.get('content-type')).toBe('font/woff2'); + expect(new Uint8Array(await response.arrayBuffer())).toEqual(BINARY_BYTES); + }); + test('serves a binary asset byte-for-byte', async () => { // Bytes 0..255 include invalid UTF-8 sequences on purpose: a decode-then- // reencode anywhere on the path corrupts them, and this catches it. @@ -78,7 +88,10 @@ describe('the production asset route', () => { for (const path of [ '/assets/..%2Fsecret.js', '/assets/%2e%2e%2fsecret.js', + '/assets/../secret.js', + '/assets/fonts/../../secret.js', '/assets/.env', + '/assets/fonts/.hidden.js', '/assets/noextension', ]) { const response = await app.request(path); diff --git a/imports/brunch-agent/apps/dev/test/db-path.test.ts b/imports/brunch-agent/apps/dev/test/db-path.test.ts new file mode 100644 index 00000000000..acf90d565ba --- /dev/null +++ b/imports/brunch-agent/apps/dev/test/db-path.test.ts @@ -0,0 +1,53 @@ +/** + * The conversation store's default path must not depend on the launch + * directory. The failure this pins down: a cwd-relative default meant + * launching the app from anywhere but the package directory silently created + * a fresh empty database — the restart-durability failure the store exists + * to prevent, invisible until something restarted. + * + * Tested against `db-path.ts` rather than `db.ts`, because the adapter module + * imports `@flue/runtime/node` and cannot be driven under `bun test` (same + * seam as `assets.test.ts`). + */ + +import { afterEach, describe, expect, test } from 'bun:test'; +import { tmpdir } from 'node:os'; +import { isAbsolute, join } from 'node:path'; +import { fileURLToPath } from 'node:url'; +import { conversationDbPath } from '../src/db-path.ts'; + +const appDir = fileURLToPath(new URL('..', import.meta.url)); + +describe('the conversation store path', () => { + const originalCwd = process.cwd(); + const originalOverride = process.env.BRUNCH_DEV_DB_PATH; + + afterEach(() => { + process.chdir(originalCwd); + if (originalOverride === undefined) delete process.env.BRUNCH_DEV_DB_PATH; + else process.env.BRUNCH_DEV_DB_PATH = originalOverride; + }); + + test('is anchored to the package, wherever the process was launched from', () => { + delete process.env.BRUNCH_DEV_DB_PATH; + const fromRepo = conversationDbPath(); + process.chdir(tmpdir()); + const fromElsewhere = conversationDbPath(); + + expect(isAbsolute(fromRepo)).toBe(true); + expect(fromElsewhere).toBe(fromRepo); + expect(fromRepo).toBe(join(appDir, '.data-wipe-me', 'conversations.db')); + }); + + test('the env override wins untouched', () => { + process.env.BRUNCH_DEV_DB_PATH = './relative/on-purpose.db'; + expect(conversationDbPath()).toBe('./relative/on-purpose.db'); + }); + + test('a set-but-empty override falls back to the anchored default', () => { + // sqlite('') would open an anonymous temporary database deleted on close + // — non-durable with no error, which is this module's one job to prevent. + process.env.BRUNCH_DEV_DB_PATH = ''; + expect(conversationDbPath()).toBe(join(appDir, '.data-wipe-me', 'conversations.db')); + }); +}); diff --git a/imports/brunch-agent/bun.lock b/imports/brunch-agent/bun.lock index 01c5673381f..8e66effe869 100644 --- a/imports/brunch-agent/bun.lock +++ b/imports/brunch-agent/bun.lock @@ -5,6 +5,7 @@ "": { "name": "brunch-lite", "devDependencies": { + "@anthropic-ai/sdk": "^0.116.0", "@types/bun": "^1.3.0", "oxfmt": "^0.5.0", "oxlint": "^1.42.0", @@ -61,7 +62,7 @@ }, }, "packages": { - "@anthropic-ai/sdk": ["@anthropic-ai/sdk@0.91.1", "", { "dependencies": { "json-schema-to-ts": "^3.1.1" }, "peerDependencies": { "zod": "^3.25.0 || ^4.0.0" }, "optionalPeers": ["zod"], "bin": { "anthropic-ai-sdk": "bin/cli" } }, "sha512-LAmu761tSN9r66ixvmciswUj/ZC+1Q4iAfpedTfSVLeswRwnY3n2Nb6Tsk+cLPP28aLOPWeMgIuTuCcMC6W/iw=="], + "@anthropic-ai/sdk": ["@anthropic-ai/sdk@0.116.0", "", { "dependencies": { "json-schema-to-ts": "^3.1.1", "standardwebhooks": "^1.0.0" }, "peerDependencies": { "zod": "^3.25.0 || ^4.0.0" }, "optionalPeers": ["zod"], "bin": { "anthropic-ai-sdk": "bin/cli" } }, "sha512-4UEapYQ+epLEMsAuLZDvW8ExVSOtHD8a7zTyLzhw0H9RXJ1eilPgmqhjwgcdg22diwx13spw6fJ4rONZ+bS7Ww=="], "@aws-crypto/sha256-browser": ["@aws-crypto/sha256-browser@5.2.0", "", { "dependencies": { "@aws-crypto/sha256-js": "^5.2.0", "@aws-crypto/supports-web-crypto": "^5.2.0", "@aws-crypto/util": "^5.2.0", "@aws-sdk/types": "^3.222.0", "@aws-sdk/util-locate-window": "^3.0.0", "@smithy/util-utf8": "^2.0.0", "tslib": "^2.6.2" } }, "sha512-AXfN/lGotSQwu6HNcEsIASo7kWXZ5HYWvfOmSNKDsEqC4OashTp8alTmaz+F7TC2L083SFv5RdB+qU3Vs1kZqw=="], @@ -383,6 +384,8 @@ "@smithy/util-utf8": ["@smithy/util-utf8@2.3.0", "", { "dependencies": { "@smithy/util-buffer-from": "^2.2.0", "tslib": "^2.6.2" } }, "sha512-R8Rdn8Hy72KKcebgLiv8jQcQkXoLMOGGv5uI1/k0l+snqkOzQ1R0ChUBCxWMlBsFMekWjq0wRudIweFs7sKT5A=="], + "@stablelib/base64": ["@stablelib/base64@1.0.1", "", {}, "sha512-1bnPQqSxSuc3Ii6MhBysoWCg58j97aUjuCSZrGSmDxNqtytIi0k8utUenAwTZN4V5mXXYGsVUI9zeBqy+jBOSQ=="], + "@types/bun": ["@types/bun@1.3.14", "", { "dependencies": { "bun-types": "1.3.14" } }, "sha512-h1hFqFVcvAvD9j9K7ZW7vd82aSA+rTdznZa+5bwvCwqSB1jmmfLcbIWhOLx1/+boy/xmjgCs/OMUL8hRJSmnPw=="], "@types/gensync": ["@types/gensync@1.0.5", "", {}, "sha512-MbsRCT7mTikHwKZ0X+LVUTLRrZZRLipTuXEO9qOYO+zmjMVk81axyClMROf6uoPD9MRVu46bx8zoR0Ad9q3NAg=="], @@ -515,6 +518,8 @@ "fast-deep-equal": ["fast-deep-equal@3.1.3", "", {}, "sha512-f3qQ9oQy9j2AhBe/H9VC91wLmKBCCU/gDOnKNAYG5hswO7BLKj09Hc5HYNz9cGI++xlpDCIgDaitVs03ATR84Q=="], + "fast-sha256": ["fast-sha256@1.3.0", "", {}, "sha512-n11RGP/lrWEFI/bWdygLxhI+pVeo1ZYIVwvvPkW7azl/rOy+F3HYRZ2K5zeE9mmkhQppyv9sQFx0JM9UabnpPQ=="], + "fast-uri": ["fast-uri@3.1.5", "", {}, "sha512-gHwA1O9LDIcKunMKhObS/HimwtehO1nPUECKAu5TpKgaO19fcWEl4bliWe1jWxVFvIXztJjjQ4L8XQ1EU9f7Jw=="], "fdir": ["fdir@6.5.0", "", { "peerDependencies": { "picomatch": "^3 || ^4" }, "optionalPeers": ["picomatch"] }, "sha512-tIbYtZbucOs0BRGqPJkshJUYdL+SDH7dVM8gjy+ERp3WAUjLEFJE+02kanyHtwjWOnwrKYBiwAmM0p4kLJAnXg=="], @@ -751,6 +756,8 @@ "source-map-js": ["source-map-js@1.2.1", "", {}, "sha512-UXWMKhLOwVKb728IUtQPXxfYU+usdybtUrK/8uGE8CQMvrhOpwvzDBwj0QhSL7MQc7vIsISBG8VQ8+IDQxpfQA=="], + "standardwebhooks": ["standardwebhooks@1.0.0", "", { "dependencies": { "@stablelib/base64": "^1.0.0", "fast-sha256": "^1.3.0" } }, "sha512-BbHGOQK9olHPMvQNHWul6MYlrRTAOKn03rOe4A8O3CLWhNf4YHBqq2HJKKC+sfqpxiBY52pNeesD6jIiLDz8jg=="], + "statuses": ["statuses@2.0.2", "", {}, "sha512-DvEy55V3DB7uknRo+4iOGT5fP1slR8wQohVdknigZPMpMstaKJQWhwiYBACJE3Ul2pTnATihhBYnRhZQHGBiRw=="], "string-width": ["string-width@8.2.2", "", { "dependencies": { "get-east-asian-width": "^1.5.0", "strip-ansi": "^7.1.2" } }, "sha512-GaPUh5gfdrYzqeVNZvUfT23vYYxXzKYidUcnMtJg/3rxRV63EFZy3k6xfKlmfeJD0176lnUV/Usr3XcwSvFzpg=="], @@ -813,6 +820,8 @@ "@aws-sdk/nested-clients/@smithy/node-http-handler": ["@smithy/node-http-handler@4.10.0", "", { "dependencies": { "@smithy/core": "^3.32.0", "@smithy/types": "^4.17.0", "tslib": "^2.6.2" } }, "sha512-nrh7VxqzPQS/ip1hS293aI/OAWDWARQvjUxCfuKhyrfHa2gTdk28066RNeWLI1uuoHXaKAkOF8IcSAHuOp0+SA=="], + "@earendil-works/pi-ai/@anthropic-ai/sdk": ["@anthropic-ai/sdk@0.91.1", "", { "dependencies": { "json-schema-to-ts": "^3.1.1" }, "peerDependencies": { "zod": "^3.25.0 || ^4.0.0" }, "optionalPeers": ["zod"], "bin": { "anthropic-ai-sdk": "bin/cli" } }, "sha512-LAmu761tSN9r66ixvmciswUj/ZC+1Q4iAfpedTfSVLeswRwnY3n2Nb6Tsk+cLPP28aLOPWeMgIuTuCcMC6W/iw=="], + "accepts/mime-types": ["mime-types@3.0.2", "", { "dependencies": { "mime-db": "^1.54.0" } }, "sha512-Lbgzdk0h4juoQ9fCKXW4by0UJqj+nOOrI9MJ1sSj4nI8aI2eo1qmvQEie4VD1glsS250n15LsWsYtCugiStS5A=="], "agents/nanoid": ["nanoid@5.1.16", "", { "bin": { "nanoid": "bin/nanoid.js" } }, "sha512-kVrnsrJqMR8+oLJnGEmSWw9BivK5mt7H3FZatVRjrc5wGqFYuBxX1yG7+A7Gi5AefkX6t/oCkizcQgpu0cY1dQ=="], diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/run.ts b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/run.ts index bb2708cf676..d94245daf17 100644 --- a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/run.ts +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/run.ts @@ -13,10 +13,11 @@ // Outputs, under transcripts/: // condition-.md readable transcript with run metadata // condition-.raw.json full message arrays + per-call token usage (also the checkpoint) -// condition--model.txt largest fenced code block of the final message, if any +// condition--model.txt the final delivery message, verbatim (delivered runs only) import { mkdir } from 'node:fs/promises'; import { fileURLToPath } from 'node:url'; +import Anthropic from '@anthropic-ai/sdk'; const INTERVIEWER_MODEL = 'claude-opus-5'; const EXPERT_MODEL = 'claude-sonnet-5'; @@ -44,13 +45,9 @@ interface ChatMessage { interface Usage { input_tokens: number; output_tokens: number; -} - -interface ApiResponse { - content: Array<{ type: string; text?: string }>; - usage: Usage; - model: string; - stop_reason: string; + // Absent in checkpoints written before the SDK migration; treated as 0. + cache_creation_input_tokens?: number; + cache_read_input_tokens?: number; } interface CallRecord { @@ -68,7 +65,6 @@ interface RawCheckpoint { startedAt: string; condition: string; stopReason: string; - interviewerTurns: number; calls: CallRecord[]; interviewerMessages: ChatMessage[]; } @@ -79,6 +75,16 @@ if (!apiKey) { process.exit(1); } +// The SDK owns transport robustness the hand-rolled fetch client got wrong: +// network-level failures (TCP reset, DNS blip) are retried rather than +// crashing the run hours in, backoff honours retry-after, and the typed +// usage carries the cache-token fields the hand-typed response omitted. +// The timeout is explicit because without one the SDK refuses non-streaming +// requests whose max_tokens imply more than 10 minutes — which the +// empty-text retry's doubled budget does, so the retry path would crash +// instead of retrying. +const anthropic = new Anthropic({ apiKey, maxRetries: 5, timeout: 30 * 60 * 1000 }); + function usage(): never { console.error('usage: bun run.ts <1|2> [--resume|--continue-final]'); process.exit(1); @@ -106,58 +112,53 @@ async function callClaude( // The interviewer keeps the model's default (adaptive) thinking — that is part of "vanilla // Claude". The expert and classifier have it disabled: a thinking block that consumes the // whole token budget yields an empty text message, which the API then rejects on re-send. + // Transport-level retries (429/5xx/network, retry-after) live in the SDK; this loop only + // handles the empty-text case, which is a budget problem rather than a transport one. let tokenBudget = maxTokens; for (let attempt = 1; attempt <= 5; attempt++) { - const response = await fetch('https://api.anthropic.com/v1/messages', { - method: 'POST', - headers: { - 'x-api-key': apiKey as string, - 'anthropic-version': '2023-06-01', - 'content-type': 'application/json', + const response = await anthropic.messages.create({ + model, + max_tokens: tokenBudget, + ...(options.allowThinking ? {} : { thinking: { type: 'disabled' as const } }), + ...(system ? { system } : {}), + messages, + }); + calls.push({ + agent, + model: response.model, + usage: { + input_tokens: response.usage.input_tokens, + output_tokens: response.usage.output_tokens, + cache_creation_input_tokens: response.usage.cache_creation_input_tokens ?? 0, + cache_read_input_tokens: response.usage.cache_read_input_tokens ?? 0, }, - body: JSON.stringify({ - model, - max_tokens: tokenBudget, - ...(options.allowThinking ? {} : { thinking: { type: 'disabled' } }), - ...(system ? { system } : {}), - messages, - }), }); - if (response.status === 429 || response.status >= 500) { - const waitMs = attempt * 15_000; - console.error(` ${agent}: HTTP ${response.status}, retrying in ${waitMs / 1000}s`); - await new Promise((resolve) => setTimeout(resolve, waitMs)); - continue; - } - if (!response.ok) { - throw new Error(`${agent}: HTTP ${response.status}: ${await response.text()}`); - } - const data = (await response.json()) as ApiResponse; - calls.push({ agent, model: data.model, usage: data.usage }); - const text = data.content + const text = response.content .filter((block) => block.type === 'text') - .map((block) => block.text ?? '') + .map((block) => block.text) .join('\n'); if (text.trim() === '') { // Adaptive thinking can consume the entire budget before any text is emitted. tokenBudget *= 2; console.error( - ` ${agent}: empty text (blocks: ${data.content.map((block) => block.type).join(',')}), ` + + ` ${agent}: empty text (blocks: ${response.content.map((block) => block.type).join(',')}), ` + `retrying with max_tokens=${tokenBudget}`, ); continue; } - return { text, truncated: data.stop_reason === 'max_tokens' }; + return { text, truncated: response.stop_reason === 'max_tokens' }; } throw new Error(`${agent}: exhausted retries`); } // The interviewer's final delivery can exceed one response budget; stitch continuations into -// a single message so the transcript holds the complete deliverable. +// a single message so the transcript holds the complete deliverable. The truncation flag of +// the *last* piece survives the stitching: a message still cut off after the piece cap must +// be reported as incomplete, not silently written as if it were whole. async function callInterviewer( system: string | undefined, messages: ChatMessage[], -): Promise { +): Promise { let result = await callClaude('interviewer', INTERVIEWER_MODEL, system, messages, 16_000, { allowThinking: true, }); @@ -176,9 +177,12 @@ async function callInterviewer( 16_000, { allowThinking: true }, ); - text += `\n${result.text}`; + // No separator at the seam: the cut usually lands mid-line or mid-token + // and the model is instructed to continue exactly from where it stopped, + // so an injected newline would corrupt the merged document. + text += result.text; } - return text; + return { text, truncated: result.truncated }; } async function loadSection(file: string): Promise { @@ -209,23 +213,36 @@ async function isFinalModel(message: string): Promise { return verdict.text.trim().toUpperCase().startsWith('YES'); } -function largestCodeBlock(message: string): string | undefined { - const blocks = [...message.matchAll(/```[a-z]*\n([\s\S]*?)```/g)].map((match) => match[1] ?? ''); - blocks.sort((a, b) => b.length - a.length); - return blocks[0]; -} - const openingMessage = await loadSection('opening-message.md'); const v0Prompt = condition === '2' ? await loadSection('v0-prompt.md') : undefined; const situationPack = await Bun.file(baseDir + 'situation-pack.md').text(); await mkdir(transcriptDir, { recursive: true }); let interviewerMessages: ChatMessage[] = [{ role: 'user', content: openingMessage }]; -const expertMessages: ChatMessage[] = []; let stopReason = 'hard-stop'; + +// The expert sees the same conversation from the other side: everything after +// the opening message, roles flipped. Derived on demand rather than kept as a +// parallel array every push had to maintain and resume had to rebuild. +function expertView(): ChatMessage[] { + return interviewerMessages.slice(1).map((message) => ({ + role: message.role === 'assistant' ? ('user' as const) : ('assistant' as const), + content: message.content, + })); +} let interviewerTurns = 0; let startedAt = new Date().toISOString(); +if (mode === 'fresh' && (await Bun.file(rawPath).exists())) { + // The checkpoint is also the run's only record; an unguarded fresh run + // overwrites hours of paid transcript on its first in-progress write. + console.error( + `${rawPath} already exists — a fresh run would overwrite it. ` + + 'Use --resume (or --continue-final), or move the transcripts for this condition aside first.', + ); + process.exit(1); +} + if (mode !== 'fresh') { const checkpoint = (await Bun.file(rawPath).json()) as RawCheckpoint; interviewerMessages = checkpoint.interviewerMessages; @@ -240,7 +257,6 @@ function writeCheckpoint(reason: string): Promise { startedAt, condition, stopReason: reason, - interviewerTurns, calls, interviewerMessages, }; @@ -248,13 +264,17 @@ function writeCheckpoint(reason: string): Promise { } async function writeArtifacts(): Promise { + // input_tokens excludes cache reads and writes, so summing it alone + // undercounts what the run actually paid for. Count all three. const totals = calls.reduce( (accumulator, call) => { accumulator.input += call.usage.input_tokens; + accumulator.cacheWrite += call.usage.cache_creation_input_tokens ?? 0; + accumulator.cacheRead += call.usage.cache_read_input_tokens ?? 0; accumulator.output += call.usage.output_tokens; return accumulator; }, - { input: 0, output: 0 }, + { input: 0, cacheWrite: 0, cacheRead: 0, output: 0 }, ); const header = [ @@ -267,7 +287,7 @@ async function writeArtifacts(): Promise { `- Simulated expert: ${EXPERT_MODEL} + situation-pack.md`, `- Interviewer turns: ${interviewerTurns} (impatience probe at ${IMPATIENCE_AT}, forced wrap at ${FORCE_WRAP_AT})`, `- Stop reason: ${stopReason}`, - `- Tokens: ${totals.input} in / ${totals.output} out across ${calls.length} calls`, + `- Tokens: ${totals.input} in (+${totals.cacheWrite} cache write, +${totals.cacheRead} cache read) / ${totals.output} out across ${calls.length} calls`, '', '---', '', @@ -288,16 +308,30 @@ async function writeArtifacts(): Promise { await Bun.write(`${transcriptDir}/condition-${condition}.md`, header + body + '\n'); await writeCheckpoint(stopReason); + // The model artifact is the interviewer's final delivery message, verbatim. + // Extracting "the model" out of it (the old largest-fenced-block heuristic) + // depended on the delivery's formatting whims — one run fenced its whole + // model, the other delivered structured markdown with small illustrative + // fences, and the heuristic shipped a 517-byte fragment as that run's + // artifact. The delivery document is self-describing; readers compare the + // two conditions' documents directly. const finalMessage = interviewerMessages.at(-1); - const modelBlock = - finalMessage?.role === 'assistant' ? largestCodeBlock(finalMessage.content) : undefined; - if (modelBlock) { - await Bun.write(`${transcriptDir}/condition-${condition}-model.txt`, modelBlock); + if (stopReason.startsWith('delivered') && finalMessage?.role === 'assistant') { + await Bun.write(`${transcriptDir}/condition-${condition}-model.txt`, finalMessage.content); + } else if (stopReason.startsWith('delivered')) { + // The transcript header claims a delivery, so a missing artifact must be + // loud — hours of paid run otherwise end with the main deliverable + // silently absent. + console.error( + `⚠ stop reason is '${stopReason}' but the transcript does not end with an interviewer ` + + `message — condition-${condition}-model.txt was NOT written`, + ); } console.error( `done: ${stopReason} after ${interviewerTurns} interviewer turns; ` + - `${totals.input} in / ${totals.output} out`, + `${totals.input} in (+${totals.cacheWrite} cache write, +${totals.cacheRead} cache read) / ` + + `${totals.output} out`, ); } @@ -313,23 +347,35 @@ if (mode === '--continue-final') { final, { role: 'user', content: CONTINUE_MESSAGE }, ]); - final.content += `\n${continued}`; + // Same rule as the stitching loop: no separator at a truncation seam. + final.content += continued.text; + if (continued.truncated) { + console.error('⚠ still truncated after this continuation — run --continue-final again'); + } else if (stopReason.endsWith('-incomplete')) { + stopReason = stopReason.slice(0, -'-incomplete'.length); + } await writeArtifacts(); process.exit(0); } if (mode === '--resume') { + // A checkpoint that ends in an assistant message is a *delivered* run — + // in-loop checkpoints always end with the expert's user message. Resuming + // one would pop and regenerate the paid final deliverable, then overwrite + // the transcript with the result. Refuse rather than destroy. + if (stopReason.startsWith('delivered')) { + console.error( + `condition ${condition} already ended '${stopReason}' — resuming would regenerate and ` + + 'overwrite its final delivery. Use --continue-final to finish a truncated delivery, ' + + 'or move the transcripts aside to rerun from scratch.', + ); + process.exit(1); + } // Checkpoints are written after complete exchanges only, but tolerate a trailing // assistant message by regenerating that turn. stopReason = 'hard-stop'; const last = interviewerMessages.at(-1); if (last?.role === 'assistant') interviewerMessages.pop(); - for (const message of interviewerMessages.slice(1)) { - expertMessages.push({ - role: message.role === 'assistant' ? 'user' : 'assistant', - content: message.content, - }); - } interviewerTurns = interviewerMessages.filter((message) => message.role === 'assistant').length; console.error(`resuming condition ${condition} at interviewer turn ${interviewerTurns + 1}`); } @@ -337,12 +383,18 @@ if (mode === '--resume') { while (interviewerTurns < HARD_STOP_AT) { interviewerTurns++; console.error(`turn ${interviewerTurns} (interviewer)`); - const interviewerText = await callInterviewer(v0Prompt, interviewerMessages); - interviewerMessages.push({ role: 'assistant', content: interviewerText }); - expertMessages.push({ role: 'user', content: interviewerText }); + const interviewer = await callInterviewer(v0Prompt, interviewerMessages); + interviewerMessages.push({ role: 'assistant', content: interviewer.text }); - if (await isFinalModel(interviewerText)) { + if (await isFinalModel(interviewer.text)) { stopReason = interviewerTurns > FORCE_WRAP_AT ? 'delivered-after-forced-wrap' : 'delivered'; + if (interviewer.truncated) { + stopReason += '-incomplete'; + console.error( + '⚠ the final delivery is still truncated after stitching — ' + + 'rerun with --continue-final to finish it', + ); + } break; } @@ -355,7 +407,7 @@ while (interviewerTurns < HARD_STOP_AT) { 'expert', EXPERT_MODEL, situationPack, - expertMessages, + expertView(), 1_500, ); expertText = expertResult.text; @@ -364,7 +416,6 @@ while (interviewerTurns < HARD_STOP_AT) { } } interviewerMessages.push({ role: 'user', content: expertText }); - expertMessages.push({ role: 'assistant', content: expertText }); await writeCheckpoint('in-progress'); } diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1-model.txt b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1-model.txt index c2af5ccfe25..2e1e59d9f0e 100644 --- a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1-model.txt +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-1-model.txt @@ -1,3 +1,361 @@ +# Coatings Plant Scheduling Model — v1.0 + +**Delivered:** first cut, built on interview only. No plant data has been loaded yet. + +**Status:** structurally complete, numerically unvalidated. Read page one before quoting any number from this model to anyone. + +--- + +# PAGE ONE — ASSUMPTIONS REGISTER + +## A. Confirmed by you in interview + +| # | Statement | +|---|---| +| C1 | Four stages: mix → mill → tint/letdown → fill & pack. Same order for all products. | +| C2 | 3 filling lines, 14 SKUs, 3 families (base whites, tinted colours, specialty clears). | +| C3 | Lines 1 & 2 run 06:00–22:00. Line 3 runs 06:00–14:00. | +| C4 | Changeover techs: 2 people, 06:00–14:00 only, shared across all three lines. | +| C5 | Rinses (same-family, ~25 min) are done by line operators — **no tech required**. | +| C6 | Family switches (≥45 min, wash chemicals + QA signoff) **require a tech**. | +| C7 | Tint→white = ~180 min, 2 techs. White→tint = ~45 min. Specialty in/out = ~120 min, either direction. | +| C8 | A wash is not started unless it can finish before 14:00 (≤15 min overrun tolerated). | +| C9 | QA hold is **after** fill, 4 h typical / ~24 h specialty, 2 lab staff. Delays shipment only; does not block upstream. | +| C10 | Meridian white orders always run on Line 2. | +| C11 | Specialty runs Line 1 only in current practice (Line 3 not qualified). | +| C12 | VW-02 must not follow a dark tint, wash or no wash. | +| C13 | Priority: Meridian never late > distributors (±2 days) > small accounts (±7 days). Then changeover hours, then utilisation. | +| C14 | Line 3 overtime requires ops director signoff; rare. | +| C15 | One mill per line, not shared *(you flagged you'd double-check)*. | + +## B. UNVALIDATED — my assumptions, not your statements + +**Every row below will produce confident-looking output. None of it is evidence.** + +| # | Assumption | Basis | How it gets retired | +|---|---|---|---| +| **A2** | `D` = dark-tint→light-tint changeover is **60 min, resource class unknown** | Pure guess. You retracted your "rinse" answer. | Tick sheet: duration + "done by" column | +| **A5** | Ramp scrap: 0 same-family; parameterised for family switches; largest tint→white | Invented. Swept, not asserted. | Floor-lead eyeball, next tint→white and next rinse | +| **A6** | Line 2 MTBF ≈ 10 days, repair 0.5–4 h (triangular) | Your "every week or two, half hour to half a shift" | Maintenance log | +| **A7** | Line 1 mill motor modelled as a **named scenario**, not a random failure | Too rare to sample in a 6-week run — you'd get noise, not signal | n/a — design choice, but say so out loud | +| **A8** | Line 3 breakdowns = zero | Your answer. "New" ≠ "reliable" at 18 months. | Revisit in 6 months | +| **A9** | Batch→fill run is 1:1; multi-pack-size splits ignored in v1 | Your "minority case" | ERP export will show actual frequency | +| **A10** | Lab is day-shift, FIFO, no priority for Meridian | **Never asked you. Straight guess.** | One question to QA | +| **A13** | Operators always available during line hours, so rinses never queue | Convenience assumption | Tick sheet | +| **A14** | Rate matrix values | **Placeholders. Not real numbers.** | Your rate matrix | +| **A15** | Tank capacities K₁, K₂, K₃ | **Placeholders.** K₁ is the disputed one. | Engineering spec sheet + stopwatch | +| **A16** | Which two tint SKUs Line 3 is not qualified for (assumed the two deepest reds) | Your recollection, unconfirmed | Qualification list | +| **A17** | Order arrival pattern and Meridian's share (assumed ⅓ of white volume) | Your estimate | ERP export | +| **A18** | Washdown durations identical on all three lines | Your answer, plausible, untested | Tick sheet | +| **A19** | Operators never perform family switches informally | Policy, not observation. **You said "not allowed and never happens aren't the same thing."** | Tick sheet "done by" column | + +**A19 is the one to watch.** A single contrary row retires a hard guard and changes what the baseline predicts. Send it the same day it appears. + +## C. What this model cannot do + +1. **It will not compute an optimal reshuffle.** It races policies you specify. The output is a *reflex* you can defend at the huddle, not a schedule. +2. **It cannot settle the Line 1 tank argument on current inputs.** Whatever I assume about K₁ and Line 1's rate, the model will reproduce faithfully and appear to prove someone right. Run the inversion (§7.3) only after the stopwatch measurement, and do not take it into a room with engineering before then. +3. **It has no first-pass-yield data.** Scrap is a swept parameter presented as thresholds, never as a point estimate. + +--- + +# 1. Scope and resolution + +| Area | Detail level | Why | +|---|---|---| +| Fill & pack, all 3 lines | **Full** | Your bottleneck | +| Changeover crew and calendar | **Full** | Your sore spot; the real constraint | +| Mix / mill / tint | Single timed transition per line feeding a holding tank | You care less; tank capacity kept explicit for the Flag 2 inversion | +| QA hold | Capacity-2 queue, post-fill | Affects OTIF only | +| Raw materials | Assumed always available | Never raised as a driver | + +**Time base:** minutes. **Run length:** 6 weeks + 1 week warm-up. **Replications:** 30 per policy arm (breakdowns are stochastic; single runs will mislead you). + +--- + +# 2. Colour sets + +| Set | Values | +|---|---| +| `FAMILY` | `WHITE` \| `TINT` \| `SPECIALTY` | +| `SHADE` | `0`(white) \| `1..5` light→dark (tints) \| `X`(specialty) | +| `TIER` | `MERIDIAN` \| `DISTRIBUTOR` \| `SMALL` | +| `SKU` | 14 values; each carries `(family, shade, qualifiedLines[])` | +| `ORDER` | `⟨id, sku, qty, tier, dueTime, releaseTime⟩` | +| `LINESTATE` | `⟨lineId, lastSKU, lastFamily, lastShade, up:bool⟩` | +| `BATCH` | `⟨sku, qty⟩` | +| `LOT` | `⟨orderId, sku, qty, tier, dueTime, fillEndTime⟩` | + +--- + +# 3. Places + +### 3.1 Shared + +| Place | Type | Init | Meaning | +|---|---|---|---| +| `P_Demand` | ORDER | from ERP | Order arrival stream | +| `P_Ready` | ORDER | ∅ | Released, awaiting line assignment | +| `P_Techs` | unit | 2 | Techs **on shift and free** | +| `P_TechsOff` | unit | 0 | Techs off shift | +| `P_TechShiftOpen` | unit | 0 | Marked 06:00–14:00 | +| `P_LineOpen_1`, `_2` | unit | 0 | Marked 06:00–22:00 | +| `P_LineOpen_3` | unit | 0 | Marked 06:00–14:00 (+OT lever) | +| `P_Lab` | unit | 2 | Free lab capacity | +| `P_LabOpen` | unit | 0 | Marked during lab hours (A10) | +| `P_QAQueue` | LOT | ∅ | Awaiting QA | +| `P_Shipped` | LOT | ∅ | Completed | +| `P_Clock` | int | 1 | Calendar cycle token | + +### 3.2 Per line L ∈ {1,2,3} + +| Place | Type | Init | Meaning | +|---|---|---|---| +| `P_UpIdle_L` | unit | 1 | Upstream (mix/mill/tint) free | +| `P_UpBusy_L` | BATCH | ∅ | Upstream in progress | +| `P_Tank_L` | BATCH | ∅ | Holding tank contents | +| `P_TankFree_L` | unit | K_L | Remaining tank slots (complementary place) | +| `P_LineIdle_L` | LINESTATE | 1 | Line free, carrying its last-run identity | +| `P_LineFilling_L` | ORDER×LINESTATE | ∅ | Fill in progress | +| `P_ChangeoverDue_L` | ⟨from,to⟩ | ∅ | Changeover raised, not started | +| `P_Rinsing_L` | ⟨from,to⟩ | ∅ | Operator rinse in progress | +| `P_Washing_L` | ⟨from,to⟩ | ∅ | Tech wash in progress | +| `P_Down_L` | unit | 0 | Line failed | + +--- + +# 4. Transitions + +## 4.1 Calendar subnet (drives everything) + +| Transition | Fires at | Effect | +|---|---|---| +| `T_TechShiftStart` | 06:00 daily | `P_TechsOff` → `P_Techs`; mark `P_TechShiftOpen` | +| `T_TechShiftEnd` | 14:00 daily | Unmark `P_TechShiftOpen`; return free techs to `P_TechsOff` | +| `T_Line12Open` / `T_Line12Close` | 06:00 / 22:00 | Mark/unmark `P_LineOpen_1`, `P_LineOpen_2` | +| `T_Line3Open` / `T_Line3Close` | 06:00 / 14:00 (22:00 if OT) | Mark/unmark `P_LineOpen_3` | +| `T_LabOpen` / `T_LabClose` | per A10 | Mark/unmark `P_LabOpen` | + +*Weekends: all calendar transitions gated off unless the weekend-working lever is set.* + +## 4.2 Production + +| Transition | Delay | Guard | +|---|---|---| +| `T_UpStart_L` | — | `P_UpIdle_L` marked ∧ `P_TankFree_L` ≥ 1 ∧ a job is assigned to L | +| `T_UpEnd_L` | `upstream_time[family]` (specialty longest) | — | +| `T_Assign_L` | — | **Policy layer, §5** | +| `T_StartFill_L` | — | `P_LineOpen_L` ∧ ¬`P_Down_L` ∧ batch present in `P_Tank_L` ∧ `lastSKU` prep matches job (no changeover outstanding) ∧ `sku ∈ qualified(L)` | +| `T_EndFill_L` | `qty / rate[sku][L]` | — | +| **`T_Interrupt_L`** | — | Fires at line close if fill incomplete; fill **pauses**, resumes at next open *(assumption: fills are interruptible at shift end — flag if wrong)* | + +## 4.3 Changeover — the detailed part + +| Transition | Delay | Resource | Guard | +|---|---|---|---| +| `T_RaiseChangeover_L` | — | — | Next job's prep ≠ line's current prep. **Deferred by wait-rule W, §5.2** | +| `T_StartRinse_L` | — | none | `class(from,to) = OPERATOR` ∧ `P_LineOpen_L` | +| `T_EndRinse_L` | 25 min | — | — | +| `T_StartWash_L` | — | **n(from,to) tech tokens** | `P_TechShiftOpen` ∧ `P_Techs ≥ n` ∧ **`now + dur ≤ 14:00 + grace(15 min)`** (C8) ∧ **VW-02 guard (C12)** | +| `T_EndWash_L` | `dur(from,to)` | releases techs | — | + +### Changeover matrix + +Duration in minutes / resource class / techs required. + +| From ↓ To → | WHITE | TINT light (1–2) | TINT dark (3–5) | SPECIALTY | +|---|---|---|---|---| +| **WHITE** | 25 / op | 45 / tech ×1 | 45 / tech ×1 | 120 / tech ×2 | +| **TINT light** | **180 / tech ×2** | 25 / op | 25 / op | 120 / tech ×2 | +| **TINT dark** | **180 / tech ×2** | **`D` = 60 / class ? — A2** | 25 / op | 120 / tech ×2 | +| **SPECIALTY** | 120 / tech ×2 | 120 / tech ×2 | 120 / tech ×2 | 25 / op | + +**Hard guard, not a duration:** `to_sku = VW-02 ∧ from_shade ≥ 4` → transition disabled. No wash clears it. + +### Latest feasible start (derived from C4 + C8) + +| Changeover | Duration | Latest start | +|---|---|---| +| White → tint | 45 | **13:15** | +| Specialty in/out | 120 | **12:00** | +| Tint → white | 180 | **11:00** | +| Rinse (operator) | 25 | any time the line is open | + +**Consequence, hard-coded by the calendar:** after 13:15, no line can cross families until 06:00 next day. Lines 1 and 2 run to 22:00 locked to whatever family they held at lunchtime. + +## 4.4 Failure and QA + +| Transition | Delay | Notes | +|---|---|---| +| `T_Fail_L` | `Exp(MTBF_L)` | A6/A8. Line 1 mill motor is a **scenario injection**, not sampled (A7) | +| `T_Repair_L` | `Tri(min,mode,max)` | Fill resumes where interrupted | +| `T_QAStart` | — | `P_Lab ≥ 1` ∧ `P_LabOpen` | +| `T_QAEnd` | 240 min; 1440 specialty | — | +| `T_Ship` | — | `lateness = max(0, now − dueTime)` recorded by tier | + +--- + +# 5. Policy layer + +This is what you tune. Everything above is plant physics; everything here is a decision. + +## 5.1 Baseline — reproduces you + +``` +1. Meridian white orders → Line 2 (C10, absolute) +2. Specialty orders → Line 1 (C11, currently the only qualified line) +3. Otherwise: prefer the line whose lastFamily == order.family + tie-break: earliest available +4. Within line: sort by TIER (Meridian, Distributor, Small), then dueTime +5. Overnight-strand rule: do not start a job that ends after the + tech window if it leaves the line needing a wash +6. VW-02 guard (C12) +``` + +## 5.2 Variants to race against it + +| Variant | Description | Answers | +|---|---|---| +| **Wait-rule `W(t)`** | Hold line idle up to `W` hours for a same-family order rather than raise a wash. **Time-of-day dependent** — after 13:15 the choice doesn't exist, so sweep only 06:00–13:15. | **Q2** | +| **Fill-the-shift** | Do not commit a morning family switch unless there is enough work in that family to run through line close | Q2/Q3 | +| **Breakdown reflex A/B/C** | A: push all to remaining lines. B: hold the tint block, pull whites forward. C: split across 1 & 3, absorb the specialty changeover. | **Q1** | +| **Tech shift position** | 06:00–14:00 (status quo) / 10:00–18:00 / 14:00–22:00 / one tech per shift | Q3 + headcount case | +| **Third tech** | Add one head to the existing window | Q3 | +| **Line 3 OT** | Purchasable lever, 0–5 days/week | Q1 | +| **Meridian-priority QA** | Non-FIFO lab queue | Free OTIF experiment | + +**Note on the split-shift arm:** with one tech per shift, no ≥120-min wash can ever run (they need two). I expect that arm to fail badly. Run it anyway — showing your ops director *why* a cheap option fails is worth more than asserting it, and it demonstrates you looked at rota changes before asking for headcount. + +--- + +# 6. KPIs + +## 6.1 Service (primary) + +| Metric | Definition | +|---|---| +| **Meridian late count** | Any lot shipped after `dueTime`. Target zero (C13) | +| Distributor late | Shipped > 48 h after due | +| Small-account late | Shipped > 168 h after due | +| Meridian lateness hours | Total, for severity | + +## 6.2 Changeover — reported as three separate numbers + +**Do not merge these.** A single "dirty hours" figure will be attacked as inflated the first time someone notices it counts unscheduled hours. + +| Metric | Definition | Framing | +|---|---|---| +| Clock-dirty hours | Wall-clock from changeover raised to complete | Report, label **not a loss** | +| Wash hours | Actual cleaning time | Largely unavoidable | +| **Lost production hours** | Dirty time that overlapped **scheduled line hours** | **The number to argue with** | +| — split by cause | `techs_off_shift` vs `techs_busy_elsewhere` | Different fixes: rota vs headcount | +| **Family-lock hours** | Per line per day, time during which no family switch is possible | Explains *why* the losses occurred | +| Family switches per week | Plant-wide count | Validation target | + +*Worked example — wash raised 14:30 on Line 2, executed 06:00–09:00:* +clock-dirty 18.5 h · wash 3 h · **lost production 7.5 h** (cause: techs off shift). + +## 6.3 Secondary + +Ramp scrap units (by changeover type) · per-line utilisation · **tank-blocked hours** (Flag 2) · tech utilisation % of the 16 tech-hours/day · QA queue length, Fri/Mon split. + +--- + +# 7. How to use it + +## 7.1 Run this first — the reproduction check + +Before any experiment, before anything goes to your ops director: + +| Check | Target | If it misses | +|---|---|---| +| Weekly output per line | Within ±10% of ERP actuals | Rate matrix or tank capacity wrong | +| Family switches/week | Your estimate: ~8 | Changeover matrix or policy wrong | +| Late-order pattern by tier | Matches history | Priority logic wrong | +| Line 3 idle mornings | Should appear spontaneously | Tech contention modelled wrong | + +**If it misses, that is the finding.** The gap points at a register row and we fix the model before it says anything about Tuesdays. + +## 7.2 Then, in order + +1. **Q3 — where do changeover hours go.** Baseline only. Decompose lost production hours by cause and by line. Cheapest result, no new policy needed. +2. **Q2 — the wait-vs-wash question.** Sweep `W(t)`. Expected output shape: *"before 09:00 wait up to N hours; 09:00–11:00 never wait; after 11:00 wait as long as you like."* +3. **Q1 — the breakdown reflex.** Inject Line 2 failure at 06:00 Tue, Line 1 mill motor at 06:00 Mon (4 days). Race reflexes A/B/C over 30 reps. Output is a rule, not a schedule. +4. **Rota and headcount.** Only after the tick sheet lands. + +## 7.3 The Line 1 tank inversion — after the stopwatch, not before + +Fix Line 1's fill rate to the measured value. Sweep K₁ downward. Find the largest K₁ that reproduces observed blocking. + +- If that K₁ is **below** the spec-sheet volume → the tank is not the constraint; the rate is. +- If it is **at or above** → your instinct holds. + +Without the measured rate, both parameters are free and the inversion identifies neither. It will still produce a confident-looking answer. Do not use it. + +--- + +# 8. Parameter file + +Everything below is data, not structure. Hand this to whoever fills it in; the net does not change. + +```csv +# === lines.csv === +line_id,open_time,close_time,ot_available,mtbf_hours,repair_min,repair_mode,repair_max,tank_capacity_K +1,06:00,22:00,no,PLACEHOLDER,PLACEHOLDER,PLACEHOLDER,PLACEHOLDER,K1_PLACEHOLDER +2,06:00,22:00,no,240,30,90,240,K2_PLACEHOLDER +3,06:00,14:00,yes_signoff,99999,0,0,0,K3_PLACEHOLDER + +# === skus.csv === +sku_id,family,shade,qual_L1,qual_L2,qual_L3 +VW-01,WHITE,0,1,1,1 +VW-02,WHITE,0,1,1,1 # C12 guard applies +T-01..T-09,TINT,1..5,1,1,mostly-1 # two deep reds = 0 on L3 (A16) +S-01..S-03,SPECIALTY,X,1,0,0 # C11: L1 only in practice + +# === rates.csv === units/hr, PLACEHOLDER = A14 +sku_id,rate_L1,rate_L2,rate_L3 + +# === changeover.csv === +from_family,from_shade,to_family,to_shade,minutes,resource,techs +WHITE,*,WHITE,*,25,OPERATOR,0 +WHITE,*,TINT,*,45,TECH,1 +WHITE,*,SPECIALTY,*,120,TECH,2 +TINT,*,WHITE,*,180,TECH,2 +TINT,1-2,TINT,*,25,OPERATOR,0 +TINT,3-5,TINT,3-5,25,OPERATOR,0 +TINT,3-5,TINT,1-2,60,UNKNOWN,? # A2 — sweep 25..180, both resource classes +TINT,*,SPECIALTY,*,120,TECH,2 +SPECIALTY,*,*,*,120,TECH,2 +SPECIALTY,*,SPECIALTY,*,25,OPERATOR,0 + +# === ramp_scrap.csv === A5 — swept, not asserted +changeover_type,scrap_units +same_family,0 +white_to_tint,SWEEP_0_200 +specialty_switch,SWEEP_0_200 +tint_to_white,SWEEP_0_400 + +# === resources.csv === +resource,count,open,close +tech,2,06:00,14:00 +lab,2,PLACEHOLDER,PLACEHOLDER # A10 + +# === tiers.csv === +tier,tolerance_hours +MERIDIAN,0 +DISTRIBUTOR,48 +SMALL,168 +``` + +--- + +# 9. PNML + +**Dialect note.** Your tooling question never came back, so this is built to load anywhere: the graph structure is plain P/T-net so any PNML reader will open it, and all colour, guard, timing and resource information is carried in `` blocks and inscriptions. If your tool is coloured + timed, map the annotations onto the colour sets in §2 — that is a mechanical translation, roughly an hour's work. If it is plain P/T, the net runs as-is with `SHADE` folded out; you lose the `D` question and the VW-02 guard has to become a separate forbidden-pair place per SKU. + +**Coverage.** Shared resources, the calendar subnet, and **Line 1 in full**. Lines 2 and 3 are structurally identical: duplicate the `_L1` block, change the id suffix, and substitute from `lines.csv`. I've done it this way so the file stays readable — a 3× copy is ten minutes of work and impossible to get wrong, whereas a 900-line file nobody reads is a different kind of risk. + +```xml L1 raise changeover + L1 raise changeover + + next job prep != line current prep + DEFERRED by wait-rule W(t) - spec 5.2. + Morning only; after 13:15 the choice does not exist. + + + + + L1 start rinse (operator) + + class(from,to) = OPERATOR AND P_LineOpen_L1 marked + C5 - no tech token consumed. Available to 22:00. + + + + + L1 end rinse + + 25 + + + + + L1 start wash (tech) + + class(from,to) = TECH + AND P_TechShiftOpen marked + AND P_Techs >= n(from,to) + AND now + dur(from,to) <= 14:00 + grace(15) [C8] + AND NOT (to_sku = VW-02 AND from_shade >= 4) [C12] + n(from,to) tokens from P_Techs + + + + + L1 end wash + + dur(from,to) per changeover matrix, spec 4.3 + release n techs to P_Techs; set lastFamily/lastShade := to + + + + + L1 fail + + Exp(MTBF_L1) - A6 PLACEHOLDER + A7: mill motor 4-day outage is a SCENARIO INJECTION, + not sampled. Too rare for a 6-week run. + + + + + L1 repair + + Tri(min,mode,max) - A6 + fill resumes from interruption point + + + + + L1 shift-end interrupt + + fires at line close if fill incomplete + ASSUMPTION: fills are interruptible at shift end and resume + next open. Never confirmed - flag if wrong. + + + + + + + + + + + + + + + + test arc - not consumed + + + + + + + + + + + + + + + n(from,to) [1 or 2] + + + test arc - not consumed + + + + + + n(from,to) + + + + + + + + paused; resumes at next line open + + + + + Awaiting QA (post-fill hold) + 0 + + C9 - delays shipment only, does not block upstream. + Watch Fri/Mon queue length: your Friday slip mechanism. + + + + + In QA + 0 + + + + Shipped + 0 + + + + + Start QA + + P_Lab >= 1 AND P_LabOpen marked + BASELINE FIFO (A10). Variant: Meridian-priority queue. + + + + + End QA + + 240 min; 1440 min if family = SPECIALTY + + + + + Ship and record lateness + + lateness = max(0, now - dueTime); bucket by TIER; + MERIDIAN tolerance 0, DISTRIBUTOR 2880, SMALL 10080 min + + + + + + + + + + + + + + + +``` + +--- + +# 10. Building Lines 2 and 3 + +Copy the Line 1 block; change the `_L1` suffix throughout; substitute from `lines.csv`. The only structural differences: + +| | Line 2 | Line 3 | +|---|---|---| +| Calendar place | `P_LineOpen_L2`, 06:00–22:00 | `P_LineOpen_L3`, 06:00–**14:00** | +| Qualification | Specialty SKUs excluded (C11) | Specialty excluded; two deep-red tints excluded (A16) | +| Assignment guard | **Meridian whites forced here** (C10) | No forced work | +| Failure | MTBF ≈ 240 h, repair Tri(30,90,240) (A6) | Zero (A8) | +| OT lever | none | `T_Line3Close` deferred to 22:00 when set | + +**One consequence worth checking against the model's own output:** Line 3's entire operating day sits inside the tech window. Its changeovers compete head-on with the morning wash queue for Lines 1 and 2. A tint→white wash starting 06:00 on Line 2 holds both techs to 09:00, during which Line 3 cannot cross families — three of its eight hours, clean and staffed and waiting. If that pattern doesn't emerge spontaneously in the reproduction check, the tech contention is modelled wrong. + +--- + +# 11. What happens next + +**Blocking, from you:** spreadsheet, rate matrix, ERP export. Nothing runs until the rate matrix lands — `A14` placeholders make every duration in the model fictional. + +**Then, in order:** reproduction check (§7.1) → Q3 decomposition → Q2 sweep → Q1 reflexes. Rota and headcount arms only after the tick sheet. + +**Send early, don't batch:** any tick-sheet row showing an operator performing a family switch. That retires A19, changes a hard guard, and I'd rather rework in week one than build a fortnight on it. + +**Still unanswered:** the PNML dialect, A10 (lab hours and queue discipline — I never asked and it drives your Friday slips), A15 (tank capacities), whether fills are interruptible at shift end (§4.2), and A16 (which two tints Line 3 can't run). + +--- + +# 12. Two lines that don't depend on any of this + +Both fall out of your own shift pattern — C3, C4, C6, C8 — not from anything I've modelled. They were true before this document existed and stay true whatever the data says: + +> **After 13:15, no line can cross families. The morning decides the day.** + +> **A wash raised at 22:00 costs nothing. One raised at 14:30 costs the evening.** + +Everything else in here — the switches-per-week ceiling, the capacity-versus-timing hypothesis, Line 3's idle mornings, and every number in §8 — is arithmetic on recollection. Hold it back until the sheet earns it. \ No newline at end of file diff --git a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2-model.txt b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2-model.txt index 3e64e5425e9..cefb65f278d 100644 --- a/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2-model.txt +++ b/imports/brunch-agent/docs/planning/process-model-elicitation/baseline/transcripts/condition-2-model.txt @@ -1,3 +1,188 @@ +# COATINGS PLANT SCHEDULING MODEL — FINAL DELIVERABLE + +Complete and self-contained. Hand Section A to your modelling person; keep Section B for yourself. + +--- + +# A. THE MODEL + +A **coloured, timed Petri net with priority-resolved conflicts**. Tokens are *batches*; token colours carry order attributes; transitions are timed; shared resources and calendars are capacity-limited places. + +## A.0 Experiment switches + +| Switch | Values | Default | Purpose | +|---|---|---|---| +| `TIME_BASIS` | `SHEET` / `GUT` | `GUT` | Matrix standard times vs your padding | +| `CO_GRANULARITY` | `WHOLE_LINE` / `CASCADE` / `SPLIT_BY_SIZE` | `SPLIT_BY_SIZE` | Whole-line for washdowns ≥2 h, cascade for rinses <1 h *(unresolved)* | +| `CREW_MODE` | `ONE_SERVER` / `SPLIT_ON_RINSE` | `ONE_SERVER` | Can the two techs run two rinses at once *(unresolved)* | +| `RELEASE_POLICY` | `TRUCK_CONFIRMED` / `STANDING_MERIDIAN` | `TRUCK_CONFIRMED` | The logistics lever | +| `SAT_LAB_COVER` | `OFF` / `ON` | `OFF` | Does Saturday OT include a lab analyst | +| `SEQ_RULE` | `CAMPAIGN_FIRST` / `DUE_DATE_FIRST` / `CAMPAIGN_WITH_MERIDIAN_OVERRIDE` | `CAMPAIGN_FIRST` | Your current policy is default | +| `EOW_CHARGE` | `ON` / `OFF` | `ON` | End-of-week dirty-line charge; OFF lets the model cheat | + +## A.1 Colour sets + +``` +FAMILY = { WHITE, TINT, SPECIALTY } +DEPTH = { NA, LIGHT, DARK } +ACCOUNT = { MERIDIAN, OTHER } +LINE = { L1, L2, L3 } + +SKU = { skuId, family, depth, meridianQual, l3Qual } +ORDER = { oid, account, sku, qty, bookTime, releaseTime, promiseTime, + wholeWeek, line, nBatches } +BATCH = { oid, idx, of, units, sku, account, promiseTime, testFlag, startedAt } +SETUP = { line, sku, family, depth } +TECH, ANALYST = unit tokens +``` + +## A.2 Places + +**Order level:** `P_Book` → `P_Allocated` → `P_Releasable` → `P_OrderDone` → `P_Shipped` (all ∞). + +**Per line L ∈ {L1,L2,L3}:** + +| Place | Cap | +|---|---| +| `P_MixQueue_L` | ∞ | +| `P_Mixing_L` | 1 | +| `P_Tank_MixMill_L` | TANKCAP | +| `P_Milling_L` | 1 | +| `P_Tank_MillFill_L` | **L1 = 1** (your backup), L2/L3 = 2 | +| `P_Tinting_L` | 1 | +| `P_Tank_TintFill_L` | TANKCAP | +| `P_Filling_L` | 1 | +| `P_SetupState_L` | 1 (what the line is dressed for) | +| `P_LineIdleClean_L` | 1 iff all stages empty | +| `P_LineUp_L` | 1 iff not broken down | +| `P_ShiftOpen_L` | 1 iff shift manned | +| `P_COinProgress_L` | 1 during whole-line changeover | + +**Shared:** `P_CrewPool` (2 TECH), `P_CrewShift` (1 — its *absence* is the 2 a.m. black hole), `P_QAHold` (∞), `P_LabAnalysts` (2), `P_LabShift` (1 — its absence is the Friday-evening trap), `P_Testing` (2), `P_QAReleased` (∞), `P_JumpBudget` (0.6 tokens/wk). + +## A.3 Transitions + +### Arrival and release + +| Transition | Trigger | Effect | +|---|---|---| +| `T_BookLands` | Sun 23:00 weekly | ~40 ORDERs → `P_Book` | +| `T_Allocate` | Mon 07:00 | Sets `line` (guards below), `nBatches = ceil(qty/VESSEL(line))` → `P_Allocated` | +| `T_ERPRelease` | at `releaseTime` | → `P_Releasable`. **This transition is what creates your idle-vs-washdown dilemma.** Under `STANDING_MERIDIAN`, Meridian releases at allocation instead | +| `T_Explode` | line queue accepts | Emits `nBatches` BATCH tokens; sets `testFlag` | + +**Hard allocation guards:** +``` +account = MERIDIAN ⇒ line = L2 (audit qualification) +family = SPECIALTY ⇒ line = L1 (L2 not piped for clears) +line = L3 ⇒ sku.l3Qual (validated-SKU list) +``` + +### Production (per line, per batch) + +Paired `T_Start__L` / `T_End__L`. Start requires: batch available (per `SEQ_RULE`), stage free, `P_SetupState_L` matches SKU, `P_ShiftOpen_L`, `P_LineUp_L`, no `P_COinProgress_L`. +`T_EndMill_L` **blocks if `P_Tank_MillFill_L` is full** — this reproduces Line 1's mill backup. + +**Rates (units/hour):** + +| Stage | WHITE | TINT | SPECIALTY | +|---|---|---|---| +| Mix (all) | 3600 | 3600 | 3600 | +| Mill (all) | 2900 | 1450 | 480 (L1) | +| Tint/letdown | 12000 | 1450 | 2400 | +| **Fill L1** | **700** | 700 | 650 | +| **Fill L2** | **950** | 800 | n/a | +| **Fill L3** | **900** | 800 | n/a | + +This reproduces: whites fill-bound, L2 ~35% faster than L1 on whites, **L1 ≈ L2 on tints** (the thing you noticed and couldn't explain), specialty mill-bound. + +**Vessels (units/batch):** L1 = 1,100 · L2 = 1,650 · L3 = 1,350 *(the one you said not to quote)*. + +**Fill disruption — fat right tail, thin left:** +``` +Noise ~ LogNormal(median 1.00, σ 0.06) +JamAdder = 0 w.p. .90 ; U(0.33, 0.50) h w.p. .10 (filler jam) +StallAdder = 0 w.p. .95 ; U(0.25, 1.00) h w.p. .05 (packaging/labels) +``` +Jams and stalls kept separate — the warehouse restock may be the cheaper fix. + +### Changeover + +`T_Changeover_L` fires when the next selected batch's SKU ≠ `P_SetupState_L`. + +- **WHOLE_LINE** (≥2 h washdowns): requires `P_LineIdleClean_L` (line fully drained) + 2 TECH + `P_CrewShift`. +- **CASCADE** (<1 h rinses): four sub-transitions `T_CO_{Mix,Mill,Tint,Fill}_L`, each needing only its own stage empty and 1–2 TECH per `CREW_MODE`; the new order follows the cleaning down the line. + +**Matrix (hours):** + +| From → To | SHEET | GUT | +|---|---|---| +| WHITE → WHITE same SKU | 0.25 | 0.25 | +| WHITE → WHITE diff SKU | 0.42 | 0.42 | +| WHITE → TINT | 0.75 | 0.75 | +| TINT → TINT (light→light, dark→dark) | 0.58 | 0.58 | +| TINT → TINT **dark→light** | 0.58 | **1.25** | +| **TINT → WHITE** | **3.00** | **3.50** (3.75 after dark) | +| any ↔ SPECIALTY | 2.00 | 2.00 | +| L1 multiplier, changeovers ≥2 h | 1.00 | **1.15** | + +**The punitive mechanism:** because changeover needs `P_CrewShift`, a line that misses the crew window waits for the crew's **next shift start**, not for the crew to free up. Your Scenario-A Line 1 loses the whole overnight, not two hours. This emerges from the net structure — no special rule. + +### QA + +| Transition | Requires | Duration | +|---|---|---| +| `T_Sample` | batch in `P_QAHold`, ANALYST, `P_LabShift` | WHITE 3.5 h / TINT 4.0 / SPECIALTY 5.0, LogNormal σ 0.25 | +| `T_Release` | test done | instant | +| `T_Jump` | Meridian-critical + jump token | Front of queue, **non-preemptive**; `P(refuse) = min(0.8, 0.15 × jumps_this_month)` | + +**Sampling:** first batch always, every 3rd thereafter, **last batch always** — this is what makes an order hostage to its last batch. + +### Ship, score, break + +`T_OrderComplete` (all batches released) → `T_Ship` (at truck departure) → `T_ScoreOrder`. +`T_EndOfWeekCharge` fires Fri 22:00, charging each line for the changeover Monday's first job would need. + +| Breakdown | Rate | Duration | +|---|---|---| +| Major outage (mill-motor class), removes `P_LineUp_L` | 0.038/line-week | LogNormal median 48 h, P90 120 h | +| Bad filler jam, blocks `P_Filling_L` | 0.5/line-week | LogNormal median 3 h, P90 6 h | + +Repair progresses only during manned hours. + +## A.4 Calendars + +| Gate | Pattern | +|---|---| +| `P_ShiftOpen_L1/L2` | Mon–Fri 06:00–22:00 (handover mid-batch allowed) | +| `P_ShiftOpen_L3` | Mon–Fri 06:00–14:00 | +| `P_CrewShift` | Mon–Fri 07:00–15:30; extends 05:00–19:00 if changeover pre-arranged ≥8 h ahead | +| `P_LabShift` | Mon–Fri 07:00–17:00 | +| Saturday OT | Adds L1 or L2 Sat 06:00–18:00; requires trigger by Wed 17:00; **adds no lab, no crew** unless `SAT_LAB_COVER = ON` | +| Trucks | Depart 06:00, Mon–Fri | + +## A.5 Policy layer (every rule swappable) + +**1 — Crew contention.** Key: `(Meridian-enabling DESC, earliest promise-at-risk ASC)`. **Non-preemptive.** Loser waits for crew *and* shift. + +**2 — Batch sequencing (`SEQ_RULE`).** `CAMPAIGN_FIRST` (yours): group by family; within campaign, earliest promise; break campaign only if a due date would actually be missed. Alternatives: pure due-date; campaign with Meridian override. + +**3 — Idle vs washdown** *(your headline decision, implemented literally from Q10)*: +``` +IF (wash_away + wash_back) touches ANY Meridian ship window + THEN idle (* the cliff *) +ELSE IF gap_hours ≥ (wash_away + gap_job_runtime + wash_back) + THEN take the gap job +ELSE idle +``` + +**4 — Lab queue.** FIFO, except jump tokens. Displaced work waits, and near week's end may hit the Friday trap — that is the true cost of a jump. + +**5 — Saturday ask.** Wed 17:00: if a Meridian order's projected completion misses its window by ≥1 shift, request OT on L1/L2. Non-Meridian shortfalls trigger nothing (your Coastal case). + +## A.6 Scoring — unit is one line-hour + +``` Changeover = 1.0 × changeover_hours Idle = 0 (invisible on paper; bites only via the clock) @@ -9,3 +194,103 @@ Whole-week req. = ×2 on the above End-of-week = expected changeover hours from each line's Friday state into Monday's likely first job +``` + +**Board metric reported separately:** binary on-time % vs promise date — so you can tell your boss what the board will say. + +*Calibration against your own bets:* Meridian 6 h late = 206 ≫ 4 changeover-hours → you idle. Coastal 6 h late = 1.0 < 4 → you take the tint job. Coastal 48 h late = 106 ≫ 4 → you don't. Cliff and slope, reproduced. + +## A.7 Experiments → your three questions + +| Question | Run | +|---|---| +| *"Line 1's mill motor takes four days — what slips?"* | Inject 96 h `P_LineUp_L1` outage at various points; compare re-allocation policies. **Watch specialty: it has nowhere to go** (guard: specialty ⇒ L1), so it appears as a hard block, not a delay | +| *"Idle an hour or wash down?"* | Sweep Conflict-3 rule × `RELEASE_POLICY`. **Run `STANDING_MERIDIAN` first** — hypothesis is that most of these dilemmas are manufactured by release timing, not by your scheduling | +| *"Where are my changeover hours going?"* | Changeover-hours ledger by line × transition × cause; then `SEQ_RULE` sweep; cross with `TIME_BASIS` — if your gut padding changes no decision, don't bother timing changeovers | +| *(bonus)* | `SAT_LAB_COVER` OFF vs ON — tests whether this year's Saturdays bought you anything given a shut Monday-ward lab | + +**Validation when data lands:** replay 26 weeks; target (a) ~75% utilisation, (b) **30–40 changeover-hours/month** — your ops director's number, the best anchor you gave me — (c) board on-time % matching history. Low changeover-hours ⇒ `CO_GRANULARITY` or sequencing is wrong. + +--- + +# B. ASSUMPTION LEDGER + +Mine, not yours. **Bold = load-bearing.** + +**Scoring** +1. Lateness in hours vs promise date (board is binary but can't express your cliff/slope). *Check: ERP promise vs ship dates.* +2. **Meridian = 200-hour step at "misses the truck", +1.0/h after. I defined the window as truck departure 06:00, not end-of-promise-day.** *Check: one sentence from you — several tight cases flip.* +3. Non-Meridian: free <4 h, 0.5/h to 24 h, 4.0/h beyond. Invented shape from your Coastal answer. *Sensitivity-test the kink.* +4. Whole-week multiplier ×2. Pure invention. +5. Idle costs zero (your Q8). Makes arrival/due-date realism load-bearing. +6. Changeover = pure lost line time, no wage/solvent. *Check with finance what the 40-hours line item contains.* +7. **The 200:4 ratio was reverse-engineered from your two bets, not elicited.** *Check by putting three more of your own bets to it.* + +**Structure** +8. Four stages, identical topology on all three lines (you walked me through L2 only). +9. **Tank caps: L1 mill→fill = 1 batch, others = 2.** *Check: nameplate ÷ batch size.* +10. Vessels 1,100 / 1,650 / 1,350 — **L3 is the one you said not to quote.** *Check: 30 seconds at the vessel.* +11. 14 SKUs as 4 white / 8 tint / 2 specialty, tint depths assigned arbitrarily. *Check: SKU master — also tells me which tints are dark.* +12. L3's two unqualified tint SKUs — your count, my choice of which. *Check: quality's validation list.* +13. **Specialty on L1 only. I never asked whether L3 can run specialty — if it can, the mill-motor answer changes materially.** +14. Meridian ⇒ L2 is absolute, no emergency override. *Check: has it ever been broken?* + +**Durations** +15. **Stage rates reconstructed from your estimates. The pattern is yours; the numbers are mine.** *Check: the sheet's units/hour per product per line — direct calibration, you already have it.* +16. Mix time identical across families/lines. Never asked; probably wrong for specialty. +17. **The jam/stall split is entirely my decomposition** (you described both, never separated them); stall frequency invented. *Check: whether CMMS distinguishes faults from material starvation — it probably doesn't.* +18. QA 3.5/4.0/5.0 h by family, σ 0.25 — only "about four hours for whites" is yours. *Check: lab lead, 5 min.* +19. Sampling = first, every 3rd, **always last** (my inference from "held up by its last batch"). +20. SHEET matrix = your recollection of a spreadsheet neither of us has opened. *Check: open it.* +21. GUT layer quantified by me from your instincts. *Check: time six changeovers — but run `TIME_BASIS` both ways first; if nothing changes, don't bother.* +22. **`CO_GRANULARITY` unresolved — you were going to watch a rinse. This materially changes the split-across-lines answer.** +23. **`CREW_MODE` unresolved — you'd half-noticed the techs working opposite ends. If rinses split, crew contention drops significantly.** + +**Policies** +24. Crew key = Meridian-enabling, then earliest at risk; non-preemptive. *Check: has an in-progress changeover ever been abandoned?* +25. **A line missing the crew window waits for next shift start. Most punitive mechanism in the model — it turns a 2 h changeover into a lost overnight.** +26. **Crew flex needs ≥8 h notice — invented. Directly governs whether an evening washdown happens or waits for morning, i.e. the core of your headline decision.** *Check: ask the techs.* +27. Jump budget 0.6/wk with rising refusal — 2–3/month is yours, the refusal curve is invented to reproduce the one time you backed off. +28. **Saturday OT adds line hours only, no lab, no crew. The assumption I most expect to be wrong in a useful direction.** *Check: the ops director question.* +29. **End-of-week charge is my accounting construct** for behaviour you described. *Check: compare Friday's finishing family to Monday's first job over recent weeks.* Without it the model cheats by leaving every line filthy on Friday. + +**Boundary conditions** +30. **40 orders arrive Sunday 23:00 in one batch; nothing arrives mid-week.** Never asked. If urgent mid-week orders exist, that's a major missing disturbance. +31. Order sizes: Meridian median 7,000 units, others 2,500 — derived from your one-third-of-volume figure. *Check: ERP directly.* +32. **Promise dates 4–9 days after book date, uniform — pure invention, and the single most load-bearing unknown.** Because idle is only penalised via due-date pressure, too much padding makes the model idle happily and tell you nothing. *Check: ERP book-date vs promise-date.* +33. **ERP release lag 24 h ± 12 h before promise, same for all accounts — invented, and it's the mechanism that creates your headline dilemma.** *Check: the release-timestamp field you added to the ask.* +34. **Breakdown rates entirely invented**, anchored only to "the motor took four days once" and "a bad one every couple of weeks." *Check: the CMMS export — this is what it's for.* +35. Repairs progress only in manned hours. Never asked; could be wrong for a contracted rebuild. +36. Starts Monday 06:00, all lines empty, clean, dressed for white. *Use a one-week warm-up before scoring regardless.* +37. No materials constraint (you only watch for red flags). *Check: if red flags stop runs more than quarterly, this needs modelling.* + +--- + +# C. WHAT THE MODEL LEAVES OUT + +**Gaps from stopping early — real, not simplifications:** + +1. **Batch contiguity / order splitting.** The model assumes an order's batches run **contiguously** on a line. It can compare "whole order on L1" vs "split across L1 and L2" and will correctly charge the extra changeover on both — but it can't represent interleaving. **If interleaving is possible in reality, the model overstates the cost of splitting, which is exactly your run-size question.** *Fix this first — it's one sentence from you.* + +2. **The unwritten rules.** Never covered. Expect the model to propose schedules that make you say "we'd never do that." **Treat each of those as a finding, not a bug** — that's an unwritten rule surfacing. + +3. **All historical data.** Neither export arrived. Every arrival, promise date, release lag and breakdown figure is invented (30–34). **Don't make decisions on the model until at least the order book is loaded** — assumption 32 can make it tell you a comfortable lie. + +**Deliberate exclusions:** + +4. **Materials/supply chain** — you don't schedule around them; modelling them adds noise you can't act on. +5. **Individual operators, skills, absence** — except where you named them as constraints (crew, lab, L3's qualified operator). Modelling the labour pool would double the size to answer a question you didn't ask. +6. **Quality failures and rework** — you never mentioned a batch *failing* QA, only waiting for it. If they do fail, that's a missing feedback loop and a significant one. +7. **Warehouse and truck capacity** — trucks are a fixed daily departure. The one place logistics bites, the release gate, *is* modelled, because it's your headline lever. +8. **Commercial's promise-date behaviour** — exogenous. "Should commercial pad more or less" is a different model with this one inside it. +9. **Dollars** — everything is in line-hours, because nobody could give a dollar figure and a fake conversion adds only false precision. One line converts it if finance produces a rate. + +--- + +**Three things before your first real run:** + +1. **Load the ERP order book** — kills assumptions 31–33, the ones that can make the model lie comfortably. +2. **Answer batch contiguity in one sentence** — unblocks the run-size question. +3. **Run `RELEASE_POLICY = STANDING_MERIDIAN` against the default** — tests whether your headline dilemma is manufactured upstream of you. It's the cheapest finding available and needs no data at all. + +Send the exports and the flagged answers whenever you have them and I'll revise. Good luck with it. \ No newline at end of file diff --git a/imports/brunch-agent/package.json b/imports/brunch-agent/package.json index 9ccc3860706..d6e4d42287a 100644 --- a/imports/brunch-agent/package.json +++ b/imports/brunch-agent/package.json @@ -11,10 +11,11 @@ "fmt:check": "oxfmt --check .", "typecheck": "tsc -p tsconfig.json", "test": "bun test", - "build": "bun run --filter '@brunch/dev' build", - "smoke": "bun run lint:check && bun run fmt:check && bun run typecheck && bun test && bun run build" + "build": "bun run --filter '@brunch/*' build", + "smoke": "bun run lint:check && bun run fmt:check && bun run typecheck && bun test" }, "devDependencies": { + "@anthropic-ai/sdk": "^0.116.0", "@types/bun": "^1.3.0", "oxfmt": "^0.5.0", "oxlint": "^1.42.0", diff --git a/imports/brunch-agent/test/boundaries.test.ts b/imports/brunch-agent/test/boundaries.test.ts index 528906a5e7c..ccc5d85afea 100644 --- a/imports/brunch-agent/test/boundaries.test.ts +++ b/imports/brunch-agent/test/boundaries.test.ts @@ -14,11 +14,14 @@ import { describe, expect, test } from 'bun:test'; import { readFileSync } from 'node:fs'; import { join } from 'node:path'; import { + AGENT_DIRECTIVE_STATEMENT, agentModules, allDependencies, filesIn, importedPackages, + MODEL_KEY_NAME, packageOf, + pinnedIdentities, REPO_ROOT, sourceFiles, testFiles, @@ -37,14 +40,26 @@ const isSubstrate = (name: string): boolean => const byRole = (role: string): WorkspacePackage[] => PACKAGES.filter((pkg) => pkg.dir.startsWith(`${role}-`)); -test('the workspace has the packages the spec topology names', () => { - const dirs = PACKAGES.map((pkg) => pkg.relPath).sort(); - expect(dirs).toEqual([ - 'apps/dev', - 'packages/binding-flue', - 'packages/core', - 'packages/plugin-gherkin', - ]); +test('every workspace package is one the spec topology names', () => { + // Derived from the spec's own §12.2 topology block instead of a second + // hand-written list here. The spec names *intended* structure — some + // entries are not scaffolded yet — so the direction checked is disk ⊆ + // spec: a package the spec does not name is loud, while an + // intended-but-unbuilt one is not a failure. (The old hardcoded equality + // would have failed the next legitimate package instead of governing it.) + const spec = readFileSync(join(REPO_ROOT, 'docs/planning/elicitation-kernel/spec.md'), 'utf8'); + const topology = /### 12\.2[^\n]*\n[\s\S]*?```\n([\s\S]*?)```/.exec(spec)?.[1]; + expect(topology).toBeDefined(); + const named = new Set( + [...topology!.matchAll(/^((?:packages|apps)\/[\w-]+)(?=\s|$)/gm)].map((match) => match[1]!), + ); + expect(named.size).toBeGreaterThan(0); + for (const pkg of PACKAGES) { + expect({ pkg: pkg.relPath, inSpec: named.has(pkg.relPath) }).toEqual({ + pkg: pkg.relPath, + inSpec: true, + }); + } }); test('every package is actually scanned', () => { @@ -154,17 +169,38 @@ describe('the direction is physical, not merely declared', () => { } }; - test('a plugin cannot resolve the substrate or the binding', () => { + // Probed with the substrate packages the bindings actually declare, and + // with every binding by name — derived from the tree, so a new substrate + // dependency or a second binding is probed without opting in. + const substratePackages = [ + ...new Set(byRole('binding').flatMap((b) => allDependencies(b).filter(isSubstrate))), + ]; + + test('a plugin cannot resolve the substrate or a binding', () => { + expect(substratePackages.length).toBeGreaterThan(0); for (const plugin of byRole('plugin')) { - expect(resolvesFrom(plugin, '@flue/runtime')).toBe(false); - expect(resolvesFrom(plugin, '@brunch/binding-flue')).toBe(false); + for (const specifier of substratePackages) { + expect({ + plugin: plugin.dir, + specifier, + resolves: resolvesFrom(plugin, specifier), + }).toEqual({ plugin: plugin.dir, specifier, resolves: false }); + } + for (const binding of byRole('binding')) { + expect(resolvesFrom(plugin, binding.name)).toBe(false); + } expect(resolvesFrom(plugin, CORE)).toBe(true); } }); test('core cannot resolve the substrate', () => { const core = PACKAGES.find((pkg) => pkg.name === CORE)!; - expect(resolvesFrom(core, '@flue/runtime')).toBe(false); + for (const specifier of substratePackages) { + expect({ specifier, resolves: resolvesFrom(core, specifier) }).toEqual({ + specifier, + resolves: false, + }); + } }); }); @@ -235,16 +271,34 @@ describe('recorded Flue constraints hold by construction (spec §10)', () => { const withoutLeadingComments = file.text .replace(/^/, '') .replace(/^(?:\s*(?:\/\/[^\n]*|\/\*[\s\S]*?\*\/))*\s*/, ''); - const firstStatement = withoutLeadingComments.split('\n')[0]?.trim(); - expect(`${file.relPath}: ${firstStatement}`).toBe(`${file.relPath}: 'use agent';`); + // Judged by the same pattern that detects the directive at all + // (workspace.ts), so every form the lexicon declares legal — either + // quote style, optional semicolon, trailing comment — passes and only + // placement can fail. The old literal comparison spuriously failed + // forms this suite's own fixtures assert are legal. + const firstStatement = withoutLeadingComments.split('\n')[0] ?? ''; + expect({ + file: file.relPath, + firstStatementIsDirective: AGENT_DIRECTIVE_STATEMENT.test(firstStatement), + }).toEqual({ file: file.relPath, firstStatementIsDirective: true }); } }); test('agentName is a pinned string literal', () => { // Conversation storage keys on it, so a computed value is unsupportable - // and a changed value orphans every existing conversation. + // and a changed value orphans every existing conversation. Extraction + // goes through the shared pinnedIdentities pattern — a third hand-copied + // regex here could silently disagree with the other suites on what + // counts as an identity — and this test adds the shape constraint. for (const file of devAgentModules) { - expect(file.text).toMatch(/^\s*\w+\.agentName\s*=\s*'[a-z][a-z0-9-]*';\s*$/m); + const identities = pinnedIdentities(file); + expect({ file: file.relPath, pinned: identities.length > 0 }).toEqual({ + file: file.relPath, + pinned: true, + }); + for (const identity of identities) { + expect(identity).toMatch(/^[a-z][a-z0-9-]*$/); + } } }); @@ -254,10 +308,7 @@ describe('recorded Flue constraints hold by construction (spec §10)', () => { // review verified — a copy-pasted second agent shadows the mount while // every test stays green, because nothing ties the copies together. const identities = devAgentModules.flatMap((file) => - [...file.text.matchAll(/\w+\.agentName\s*=\s*'([^']+)'/g)].map((match) => ({ - identity: match[1]!, - pinnedIn: file.relPath, - })), + pinnedIdentities(file).map((identity) => ({ identity, pinnedIn: file.relPath })), ); expect(identities.length).toBeGreaterThan(0); // Quoted occurrences only: prose in a comment may *name* the agent without @@ -314,13 +365,30 @@ describe('the testing subpath stays off production paths (spec §12.2)', () => { }); describe('the CI smoke is runnable without a model key or a network (spec §12.5)', () => { - const workflow = readFileSync(join(REPO_ROOT, '.github/workflows/ci.yml'), 'utf8'); + // Parsed rather than substring-matched: a commented-out step vanishes at + // parse time, and a step disabled with `if: false` is visibly not a gate. + // Raw-text `includes()` was satisfied by both — a disabled gate read as + // present, which is this suite's own silent-pass failure mode. + const workflow = Bun.YAML.parse( + readFileSync(join(REPO_ROOT, '.github/workflows/ci.yml'), 'utf8'), + ) as { jobs?: Record }> }; + const disabled = new Set([false, 'false', '${{ false }}']); + const activeRunCommands = Object.values(workflow.jobs ?? {}) + .flatMap((job) => job.steps ?? []) + .filter((step) => !disabled.has(step.if)) + .flatMap((step) => (step.run ? [step.run] : [])); test('CI runs every gate', () => { // Asserted against the workflow rather than against a convenience script, - // because the workflow is what actually gates a merge. - for (const gate of ['lint:check', 'fmt:check', 'typecheck', 'bun test', 'bun run build']) { - expect({ gate, inWorkflow: workflow.includes(gate) }).toEqual({ gate, inWorkflow: true }); + // because the workflow is what actually gates a merge. The build gate is + // deliberately absent from this list: `bun test` builds the app itself + // (build-artifact's beforeAll), so a separate build step would run the + // build twice per CI run for no additional coverage. + for (const gate of ['lint:check', 'fmt:check', 'typecheck', 'bun test']) { + expect({ gate, inWorkflow: activeRunCommands.some((run) => run.includes(gate)) }).toEqual({ + gate, + inWorkflow: true, + }); } }); @@ -342,9 +410,9 @@ describe('the CI smoke is runnable without a model key or a network (spec §12.5 ...filesIn(join(REPO_ROOT, 'test')), ]; expect(suite.length).toBeGreaterThan(0); - // Composed rather than written literally, so this check does not flag its - // own source. - const modelKey = new RegExp(`[A-Z_]*${'API'}_${'KEY'}`, 'g'); + // Composed in workspace.ts rather than written literally, so this check + // does not flag its own source or the pattern's. + const modelKey = new RegExp(MODEL_KEY_NAME, 'g'); for (const file of suite) { expect({ file: file.relPath, diff --git a/imports/brunch-agent/test/build-artifact.test.ts b/imports/brunch-agent/test/build-artifact.test.ts index 2fa52a84f20..f217d7f2685 100644 --- a/imports/brunch-agent/test/build-artifact.test.ts +++ b/imports/brunch-agent/test/build-artifact.test.ts @@ -16,7 +16,13 @@ import { beforeAll, describe, expect, test } from 'bun:test'; import { existsSync, readdirSync, readFileSync } from 'node:fs'; import { join } from 'node:path'; -import { agentModules, REPO_ROOT, workspacePackages } from './workspace.ts'; +import { + agentModules, + MODEL_KEY_NAME, + pinnedIdentities, + REPO_ROOT, + workspacePackages, +} from './workspace.ts'; const DEV_APP = join(REPO_ROOT, 'apps/dev'); const DIST = join(DEV_APP, 'dist'); @@ -27,13 +33,19 @@ let bundle = ''; beforeAll(async () => { // Build here rather than depending on a prior `bun run build`, so `bun test` - // alone is a complete signal and CI ordering cannot make this vacuous. + // alone is a complete signal and CI ordering cannot make this vacuous. The + // *root* build, not the dev app's own: CI has no separate Build step, so + // this is where every workspace package's build script gets exercised — + // building only apps/dev would let the next package's broken build merge + // green. const built = Bun.spawnSync(['bun', 'run', 'build'], { - cwd: DEV_APP, + cwd: REPO_ROOT, env: { ...process.env, NODE_ENV: 'production' }, }); if (built.exitCode !== 0) { - throw new Error(`vite build failed:\n${built.stderr.toString()}`); + throw new Error( + `workspace build failed:\n${built.stdout.toString()}\n${built.stderr.toString()}`, + ); } bundle = readdirSync(DIST) .filter((entry) => entry.endsWith('.mjs')) @@ -44,9 +56,7 @@ beforeAll(async () => { /** The pinned identity of every agent module in the dev app, read from source. */ function declaredAgentIdentities(): string[] { const dev = workspacePackages().find((pkg) => pkg.relPath === 'apps/dev')!; - return agentModules(dev) - .flatMap((file) => [...file.text.matchAll(/\w+\.agentName\s*=\s*'([^']+)'/g)]) - .map((match) => match[1]!); + return agentModules(dev).flatMap(pinnedIdentities); } describe('the emitted server bundle', () => { @@ -79,12 +89,20 @@ describe('the emitted server bundle', () => { test('mounts the agent router and wires the conversation store', () => { // Without db.ts reaching the bundle, conversations are process-memory and a // restart loses them — a difference invisible until something restarts. - expect(bundle).toContain('createAgentRouter'); - expect(bundle).toContain('sqlite'); + // + // Witnessed by strings that exist only in the app's own modules. The + // obvious witnesses are vacuous: `createAgentRouter` survives in a + // bootstrap JSDoc comment and `sqlite` in the bootstrap's unconditional + // default-adapter fallback, so both match even when the mount or db.ts + // never reach the bundle. (Bare `/agents/` is no better — a bundler + // region comment for `src/agents/` carries it.) + expect(bundle).toContain('route(`/agents/'); // app.ts's mount call + expect(bundle).toContain('BRUNCH_DEV_DB_PATH'); // db.ts's env override + expect(bundle).toContain('.data-wipe-me'); // db.ts's default store path }); test('carries no model key', () => { - const modelKey = new RegExp(`[A-Z_]*${'API'}_${'KEY'}\\s*[:=]\\s*['"][^'"]+['"]`); + const modelKey = new RegExp(`${MODEL_KEY_NAME}\\s*[:=]\\s*['"][^'"]+['"]`); expect(bundle).not.toMatch(modelKey); }); }); diff --git a/imports/brunch-agent/test/known-gaps.ts b/imports/brunch-agent/test/known-gaps.ts index 368b474d0b5..175498a23f8 100644 --- a/imports/brunch-agent/test/known-gaps.ts +++ b/imports/brunch-agent/test/known-gaps.ts @@ -18,9 +18,8 @@ * The failure message is therefore an instruction, not a complaint. */ -import { existsSync } from 'node:fs'; import { join } from 'node:path'; -import { REPO_ROOT } from './workspace.ts'; +import { filesIn, REPO_ROOT, sourceFiles, workspacePackages } from './workspace.ts'; export interface KnownGap { /** Short stable handle, used in test names. */ @@ -41,7 +40,25 @@ export interface KnownGap { readonly closed: () => boolean; } -const exists = (...parts: string[]): boolean => existsSync(join(REPO_ROOT, ...parts)); +/** + * A gap that a follow-up test closes is closed only when a test carrying the + * citation `closes-gap: ` actually runs somewhere under `dir`: + * registering a test and asserting something. Content rather than a filename, + * because a filename check fails in both directions — `touch`ing the guessed + * path "closed" a gap with nothing verified, while a real closure under any + * other name stayed "open" forever and rotted the banner. + * + * The citation is a deliberate token, not any prose mention of the id: a test + * that merely *talks about* the gap must not close it (the same cry-wolf + * failure the directive check had with comments that mention `'use agent'`). + */ +const closedByTest = (dir: string, gapId: string): boolean => + filesIn(join(REPO_ROOT, dir)).some( + (file) => + file.text.includes(`closes-gap: ${gapId}`) && + /\b(?:test|it)\s*\(/.test(file.text) && + file.text.includes('expect('), + ); export const KNOWN_GAPS: readonly KnownGap[] = [ { @@ -50,8 +67,8 @@ export const KNOWN_GAPS: readonly KnownGap[] = [ ticket: 'FE-1396', gap: 'The capture store survives restart (proven in the ticket-13 prototype), but conversation-store durability with a real db.ts has never been driven across a restart.', closes: - 'A test that boots the dev app, holds a conversation, restarts the process, and resumes the same conversation id.', - closed: () => exists('apps/dev/test/restart-durability.test.ts'), + 'A test under apps/dev/test that boots the dev app, holds a conversation, restarts the process, and resumes the same conversation id — citing `closes-gap: `.', + closed: () => closedByTest('apps/dev/test', 'restart-durability'), }, { id: 'compaction-vs-durable-history', @@ -59,8 +76,8 @@ export const KNOWN_GAPS: readonly KnownGap[] = [ ticket: 'FE-1386', gap: 'No session has been driven across a compaction boundary, so whether Flue compaction leaves the durable entry projection intact is unverified — and evidence pointers bind to that projection.', closes: - 'A test driving a session past compaction and asserting every capture’s evidence pointer still resolves through the session-log archive.', - closed: () => exists('packages/binding-flue/test/compaction.test.ts'), + 'A test under packages/binding-flue/test driving a session past compaction and asserting every capture’s evidence pointer still resolves through the session-log archive — citing `closes-gap: `.', + closed: () => closedByTest('packages/binding-flue/test', 'compaction-vs-durable-history'), }, { id: 'wake-wart-residue', @@ -68,16 +85,17 @@ export const KNOWN_GAPS: readonly KnownGap[] = [ ticket: 'FE-1389', gap: 'The no-interpolation ruling removes the cause of the wake wart observed in ticket 10, but no other instruction-state write path has been checked for re-triggering advisory wakes.', closes: - 'The walking skeleton asserting no "instructions updated" advisory wake occurs per ask.', - closed: () => exists('apps/dev/test/wake-wart.test.ts'), + 'The walking skeleton (under apps/dev/test) asserting no "instructions updated" advisory wake occurs per ask — citing `closes-gap: `.', + closed: () => closedByTest('apps/dev/test', 'wake-wart-residue'), }, { id: 'history-projection-paging', spec: '§14.5', ticket: 'FE-1391', gap: 'The durable-history projection is read over self-HTTP; paging past ~1000 entries and binding base-URL discovery are both untested.', - closes: 'The binding’s history reader covering a paged projection.', - closed: () => exists('packages/binding-flue/test/history-paging.test.ts'), + closes: + 'The binding’s history reader covering a paged projection, tested under packages/binding-flue/test — citing `closes-gap: `.', + closed: () => closedByTest('packages/binding-flue/test', 'history-projection-paging'), }, { id: 'interpretation-render-plugin-seam', @@ -85,6 +103,17 @@ export const KNOWN_GAPS: readonly KnownGap[] = [ ticket: 'FE-1394', gap: 'The plugin-supplied renderer seam for the interpretation render has never been exercised, because no real pack exists yet.', closes: 'A plugin supplying a renderer definition typed against its own payload shapes.', - closed: () => exists('packages/plugin-gherkin/src/renderer.ts'), + closed: () => { + // Not a filename check: the seam is exercised once the plugin's source + // exports a renderer, wherever that export lives — and an empty file at + // a guessed path exports nothing. + const plugin = workspacePackages().find((pkg) => pkg.name === '@brunch/plugin-gherkin'); + return ( + plugin !== undefined && + sourceFiles(plugin).some((file) => + /export\s+(?:const|function|class)\s+\w*[Rr]enderer/.test(file.text), + ) + ); + }, }, ]; diff --git a/imports/brunch-agent/test/workspace.test.ts b/imports/brunch-agent/test/workspace.test.ts index 1176b8056bd..cad54fff746 100644 --- a/imports/brunch-agent/test/workspace.test.ts +++ b/imports/brunch-agent/test/workspace.test.ts @@ -11,8 +11,17 @@ * of escaping it. */ -import { describe, expect, test } from 'bun:test'; -import { isAgentModule, type SourceFile } from './workspace.ts'; +import { afterAll, describe, expect, test } from 'bun:test'; +import { mkdirSync, mkdtempSync, rmSync, writeFileSync } from 'node:fs'; +import { tmpdir } from 'node:os'; +import { basename, join, relative } from 'node:path'; +import { + isAgentModule, + sourceFiles, + testFiles, + type SourceFile, + type WorkspacePackage, +} from './workspace.ts'; const file = (text: string): SourceFile => ({ path: '/fake/module.ts', @@ -60,3 +69,37 @@ describe('isAgentModule', () => { expect(isAgentModule(file('\'use agent";\nexport {};\n'))).toBe(false); }); }); + +describe('the source/test partition is total', () => { + // A real directory rather than fakes, because the property under test is the + // walk itself: the FE-1400 review's verified escape was a file in a *nested* + // test directory (`src/test/`), pruned by the source walk but never collected + // by the old top-level-only test walk — governed by nothing. + const dir = mkdtempSync(join(tmpdir(), 'brunch-partition-')); + mkdirSync(join(dir, 'src/test'), { recursive: true }); + mkdirSync(join(dir, '__tests__')); + writeFileSync(join(dir, 'src/index.ts'), 'export {};\n'); + writeFileSync(join(dir, 'src/test/nested.ts'), 'export {};\n'); + writeFileSync(join(dir, '__tests__/top.test.ts'), 'export {};\n'); + const pkg: WorkspacePackage = { + name: '@brunch/fixture', + dir: basename(dir), + path: dir, + relPath: `packages/${basename(dir)}`, + kind: 'package', + manifest: { name: '@brunch/fixture' }, + }; + + afterAll(() => rmSync(dir, { recursive: true, force: true })); + + test('every file is exactly one of source or test — nested test dirs included', () => { + const source = sourceFiles(pkg) + .map((f) => relative(dir, f.path)) + .sort(); + const test = testFiles(pkg) + .map((f) => relative(dir, f.path)) + .sort(); + expect(source).toEqual(['src/index.ts']); + expect(test).toEqual(['__tests__/top.test.ts', 'src/test/nested.ts']); + }); +}); diff --git a/imports/brunch-agent/test/workspace.ts b/imports/brunch-agent/test/workspace.ts index 7f1847c1b17..12360b9a773 100644 --- a/imports/brunch-agent/test/workspace.ts +++ b/imports/brunch-agent/test/workspace.ts @@ -137,6 +137,25 @@ export function filesIn(dir: string, skip: readonly string[] = SKIP_DIRECTORIES) return found; } +/** + * Every file of a package, partitioned into source and test — totally: a file + * under a test directory at any depth is a test file, and every other file is + * source. One walk feeding both sides is what makes the partition total by + * construction. The previous pair of independent walks left a hole (pruning + * test dirs at any depth on one side, collecting only top-level test dirs on + * the other), so a file in e.g. `src/test/` was governed by neither the + * source invariants nor the test-hermeticity rules. + */ +function partitionedFiles(pkg: WorkspacePackage): { source: SourceFile[]; test: SourceFile[] } { + const source: SourceFile[] = []; + const test: SourceFile[] = []; + for (const file of filesIn(pkg.path)) { + const segments = relative(pkg.path, file.path).split(/[/\\]/); + (segments.some((segment) => TEST_DIRECTORIES.includes(segment)) ? test : source).push(file); + } + return { source, test }; +} + /** * A package's own source files — everything it ships, wherever it puts them. * @@ -146,12 +165,12 @@ export function filesIn(dir: string, skip: readonly string[] = SKIP_DIRECTORIES) * Tests are excluded because they are governed by their own rules. */ export function sourceFiles(pkg: WorkspacePackage): SourceFile[] { - return filesIn(pkg.path, [...SKIP_DIRECTORIES, ...TEST_DIRECTORIES]); + return partitionedFiles(pkg).source; } -/** Every test file belonging to a package. */ +/** Every test file belonging to a package, at any depth. */ export function testFiles(pkg: WorkspacePackage): SourceFile[] { - return TEST_DIRECTORIES.flatMap((dir) => filesIn(join(pkg.path, dir))); + return partitionedFiles(pkg).test; } /** @@ -165,13 +184,31 @@ export function testFiles(pkg: WorkspacePackage): SourceFile[] { * must still be detected, so the first-statement invariant in * `test/boundaries.test.ts` can fail it loudly instead of never seeing it. */ -const AGENT_DIRECTIVE_STATEMENT = /^\s*(['"])use agent\1;?\s*(?:$|\/\/|\/\*)/m; +export const AGENT_DIRECTIVE_STATEMENT = /^\s*(['"])use agent\1;?\s*(?:$|\/\/|\/\*)/m; /** Whether a file declares itself an agent module (well-placed or not). */ export function isAgentModule(file: SourceFile): boolean { return AGENT_DIRECTIVE_STATEMENT.test(file.text); } +/** + * The pinned identities a file assigns, extracted by the one pattern both + * suites share: `test/boundaries.test.ts` checks each identity is never + * duplicated in source, `test/build-artifact.test.ts` checks each is bound in + * the emitted bundle. Two hand-copies of the regex would let the two checks + * silently diverge on what counts as an identity. + */ +export function pinnedIdentities(file: SourceFile): string[] { + return [...file.text.matchAll(/\w+\.agentName\s*=\s*'([^']+)'/g)].map((match) => match[1]!); +} + +/** + * A model-key environment variable name, as a pattern source for callers to + * anchor or extend. Composed rather than written literally, so the hermeticity + * check that reuses it does not flag this file's own source. + */ +export const MODEL_KEY_NAME = `[A-Z_]*${'API'}_${'KEY'}`; + /** Every agent module a package ships. */ export function agentModules(pkg: WorkspacePackage): SourceFile[] { return sourceFiles(pkg).filter(isAgentModule); From c81686df7fb09e8fa7c6542aa6defd1685729b07 Mon Sep 17 00:00:00 2001 From: Lu Nelson <21277928+TimDiekmann@users.noreply.github.com> Date: Thu, 20 Aug 2026 17:13:09 +0200 Subject: [PATCH 26/65] FE-1389: Implement the first suspended free-text question (#10) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Suspend each ask on a durable pending affordance and mechanically bind the next dispatch, with a hermetic end-to-end dev-app proof. The ask tool was a seam that threw. useElicitation now mounts the whole suspension protocol Flue makes the binding absorb: the tool mints a free-text affordance keyed to its own tool-call id, returns it as the tool's output part — durable, where the data channel is only last-write-wins per assistant message — and terminates the turn. The one-live-affordance rule is mechanism, not instruction, and it has to be written as a state updater rather than a read: both calls in a tool batch see the same render, so only the updater lets the second ask find the first and refuse it. Nothing interpolates the pending question into the instructions, so the instruction string is render-invariant and no state write can change it — which is what removes the cause of ticket 10's "instructions updated" advisory and the wasted turn per ask. The reply arrives as its own dispatch: agent-start clears the slot and appends an affordance-reply-bound signal quoting the question, so the model receives the binding as a harness fact instead of remembering an id, and the signal projects non-user so it can never be cited as evidence. The dev app is now the proof. The integration test drives the real runtime and the real Hono app through a fetch shim into app.fetch — no socket, no db adapter, so conversations stay in process — with pi-ai's faux provider standing in for the model. It reports five properties on one line and bun test asserts them together: the bound reply and its signal reached the model's context, the affordance survived on the tool output part, the channel carried the markdown, no advisory wake appeared anywhere in history, and a two-ask batch left exactly one call answered and one errored. That retires the wake-wart-residue gap; the boundary suite now admits substrate imports only from marked .integration.ts files. Co-authored-by: Cursor --- imports/brunch-agent/apps/dev/package.json | 3 + .../apps/dev/src/agents/gherkin-elicitor.ts | 8 +- imports/brunch-agent/apps/dev/src/app.ts | 11 +- imports/brunch-agent/apps/dev/src/routes.ts | 2 + imports/brunch-agent/apps/dev/src/ui/chat.tsx | 132 +++++++++ imports/brunch-agent/apps/dev/src/ui/main.tsx | 4 +- .../brunch-agent/apps/dev/src/ui/styles.css | 250 ++++++++++++++++++ .../dev/test/walking-skeleton.integration.ts | 121 +++++++++ .../apps/dev/test/walking-skeleton.test.ts | 32 +++ imports/brunch-agent/bun.lock | 15 ++ .../packages/binding-flue/src/index.ts | 91 +++++-- .../packages/core/src/affordance.ts | 18 ++ .../brunch-agent/packages/core/src/index.ts | 5 + imports/brunch-agent/test/boundaries.test.ts | 12 +- imports/brunch-agent/test/known-gaps.ts | 9 - 15 files changed, 668 insertions(+), 45 deletions(-) create mode 100644 imports/brunch-agent/apps/dev/src/routes.ts create mode 100644 imports/brunch-agent/apps/dev/src/ui/chat.tsx create mode 100644 imports/brunch-agent/apps/dev/src/ui/styles.css create mode 100644 imports/brunch-agent/apps/dev/test/walking-skeleton.integration.ts create mode 100644 imports/brunch-agent/apps/dev/test/walking-skeleton.test.ts create mode 100644 imports/brunch-agent/packages/core/src/affordance.ts diff --git a/imports/brunch-agent/apps/dev/package.json b/imports/brunch-agent/apps/dev/package.json index e0f94eafda4..e70efdeced7 100644 --- a/imports/brunch-agent/apps/dev/package.json +++ b/imports/brunch-agent/apps/dev/package.json @@ -12,13 +12,16 @@ "@brunch/binding-flue": "workspace:*", "@brunch/core": "workspace:*", "@brunch/plugin-gherkin": "workspace:*", + "@flue/react": "^2.0.3", "@flue/runtime": "^2.0.3", + "@flue/sdk": "^2.0.3", "hono": "^4.6.0", "react": "^19.0.0", "react-dom": "^19.0.0", "valibot": "^1.4.2" }, "devDependencies": { + "@earendil-works/pi-ai": "^0.83.0", "@flue/vite": "^2.0.3", "@types/react": "^19.0.0", "@types/react-dom": "^19.0.0", diff --git a/imports/brunch-agent/apps/dev/src/agents/gherkin-elicitor.ts b/imports/brunch-agent/apps/dev/src/agents/gherkin-elicitor.ts index 645a5152724..115d01e50e6 100644 --- a/imports/brunch-agent/apps/dev/src/agents/gherkin-elicitor.ts +++ b/imports/brunch-agent/apps/dev/src/agents/gherkin-elicitor.ts @@ -19,16 +19,14 @@ * swapping. */ -import { askTool } from '@brunch/binding-flue'; +import { useElicitation } from '@brunch/binding-flue'; import { gherkin } from '@brunch/plugin-gherkin'; -import { useModel, useTool, type AgentProps } from '@flue/runtime'; +import { useModel, type AgentProps } from '@flue/runtime'; import * as v from 'valibot'; export function GherkinElicitor(_props: AgentProps) { useModel('anthropic/claude-haiku-4-5'); - useTool(askTool); - - return `You are interviewing someone about ${gherkin.targetDomain}.`; + return useElicitation(gherkin); } /** diff --git a/imports/brunch-agent/apps/dev/src/app.ts b/imports/brunch-agent/apps/dev/src/app.ts index 846cf4375e7..84d874d5adf 100644 --- a/imports/brunch-agent/apps/dev/src/app.ts +++ b/imports/brunch-agent/apps/dev/src/app.ts @@ -12,14 +12,15 @@ import { createAgentRouter } from '@flue/runtime/routing'; import { Hono } from 'hono'; import { GherkinElicitor } from './agents/gherkin-elicitor.ts'; import { assetHandler } from './assets.ts'; +import { GHERKIN_AGENT_ROUTE } from './routes.ts'; const app = new Hono(); // One route per target agent. The gallery grows an entry per plugin; gherkin -// is the tracer that wires end-to-end first (spec §13). The path derives from -// the pinned identity — a copied literal here would let a second agent shadow -// this mount with every test still green. -app.route(`/agents/${GherkinElicitor.agentName}`, createAgentRouter(GherkinElicitor)); +// is the tracer that wires end-to-end first (spec §13). The browser and mount +// share the route constant; Flue still keys storage on the agent's independent, +// pinned identity. +app.route(`/agents/${GHERKIN_AGENT_ROUTE}`, createAgentRouter(GherkinElicitor)); // The flue dev controller owns the whole request space — no fall-through to // vite's html serving — so the ui is app-served, in dev and in production @@ -31,7 +32,7 @@ app.route(`/agents/${GherkinElicitor.agentName}`, createAgentRouter(GherkinElici // bundled asset. `@flue/vite` emits the server environment only, so that // client build is a second, plain vite build — without it the ui tree would // have no build coverage at all. -const uiRoot = new URL(import.meta.env.DEV ? '../' : './client/', import.meta.url); +const uiRoot = new URL(import.meta.env?.DEV === false ? './client/' : '../', import.meta.url); app.get('/', async (c) => c.html(await readFile(new URL('index.html', uiRoot), 'utf8'))); diff --git a/imports/brunch-agent/apps/dev/src/routes.ts b/imports/brunch-agent/apps/dev/src/routes.ts new file mode 100644 index 00000000000..69023cb71af --- /dev/null +++ b/imports/brunch-agent/apps/dev/src/routes.ts @@ -0,0 +1,2 @@ +/** Browser-facing route segment; conversation identity remains the agent's pinned `agentName`. */ +export const GHERKIN_AGENT_ROUTE = 'gherkin'; diff --git a/imports/brunch-agent/apps/dev/src/ui/chat.tsx b/imports/brunch-agent/apps/dev/src/ui/chat.tsx new file mode 100644 index 00000000000..d3f191dcf1b --- /dev/null +++ b/imports/brunch-agent/apps/dev/src/ui/chat.tsx @@ -0,0 +1,132 @@ +import { FreeTextAffordance } from '@brunch/core'; +import { useFlueAgent } from '@flue/react'; +import { createFlueClient, type FlueConversationMessage } from '@flue/sdk'; +import { useEffect, useMemo, useRef, useState, type FormEvent } from 'react'; +import * as v from 'valibot'; +import { GHERKIN_AGENT_ROUTE } from '../routes.ts'; + +const conversationId = crypto.randomUUID(); + +function VisibleMessage({ message }: { message: FlueConversationMessage }) { + if ( + message.display !== 'visible' || + (message.purpose !== 'user' && message.purpose !== 'assistant') + ) { + return null; + } + + return ( +
+

{message.role === 'user' ? 'You' : 'Interviewer'}

+ {message.parts.map((part, index) => { + if (part.type === 'text') { + return ( +

+ {part.text} +

+ ); + } + if (part.type === 'data-affordance') { + const affordance = v.safeParse(FreeTextAffordance, part.data); + if (!affordance.success) return null; + return ( +
+ Question +

{affordance.output.markdown}

+ Reply in your own words below. +
+ ); + } + return null; + })} +
+ ); +} + +export function Chat() { + const [input, setInput] = useState(''); + const [bootstrapping, setBootstrapping] = useState(true); + const [startupError, setStartupError] = useState(); + const started = useRef(false); + const client = useMemo( + () => + createFlueClient({ + url: `/agents/${GHERKIN_AGENT_ROUTE}/${conversationId}`, + }), + [], + ); + const agent = useFlueAgent({ client }); + + useEffect(() => { + if (!agent.historyReady || agent.messages.length > 0 || started.current) return; + started.current = true; + + void (async () => { + try { + const admission = await client.send({ + message: { kind: 'user', body: 'Begin the interview.' }, + initialData: { targetDocumentId: `dev-${conversationId}` }, + }); + await client.wait(admission); + await agent.refresh(); + } catch (error: unknown) { + setStartupError(error instanceof Error ? error.message : 'The interview could not start.'); + } finally { + setBootstrapping(false); + } + })(); + }, [agent, client]); + + const busy = + bootstrapping || + agent.status === 'connecting' || + agent.status === 'submitted' || + agent.status === 'streaming'; + + function submit(event: FormEvent): void { + event.preventDefault(); + const reply = input.trim(); + if (!reply || busy) return; + setInput(''); + void agent.sendMessage(reply); + } + + return ( +
+
+
+

Brunch / elicitation field notes

+

Tell me how it should behave.

+
+ {agent.status} +
+ +
+ {agent.messages.map((message) => ( + + ))} + {agent.messages.length === 0 && !startupError ? ( +

Opening a fresh interview…

+ ) : null} + {startupError ?

{startupError}

: null} + {agent.error ?

{agent.error.message}

: null} +
+ +
+ +
+