DUNIN7 · LOOMWORKS · RECORD
record.dunin7.com
Status Current
Path phases/phase-56/loomworks-phase-56-scoping-note-v0_3.md

Loomworks Phase 56 scoping note

Version. 0.3 Date. 2026-05-11 Status. Active scoping with Step 0 findings absorbed and explain-affordance principle named. Drafted by Claude.ai. Operator: Marvin Percival. Successor to v0.2 (2026-05-11; same day). Supersedes v0.2. Phase name. Conversational creation surface voice. Companion documents.


What v0.3 changes (delta from v0.2)

Three changes:

  1. Sub-arc 1a content expands to include the discipline-plus-recovery principle. The voice principles document at docs/voice-principles-v0_1.md names plain-terms-discipline and names the discipline-plus-recovery pattern that frames future affordance work. The document is still a single artifact authored at Step 1; the content addition is one section, no scope change.
  2. The explain affordance is added to §What Phase 56 does NOT deliver as a Phase 57+ candidate, referencing the companion investigation document.
  3. Discovery-trajectory observations extended with the explain-affordance surfacing and the principle naming.

All other v0.2 content holds: shape selection, sub-arc decomposition (three sub-arcs, sub-arc 1 with five components), P56-D settlements, test surface estimate (~11–19 engine, ~1–2 OL), build sequencing (6 active steps + 2 reserved), acceptance gates, Step 0 absorption table.


What this scoping settles, in one paragraph (refined at v0.3)

Phase 56 ships voice work on the conversational engagement creation surface that Phase 55 shipped. The work has three substantive components: (a) coverage expansion — authoring per-field elicitation prompts for the fields the current flow does not yet ask about (voice-as-sound, rules-to-observe, signs-it's-working); (b) the terminal-turn affordance language revision — the "Discovery record / brief" chip choice currently carries methodology vocabulary and is the one identifiable voice-gap location on the existing surface; (c) the voice principles document — naming the plain-terms-discipline and the discipline-plus-recovery pattern that frames future explain-affordance work. Calibration runs through persona-based test conversations; 2–3 personas authored as forward-looking discipline establishment. The explain affordance itself is not built in Phase 56 — it's a Phase 57+ candidate scoped in the companion investigation document. Phase 32 (the marketing engagement, the first real use of the surface) becomes naturally first-line again after Phase 56 closes.


How we got here — trajectory worth preserving (extended at v0.3)

(v0.1 → v0.2 trajectory held from v0.2.)

Third trajectory move surfaced at v0.3. After v0.2 absorbed Step 0 evidence, the Operator named a structural observation: "I can see from this finding that the interface with the operator is going to need an 'explain' option, as everyone may not fully understand the response or request from the Companion. The explanation could be via voice or on form button."

The observation surfaces a principle Phase 56 had not yet named: plain-terms-discipline reduces comprehension gaps but does not eliminate them. Even with the Companion speaking in plain language, an Operator can encounter a question where the concept is unfamiliar regardless of how plainly framed. The discipline reduces incidence; a recovery affordance handles the remainder.

Two readings of "via voice" surfaced. Reading A — voice-input trigger: the Operator speaks "explain" audibly; the system recognizes the speech. Reading B — Companion's voice as delivery channel: a UI button triggers the Companion to speak (in writing) an inline explanation. The Operator selected Reading A. This made the explain affordance more distant from Phase 56's text-substrate scope than Reading B would have been — Reading A requires voice-modality substrate (speech-to-text into the converse channel; possibly text-to-speech for delivery) that does not yet exist. Voice modality is its own substrate addition adjacent to the queued mobile presence direction (queued directions v0.10).

The Operator's original framing was "via voice or on form button." The affordance therefore has two trigger modes — the button mode buildable on text substrate now; the audible mode requiring voice-modality substrate. An investigation document (loomworks-explain-affordance-investigation-v0_1.md) scopes both trigger modes as a single affordance concept with two delivery paths; the investigation does not commit to a phase shape, preserving the design space for later scoping.

The Phase 56 absorption is small: the voice principles document at sub-arc 1a names the discipline-plus-recovery principle, framing the future affordance work conceptually. The principle naming is a section in docs/voice-principles-v0_1.md, not a new sub-arc or new component.

This third trajectory move adds a new methodology candidate:


What Phase 56 delivers (refined at v0.3)

Engine repo: (sub-arc 1 components unchanged except 1a content)

Operator Layer repo: (sub-arc 3 unchanged)

Calibration: (sub-arc 2 unchanged)

Marketing repo: untouched.


What Phase 56 does NOT deliver (extended at v0.3)

(Items from v0.2 held; one new item added.)

New at v0.3:


Shape selection (held from v0.1)

Voice-tune selected. The v0.1 → v0.2 reshape refined the work category to additive coverage expansion. The v0.2 → v0.3 refinement adds the discipline-plus-recovery principle to the voice principles document scope; no shape change to the phase itself. Phase 56 unblocks Phase 32; produces the voice principles document as long-lived reference material; establishes the calibration discipline; and names the conceptual frame future affordance work inherits from.


Sub-arc decomposition (held from v0.2 with 1a content refined)

(See v0.2 for full decomposition; 1a content note updated above. No sub-arc structure change.)


Step 0 findings — absorbed (held from v0.2)

(See v0.2.)


Open construction decisions — absorbed (held from v0.2)

(See v0.2. No new P56-D items at v0.3.)


Test surface estimate (held from v0.2)

~11–19 engine tests; ~1–2 OL vitest.


Build sequencing intent (held from v0.2)

6 active steps + 2 reserved buffer slots. (See v0.2.) Step 1 voice principles document content now includes the discipline-plus-recovery section; no time impact (single content addition within Step 1's existing scope).


Acceptance gates (held from v0.2 with 1a addition)

Gate 1 of v0.2: "Voice principles document landed at docs/voice-principles-v0_1.md." Refined at v0.3: "Voice principles document landed at docs/voice-principles-v0_1.md; includes both the plain-terms-discipline section and the discipline-plus-recovery section with forward-reference to the explain-affordance investigation document."

Other gates held.


Discovery-trajectory observations preserved (extended at v0.3)

(v0.1 and v0.2 observations held — see v0.2 for full list.)

Extended at v0.3 — the explain-affordance surfacing. After v0.2 absorbed Step 0 evidence (the dialog-example mis-identification was corrected by substrate evidence), the Operator's structural observation surfaced a different kind of gap from what the dialog-example surfaced and what Step 0 corrected. The dialog-example said vocabulary leak; Step 0 said coverage gap; the Operator's observation now says comprehension-residue gap. All three are real. Plain-terms-discipline addresses the first two; the explain affordance addresses the third.

The trajectory now has four positions:

Each move was load-bearing. None alone would have produced v0.3's full picture. The Discovery-record posture preserved across versions reconstructs the path.

New methodology candidate — discipline-plus-recovery. First instance. Described above in §How we got here. Carries to v0.21 as candidate alongside gap-diagnosis-precedes-gap-implementation (also single-instance from this same scoping arc).


New methodology observations (extended at v0.3)

(v0.2 observations held.)

New at v0.3:


Companion artifacts (new section at v0.3)


Next actions (refined at v0.3)

  1. Operator confirms v0.3 or amends. Particular attention to: the addition of discipline-plus-recovery to the voice principles document scope (small content addition, no structural change); the explain affordance carry-forward; the investigation document reference.
  2. Operator reviews loomworks-explain-affordance-investigation-v0_1.md (produced alongside this v0.3). Confirms or amends the design-space scoping.
  3. Claude.ai produces loomworks-phase-56-cr-drafting-handoff-v0_1.md. Hands to fresh chat for CR drafting. v0.3 of this scoping note is the active scoping at CR drafting time.
  4. CR drafted in fresh chat. Operator approves. CC begins Phase 56 build.

Reading order for the fresh chat absorbing this scoping note (extended at v0.3)

  1. This scoping note (v0.3).
  2. loomworks-explain-affordance-investigation-v0_1.md (companion artifact; informs voice principles document content at sub-arc 1a).
  3. phase-56-step-0-findings-v0_1.md (engine repo docs/phase-impl-notes/).
  4. current-status-manifest-v0_40.md.
  5. loomworks-queued-directions-and-deferred-work-v0_10.md.
  6. loomworks-phase-55-close-session-handoff-v0_1.md.
  7. loomworks-marketing-creation-flow-content-v0_3.md.
  8. Phase 55 CR (phase-55-cr-engagement-creation-assistance-v0_1.md).

DUNIN7 — Done In Seven LLC — Miami, Florida Phase 56 scoping note — v0.3 — 2026-05-11