Loomworks — Phase 55 Step 0 Inspection Brief

Version. 0.1 Date. 2026-05-11 Status. Pre-CR scoping evidence brief. Hands to CC. Mirrors loomworks-phase-53-step-0-inspection-brief-v0_1.md adapted for engagement-creation-assistance surface. Author. Claude.ai. Operator: Marvin Percival. Companion document. loomworks-phase-55-scoping-note-v0_1.md (parent — the brief presupposes its Option A selection, its sub-arc decomposition, and its twelve P55-D items, of which four are settled at v0.1: P55-D1 = A3, P55-D3 = B3, P55-D6 = E2, P55-D12 = H1).

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1. What this is

Pre-CR live-codebase verification for Phase 55 — conversational engagement creation surface. The scoping note records the build shape and twelve construction decisions, with four settled at v0.1 and eight on recommendations awaiting Step 0 evidence. Several decisions rest on assumptions about the Phase 42 intent classifier surface, the post-Phase-46 Operator Layer route structure, the Phase 41 personal engagement Memory shape, and the function-level call shapes of Phase 53's /seed/extract and Phase 54's /seed/converse/commit. This brief enumerates the verifications, gives CC paste-ready commands to run on DUNIN7-M4, and defines what CC produces.

CC verifies, evidence-cites, reports verdicts. CC does not propose remediation, does not edit the scoping note, does not draft the CR, does not start build.

The brief assumes the four settled P55-D items hold:

• P55-D1 = A3. Both output paths available; the Companion asks at terminal turn which one to use.
• P55-D3 = B3. Both entry surfaces — dedicated route + intent-classified entry from existing converse.
• P55-D6 = E2. Three new intent classifications — entry, mid-flow, terminal-commit.
• P55-D12 = H1. Option D (intent_hint: Literal refactor) absorbed as Phase 55 Step 1.

The remaining P55-D items run on the scoping note v0.1 recommendations unless Step 0 evidence reshapes them. The brief flags which verification touches which P55-D.

Lens-bounded discipline note. Verification V1 is the cascade pre-emption — explicit enumeration of every Literal on the intent-classification surface before any classifications are added. Per manifest v0.39 §2's five-instance-amplified evidence on the lens-bounded scoping evidence cascade, the discipline is "widen enumeration aperture at Step 0 rather than carry the cascade as accepted debt." V1 is the load-bearing verification here.

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2. Reading order before running

CC reads in this order before starting:

1. loomworks-phase-55-scoping-note-v0_1.md (parent document; in project knowledge). Especially §What Phase 55 delivers; §Sub-arc decomposition; §Open construction decisions (the twelve P55-D items); §Build sequencing intent.
2. phase-42-cr-intent-classification-and-reactive-companion-v0_1.md (engine repo docs/phase-crs/). For the intent classifier's CR-time design intent. The Phase 54 Step 0.5 V7 findings extended this; Phase 55 extends it further.
3. phase-41-cr-companion-identity-and-personal-engagement-v0_1.md (engine repo docs/phase-crs/). For the personal engagement substrate Phase 55 reuses.
4. phase-53-cr-discovery-to-seed-skill-v0_1.md and phase-54-cr-companion-routed-commit-v0_1.md (engine repo docs/phase-crs/). For the two extraction paths Phase 55's terminal commit calls into.
5. loomworks-queued-directions-and-deferred-work-v0_9.md §11.1 (in project knowledge). For the intent_hint refactor framing V1 verifies.
6. This brief.

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3. Substrate baseline

CC confirms baseline before any verification:

• Engine repo at /Users/dunin7/loomworks-engine. Tag phase-54-companion-routed-commit at commit b933c66. Test count 2,191 passed, 26 skipped. Alembic head 0064. Working tree clean on main.
• Operator Layer repo at /Users/dunin7/loomworks. Marker tag phase-51-marketing-site-and-companion-email at e4c09e0. Vitest count 139 (manifest v0.39 records this; v0.38 recorded 128, so there's a known discrepancy — CC reports actual count). Eleven prerendered routes. eslint/tsc/build clean.

Any drift from baseline → CC reports actual numbers and continues with verifications. Baseline drift is not a halt condition; baseline-vs-scoping-assumption drift is the cascade concern, captured per verification.

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4. The verifications

Ten verifications. V1 is load-bearing (cascade pre-emption); V2 through V10 are decomposition-verifying.

V1 — Literal-typed enumeration aperture (cascade pre-emption)

Framing. Phase 55 will add three new intent classifications (P55-D6 = E2). Phase 54 Step 3 caught a parallel-enumeration cascade: intent_hint: Literal on ConverseRequest duplicated classifier.IntentLabel's values, so adding a classification touched two sites instead of one. Queued directions v0.9 §11.1 names the cleanup. P55-D12 = H1 absorbs the cleanup as Phase 55 Step 1. V1 verifies the cascade surface matches v0.9 §11.1's description — and surfaces any additional parallel enumerations not yet named.

What to check.

• Locate ConverseRequest definition in the engine repo. File path and line numbers.
• Confirm intent_hint field present. Capture its current type annotation verbatim.
• Locate classifier.IntentLabel (or whatever the canonical intent enumeration is called). File path, definition shape (Enum / Literal / class), all current values verbatim.
• Search the engine repo for every other Literal[...] containing any of the canonical intent values. Goal: find any parallel-enumeration site beyond the two named in v0.9 §11.1.
• Search for any Literal[...] containing values like "create_engagement", "engagement_creation", or similar — i.e. confirm no pre-existing intent name collides with Phase 55's planned additions.

Deliverable. State the canonical surface (where intent names live as truth), state the parallel surfaces (where they're duplicated), give file:line for each. Verdict: cascade scope matches v0.9 §11.1, or cascade scope is larger / smaller than described.

Settles. P55-D12 details at v0.2. If the cascade is larger than estimated, Step 1's scope grows — possibly enough to halt-and-amend.

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V2 — Phase 42 intent classifier extension surface

Framing. Phase 55 sub-arc 1a adds three intent classifications. The extension protocol exists (Phase 54 added two classifications); Phase 55 follows the same pattern. V2 verifies the extension surface still looks the way Phase 54 left it — registration site, per-intent handler attachment, per-intent system-prompt-component attachment.

What to check.

• Locate the intent classification registration site. File path and line numbers.
• Enumerate every current intent label verbatim. Compare against Phase 54 Step 0.5 V7's baseline (six labels post-Phase-42; Phase 54 added two for seven total per Phase 54 close). Confirm actual count.
• Locate the per-intent handler attachment surface. How does a new classification get routed to a handler?
• Locate the per-intent system-prompt-component attachment surface. How does a new classification's prompt component get loaded?
• Confirm the three Phase 55 classification additions (entry, mid-flow, terminal-commit) attach via the same protocol — no new substrate primitive needed.

Deliverable. File:line for the registration site; current label list; the registration + handler + prompt-component attachment pattern, with examples from existing labels.

Settles. Confirms sub-arc 1a structure at v0.2. If the extension protocol has drifted, Step 2's substrate work reshapes.

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V3 — /operator/converse route shape post-Phase-46 / Phase 54

Framing. Phase 55 sub-arc 2a's intent-classified entry (per P55-D3 = B3, the conversational entry component) routes through the existing /operator/converse endpoint family. V3 verifies that route shape and how intent_hint flows through it post-Phase-46 / Phase 54.

What to check.

• Locate /operator/converse (or whatever the current canonical converse endpoint is — Phase 46 Operator Layer rebuild may have shifted the name). File path and route definition.
• Confirm endpoint accepts an intent_hint parameter (or doesn't — Phase 54 may have collapsed the field if it routed everything through the classifier).
• Trace one request through the endpoint: how does a natural-language input reach the classifier? Where does the classified intent get acted on? Where does the response come from?
• Locate the Companion conversation surface in the Operator Layer repo. File path and component name. How does it call /operator/converse? How does it render companion_turn events?

Deliverable. Route file:line; request flow trace; UI component file:line + render pattern.

Settles. Sub-arc 2a and sub-arc 2b structure at v0.2.

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V4 — Engagement creation primitive

Framing. Phase 55 sub-arc 1c's terminal-commit endpoint creates a new (non-personal) engagement. Phase 31 has an existing engagement-creation primitive; Phase 55 reuses it. V4 verifies the primitive's call shape and any entanglement with Phase 31's brief flow.

What to check.

• Locate engagement creation in the engine repo. File path and function signature.
• Confirm the primitive can be called independently of Phase 31's brief flow (i.e. Phase 55 can create an engagement without going through Phase 31's conversational creation path first).
• Identify the function signature. What does it require — a Seed? A name + visibility + Operator? Something else?
• Confirm what happens when the primitive is called: what gets written to Memory; what membership gets created; what FORAY events fire.

Deliverable. Function file:line, signature, dependency surface, what-it-writes summary.

Settles. Sub-arc 1c structure at v0.2. If Phase 31's primitive is too entangled to reuse cleanly, reshape direction surfaces (new creation primitive vs refactor Phase 31's).

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V5 — FORAY _ANCHOR_PRIORITY registry shape

Framing. Phase 55 sub-arc 1d adds a new Memory event kind engagement_created_from_assistance written to the personal engagement on terminal commit. P55-D8 proposes the schema; the event registers in _ANCHOR_PRIORITY at "standard" by analogy to Phase 53's discovery_to_seed_extracted and Phase 54's seed_committed_from_brief. V5 verifies the registry shape.

What to check.

• Locate _ANCHOR_PRIORITY registry. File path.
• Enumerate every current entry verbatim with its priority value.
• Confirm Phase 53's discovery_to_seed_extracted and Phase 54's seed_committed_from_brief are present at "standard".
• Locate the insertion-point convention (alphabetical? chronological? grouped by arc? — the convention may be implicit).
• Locate FORAY hook attachment for new event kinds. What does a new MemoryObject subclass need to wire up to get FORAY anchoring?

Deliverable. Registry file:line; full current entries; insertion-point convention; FORAY hook attachment pattern.

Settles. P55-D8 at v0.2.

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V6 — /me/* route family conventions

Framing. P55-D9 proposes POST /me/engagements/create-from-conversation as the terminal-commit endpoint name. The /me/ prefix reflects that the conversation lives in the Operator's personal engagement (per P55-D4 = C1 recommendation). V6 verifies the /me/ route family conventions.

What to check.

• Enumerate every current /me/* route. File:line for each.
• Identify the naming convention — verb-object, noun-action, lifecycle-event?
• Confirm auth/scope handling — /me/* routes presumably scope to the authenticated person automatically; verify how.
• Note any /me/engagements/* routes already present. If the path /me/engagements/create-from-conversation would collide with an existing route, surface.

Deliverable. Route list + file:line; naming-convention summary; auth/scope pattern; collision check.

Settles. P55-D9 at v0.2. Confirms or refines the proposed endpoint name.

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V7 — Personal engagement Memory shape

Framing. P55-D4 = C1 places the creation conversation inside the Operator's personal engagement (Phase 41). V7 verifies the personal engagement Memory shape — that companion_turn events fit naturally on it and that the proposed terminal event engagement_created_from_assistance fits without further amendment.

What to check.

• Locate the personal engagement substrate. How does an Operator's personal engagement get identified at request time (the person.personal_engagement_id FK per Phase 41 CR §15)? Confirm.
• Locate where companion_turn events get written. Confirm they can be written to a personal engagement without special-casing.
• Check whether any Memory event kinds are explicitly restricted from personal engagements (e.g. dashboard-excluded by visibility — but is anything blocked at the Memory-write layer?).
• Confirm the proposed engagement_created_from_assistance event kind has no schema conflict with existing personal-engagement event patterns.

Deliverable. Personal-engagement identification pattern; companion_turn write pattern; any write-layer restrictions on personal engagements; conflict check for the new event kind.

Settles. P55-D4 (final confirmation) and P55-D8 (schema fit) at v0.2.

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V8 — Internal-call shapes for /seed/extract and /seed/converse/commit

Framing. Phase 55's terminal-commit endpoint calls one of the two extraction paths internally (per P55-D1 = A3 — the Companion asks at terminal turn which one, then the endpoint routes). The call is function-level (not HTTP self-call). V8 verifies both paths have a callable internal entry.

What to check.

• Locate Phase 53's /seed/extract endpoint. File:line. Find the function-level entry point (the function the HTTP handler delegates to). Capture its signature.
• Locate Phase 54's /seed/converse/commit endpoint. File:line. Find the function-level entry point. Capture its signature.
• Confirm both can be called from another endpoint handler without re-entering HTTP layer.
• Note any side effects (Memory writes, FORAY anchoring, induction triggers) — Phase 55's terminal-commit needs to know what happens when it calls these.

Deliverable. Two function file:line entries; both signatures; side-effect summary for each; confirmation both are callable from a sibling endpoint handler.

Settles. Sub-arc 1c routing structure at v0.2. If either path lacks a function-level entry (only HTTP-callable), reshape direction surfaces (extract function vs HTTP self-call).

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V9 — Operator Layer post-Phase-46 route structure

Framing. P55-D3 = B3 includes a dedicated route (P55-D10 working name /operator/create-engagement). V9 verifies the Operator Layer route structure and how the new route attaches.

What to check.

• Locate the Operator Layer route registry / file system convention (Next.js app router presumably). Path layout.
• Enumerate current /operator/* routes.
• Identify the route-creation pattern — what does adding /operator/create-engagement involve as files and registrations?
• Note any route-level auth / scope wrapping.

Deliverable. Route layout; current /operator/* list; route-addition pattern; auth-wrap pattern.

Settles. P55-D10 at v0.2.

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V10 — Companion conversation UI surface in the Operator Layer

Framing. Phase 55 sub-arc 2b reuses the existing Companion conversation surface for the creation flow. Sub-arc 2c attaches a terminal-commit affordance (Companion-asks → Operator-confirm). P55-D11 = G2 attaches a subtle mode indicator. V10 verifies all three attachments.

What to check.

• Locate the Companion conversation component. File path + component name (V3 likely surfaces it; V10 goes deeper).
• Confirm how companion_turn events render — what's the component layer; what would be needed to add a mode indicator at the top.
• Identify the terminal-turn rendering. When the Companion's turn ends with a question (Phase 54 C3 pattern), how does the UI render the question and the response options?
• Check whether suggested-reply or quick-action affordances exist (Phase 54 may have added these). If they exist, Phase 55's commit affordance attaches there. If not, a new affordance pattern is needed.

Deliverable. Component file:line; render layer; mode-indicator-attachment surface; terminal-turn render pattern; existing affordance pattern (if any).

Settles. Sub-arc 2b and 2c structure at v0.2; P55-D11 attachment confirmation.

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5. Output format

For each verification, CC produces:

• Verdict. One of: HOLDS / HOLDS-WITH-DIVERGENCE / PARTIALLY HOLDS / BREAKS / NOT FOUND.
• Evidence. File:line references; verbatim code excerpts where relevant; counts where the verification asks for enumeration.
• Settlement input. A one-paragraph summary of what the finding settles or sharpens at v0.2.
• Flag for reshape. If the finding contradicts a scoping note assumption, name the assumption and the contradiction.

State classification per Phase 53 brief §5 (preserved from Phase 54):

• State 1. All HOLDS. v0.2 absorbs cleanly. No reshape.
• State 2. Mixed HOLDS / HOLDS-WITH-DIVERGENCE / PARTIALLY HOLDS. v0.2 absorbs with refinements; possibly settles open P55-D items.
• State 3. One or more BREAKS. v0.2 reshapes the sub-arc the BREAK touches.
• State 4. Multiple BREAKS or a NOT FOUND on a substrate primitive Phase 55 presumes. Halt and surface; possibly Phase 55 reshapes substantially.

CC produces phase-55-step-0-findings-v0_1.md in the engine repo docs/phase-impl-notes/ directory.

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6. Halt conditions

CC halts and surfaces (does not continue running verifications) if:

• The engine repo HEAD is not at tag phase-54-companion-routed-commit (b933c66). Confirm baseline mismatch and stop.
• V1 surfaces a cascade materially larger than queued directions v0.9 §11.1 describes (e.g. four or more parallel-enumeration sites instead of two). P55-D12 = H1's scope estimate breaks; surface for amendment scoping.
• V4 reveals Phase 31's engagement-creation primitive cannot be reused cleanly (e.g. it's tightly coupled to brief-flow state). Sub-arc 1c structure breaks; surface for reshape.
• V8 reveals either extraction path lacks a callable function-level entry. Sub-arc 1c routing structure breaks; surface for reshape.

For all other findings, CC completes all ten verifications and produces the findings document.

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7. Deliverable

CC produces a single file: phase-55-step-0-findings-v0_1.md in the engine repo at docs/phase-impl-notes/phase-55-step-0-findings-v0_1.md.

The file contains:

• Header (CC's identity, date, baseline confirmation).
• Section per verification (V1 through V10) with verdict + evidence + settlement input + reshape flag.
• Summary state classification (State 1 / 2 / 3 / 4 per §5).
• A list of any halt-condition firings (if any).

CC commits the findings file to the engine repo on a branch named phase-55-step-0. Does not merge. Reports the branch and commit hash back to Operator.

Operator hands the findings to Claude.ai for v0.2 absorption.

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DUNIN7 — Done In Seven LLC — Miami, Florida Loomworks Phase 55 Step 0 Inspection Brief — v0.1 — 2026-05-11