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Loomworks — Phase 57 CR Drafting Handoff

Version. 0.1 Date. 2026-05-12 Author. Marvin Percival (DUNIN7 Operator) with Claude.ai. Purpose. Brief a fresh Claude.ai chat to draft CR-2026-090 for Phase 57. Self-sufficient — the drafter does not need to re-read the scoping conversation; everything settled lives in this handoff plus scoping note v0.2.

1. What Phase 57 builds

Marketing Engagement Creation. Marvin creates the Loomworks marketing engagement by exercising the now-voice-tuned Phase 55/56 conversational creation surface with pre-drafted content from loomworks-marketing-creation-flow-content-v0_3.md. Phase 57 is the first real-Operator usage of the conversational creation surface.

Smallest substrate phase since Phase 52. The phase's output is two-pronged:

  1. Product output. The marketing engagement exists as a real Loomworks engagement: Discovery record in Memory; candidate seed produced via Phase 53 extraction; induction loop closed; engagement appears in /operator engagement list.
  2. Methodology output. Real-Operator transcript fixture at tests/fixtures/voice-calibration/real_operator_marvin_<date>.md distinguished from Phase 56's persona fixtures by filename. This is the first concrete instance of the persona-vs-real-Operator-contrast pattern (named as a methodology candidate at v0.1 §12).

One substrate addition: the Field 6 per-field elicitation prompt component at prompts/intent_instructions/create_engagement/additional_assertions.md (~11 lines, analogous to Phase 56's three per-field prompts). The substrate is otherwise complete — Seed.additional_assertions: dict[str, str] exists at types.py:102; Phase 53 extract prompt parses Field 6 at discovery_to_seed_extraction.py:76, 109; skill validates at skills/discovery_to_seed.py:152, 183. Gap is elicitation-only (V2 GAP-CONFIRMED-AS-EXPECTED per phase-57-step-0-findings-v0_1.md).

2. Substrate baseline

CR drafter confirms before any drafting work.

Engine repo: DUNIN7/loomworks-engine at /Users/dunin7/loomworks-engine.

Operator Layer repo: DUNIN7/loomworks at /Users/dunin7/loomworks.

Marketing repo: untouched in Phase 57 (the marketing site — Astro at loomworks.doneinseven.com — is Phase 51's deliverable; the marketing engagement in Loomworks is Phase 57's; the two are distinct).

Workshop repo: not in Phase 57 scope.

3. Reading order

The drafter reads in this order before drafting any CR sections:

  1. loomworks-phase-57-scoping-note-v0_2.md — the authoritative source for settled decisions. All ten P57-D items closed there (one closed; nine settled).
  2. phase-57-step-0-findings-v0_1.md (engine repo docs/phase-impl-notes/; on branch phase-57-step-0 at 69adb17, not merged) — Step 0 evidence for V0 through V8.
  3. loomworks-phase-57-step-0-inspection-brief-v0_1.md (project knowledge) — Step 0 verifications context.
  4. phase-56-cr-conversational-creation-surface-voice-v0_2.md (engine repo docs/phase-crs/) — Phase 56 precedent for per-field elicitation prompt authoring, the load_per_field_components loader, the dispatcher splice at prompt.py:817, the calibration discipline with persona fixtures, and the refined close protocol.
  5. phase-55-cr-engagement-creation-assistance-v0_1.md (engine repo docs/phase-crs/) — Phase 55 precedent for the conversational creation surface that Phase 57 exercises.
  6. loomworks-marketing-creation-flow-content-v0_3.md (project knowledge) — the content Phase 57 lands into Memory.
  7. current-status-manifest-v0_41.md (project knowledge) — substrate baseline + named principles (especially §2 refspec convention and Step 0 branch lifecycle).
  8. This handoff.

4. What's settled — ten P57-D items

All decisions closed. The drafter consumes them; does not relitigate.

| Item | Setting | |------|---------| | P57-D1 | Shape B — usage event with bounded substrate tuning (one prompt component at Step 1) | | P57-D2 | Stop at engagement-exists — downstream marketing-engagement substrate is Phase 58+ | | P57-D3 | Discovery-record path — terminal-turn selection | | P57-D4 | Author Field 6 prompt at Step 1 — prompts/intent_instructions/create_engagement/additional_assertions.md; ~11 lines; +1 test | | P57-D5 | Real-Operator transcript fixture at tests/fixtures/voice-calibration/real_operator_marvin_<date>.md; distinguished from persona fixtures by filename | | P57-D6 | Closed — no longer needed (Shape B confirmed) | | P57-D7 | Option A — Step 0 branch lifecycle = delete at close. Retroactive cleanup of phase-56-step-0 plus close-time deletion of phase-57-step-0. Going-forward convention: every phase deletes its Step 0 inspection branch at close. The silent cleanup of phase-55-step-0 showed Option A is the natural drift; Option A formalizes it. | | P57-D8 | Independent engagement under DUNIN7 — marketing engagement is sibling of the Loomworks engagement | | P57-D9 | Sonnet for default Companion operation — flag for Phase 58+ at first-rendered-output cost | | P57-D10 | Capture-during-Step-2-only — V4 POSTURE-GAP friction phrases captured in Step 4 implementation notes; no Step 1 posture pre-tuning; future micro-tuning phase informed by Step 2 evidence |

5. Sub-arc decomposition

Sub-arc 1 — Field 6 prompt authoring (substrate)

Four small components. CR §-numbering follows Phase 56 precedent.

1a. Field 6 per-field elicitation prompt component. New file at prompts/intent_instructions/create_engagement/additional_assertions.md. ~11 lines matching the structural shape of Phase 56's voice.md / constraints.md / success.md (CRV-1 verifies the file shape verbatim). Plain-terms-discipline applied per Phase 56's voice principles document. The prompt elicits Field 6 content per Marketing v0.3's Field 6 framing — "additional assertions" as labeled key-value pairs the Operator wants associated with the engagement.

1b. field_coverage map extension. Per CRV-2, the field_coverage map currently carries entries for Fields 3–5 (voice / constraints / success). Phase 57 extends it to include a Field 6 entry. Key naming follows the existing convention (Phase 56 used field names matching the prompt component filenames; Phase 57 follows). The dispatcher splice at prompt.py:817 already handles arbitrary field_coverage keys via the existing load_per_field_components loader — no loader change needed per V1 enumeration.

1c. Active-template scaffolding update. Update at prompts/create_engagement_active.md per CRV-3. Adds Field 6 to the Companion-judgement instruction (the part that populates operation_data["field_coverage"]). Mirrors Phase 56's treatment of Fields 3–5.

1d. Substrate test. +1 distinct test function exercising the prompt component loading via load_per_field_components("additional_assertions") (or whatever the key convention settles on per CRV-2). Mirrors Phase 56 Step 3 per-prompt test pattern at tests/test_phase_56_conversational_creation_surface_voice.py.

Sub-arc 2 — Live usage event (no substrate code)

2a. Pre-Step-2 readiness check. CC ensures local engine + OL stack are running. Marvin opens /operator/create-engagement on the running OL.

2b. Marvin runs the conversation. The Companion walks Marvin through the six fields, exercising the now-voice-tuned per-field elicitation discipline including the new Field 6 prompt. Marvin provides content from loomworks-marketing-creation-flow-content-v0_3.md either piece-by-piece or pasted in multi-value form (V3 MULTI-VALUE-ACCEPTED confirms the surface accepts both).

2c. Discovery-record terminal turn. Per P57-D3. Companion produces Discovery markdown; Phase 16 upload + Phase 53 extract_discovery_to_seed_skill + induct_seed cascade runs. Marketing engagement appears in /operator engagement list with induction pass clean.

Sub-arc 3 — Calibration capture + observation capture

3a. Real-Operator transcript fixture. CC captures the Step 2 conversation as fixture file at tests/fixtures/voice-calibration/real_operator_marvin_<YYYY-MM-DD>.md where the date is the literal Step 2 capture date. Format mirrors the three Phase 56 persona fixtures (CRV-5 verifies persona fixture format verbatim).

3b. Calibration-gated tests. ~1-2 tests exercising the new fixture. Gated on LOOMWORKS_RUN_CALIBRATION=1 per Phase 56 P56-D7 precedent. Skip in CI; pass locally with env var set. Mirrors Phase 56's four-gated-test pattern at tests/test_phase_56_conversational_creation_surface_voice.py (CRV-6 verifies the gating pattern).

3c. Implementation notes document. Filed at docs/phase-impl-notes/phase-57-implementation-notes-v0_1.md. Captures: conversation trajectory; comprehension-gap observations (input to §6.4 explain-affordance candidate selection); V4 POSTURE-GAP friction phrases (input to future micro-tuning phase); persona-vs-real-Operator delta notes (input to v0.21 methodology consolidation); any Step 1 substrate refinement made.

6. Build steps

5 active + 2 reserved buffer slots. Reserved-slot-as-halt-condition-pre-commitment per manifest v0.39 §2; eighth consecutive phase of unconsumed reserved slots anticipated.

Step 0 — Pre-flight + CR archival + build branch. Standard. CC archives this CR to engine repo docs/phase-crs/phase-57-cr-marketing-engagement-creation-v0_1.md. Confirms baseline tags, test counts, Alembic head. Creates branch phase-57-marketing-engagement-creation from main on both engine and OL repos. ~10 min.

Step 1 — Field 6 prompt authoring (sub-arc 1). Author additional_assertions.md per 1a. Extend field_coverage map per 1b. Update active-template per 1c. Add +1 test per 1d. Checkpoint A halt — Operator confirms substrate before live usage proceeds. ~30 min.

Step 2 — Live usage event (sub-arc 2). Marvin runs the marketing engagement creation. CC ensures local stack ready; observes Marvin's conversation; captures the live conversation log for fixture creation at Step 3. Discovery-record terminal-turn path; Phase 16 + Phase 53 + induct_seed cascade runs. ~30-60 min wall time (depends on Marvin's conversation pace).

Step 3 — Calibration capture (sub-arc 3a + 3b). CC files real-Operator transcript fixture. Adds ~1-2 calibration-gated tests. Runs the gated tests with LOOMWORKS_RUN_CALIBRATION=1 to confirm they pass; confirms they skip without the env var. ~20 min.

Step 4 — Observation capture (sub-arc 3c). CC files phase-57-implementation-notes-v0_1.md capturing trajectory, comprehension gaps, V4 friction phrases, persona-vs-real-Operator deltas. ~15-20 min.

Step 5 — Close. Apply refined close protocol with explicit refspecs per manifest v0.41 §2. Tag phase-57-marketing-engagement-creation on both repos (annotated). Apply P57-D7 Option A retroactive cleanup: delete phase-56-step-0 locally; delete phase-57-step-0 locally after merging Step 0 findings into the build branch context (the findings file already exists at docs/phase-impl-notes/phase-57-step-0-findings-v0_1.md per CC's Step 0 commit at 69adb17; verify it's present on main before deleting the branch). Checkpoint B halt before tagging — Operator final-confirms. ~15 min.

Reserved slots 6–7 unconsumed by default.

Auto-mode posture: Step 0 + Step 1 auto-proceed; Checkpoint A halts before Step 2; Steps 2–4 are Marvin-paced (Step 2 is the live conversation; Step 3/4 are CC capture); Checkpoint B (final) halts before tagging.

7. Test surface estimate

Substrate (engine repo):

Total: ~1 always-run + ~1-2 calibration-gated = 2-3 instances. Existing 2,279 stay green. Post-Phase-57: 2,280 always-run + 32 skipped (or 33 if two gated tests added).

Operator Layer: 0 new vitest. Existing 149 stay green. Post-Phase-57: 149 / 30 files (unchanged).

E2E: 1 (Marvin's live conversation; not a test fixture, the usage event itself).

Significantly narrower than recent phases. Phase 57 delivers product output (marketing engagement) + methodology output (real-Operator transcript), not substrate output.

8. Halt conditions during build

Per friction-discipline-pattern-family mid-build boundary. CC halts and writes a halt-surface note on any of:

Halt-surface note format: phase-57-halt-surface-{timestamp}-v0_1.md in engine repo docs/phase-impl-notes/. Mid-build amendment scoping runs in a separate Claude.ai chat per the standard pattern.

9. CR-drafting-time codebase verifications

Step 0 verified the scoping note's substrate assumptions. The CR adds drafting-time details — exact paths, file names, function signatures, naming conventions, key conventions — that Step 0 didn't enumerate. The drafter runs these verifications against the live engine repo before finalizing the CR; naming-only divergences absorb in-flight, architectural divergences halt and re-surface.

Eight verifications. Fewer than Phase 56's because V1 already enumerated the surface and the Phase 57 scope is small.

CRV-1. Per-field elicitation prompt file shape. Read prompts/intent_instructions/create_engagement/voice.md (or constraints.md or success.md) verbatim. Confirms the structural shape Phase 57's additional_assertions.md mirrors. Expected: ~11 lines; plain-terms-discipline applied; one elicitation question per prompt; format aligned with Phase 56 precedent. Failure mode: file shape differs materially from expectation; CR must absorb.

CRV-2. field_coverage map key convention. Verify the existing keys in field_coverage map. Where the map is constructed (per CRV-3); what naming convention the existing keys use (Phase 56 used field names matching the prompt component filenames per V1 enumeration). The new Field 6 key follows the same convention. Likely candidate: additional_assertions (matching the prompt filename) OR field_6 (numeric). CR settles on the convention that aligns with existing keys.

CRV-3. Active-template Companion-judgement site for field_coverage. Where in prompts/create_engagement_active.md the Companion populates operation_data["field_coverage"]. Phase 56 added entries for Fields 3–5; Phase 57 adds the Field 6 entry. CR specifies the exact insertion point and ordering relative to existing entries.

CRV-4. load_per_field_components loader signature and key handling. Verify the loader at prompt_assets.py handles arbitrary keys (per V1). Confirms no loader change is needed for the new Field 6 key. Failure mode: loader is hardcoded to specific keys; CR must add a Sub-arc 1e to extend it.

CRV-5. Persona fixture format. Read tests/fixtures/voice-calibration/persona_*.md (one persona file). Confirms the format Phase 57's real-Operator transcript fixture mirrors. Expected: structured format with conversation turns; speaker labels; optional metadata header. Format settled by Phase 56 P56-D2.

CRV-6. Calibration-gated test pattern. Read tests/test_phase_56_conversational_creation_surface_voice.py for the four calibration-gated tests Phase 56 added. Confirms the LOOMWORKS_RUN_CALIBRATION=1 env-var gating pattern, the skipif decorator usage, and the test-helper invocation at tests/helpers/voice_calibration.py. Phase 57's gated tests mirror this pattern.

CRV-7. Discovery-record path end-to-end function signatures. Read the function signatures for Phase 16 upload entry point, Phase 53 extract_discovery_to_seed_skill, and induct_seed. Confirms the path Step 2 exercises is unchanged from Phase 56 close. V5 HOLDS at Step 0; CRV-7 is the drafting-time confirmation.

CRV-8. Refined close protocol invocation pattern. Read docs/voice-principles-v0_1.md and the Phase 56 close session handoff for the explicit-refspec convention promoted at manifest v0.41 §2. Confirms the close commands Phase 57 uses verbatim. P57-D7 Option A retroactive cleanup added as Step 5 actions.

10. What the CR must specify (drafter checklist)

Section-by-section guidance for the drafter:

§1 Purpose. Phase 57 Marketing Engagement Creation. Field 6 elicitation gap closed; live usage event; real-Operator calibration evidence captured.

§2 Background. Phase 55 shipped the conversational creation surface; Phase 56 voice-tuned it with plain-terms-discipline + per-field elicitation prompts for Fields 3–5; Phase 57 closes the Field 6 gap and exercises the surface end-to-end for the first time on a real engagement.

§3 Construction decisions. All ten P57-D items per §4 above. State the setting and the source (scoping note v0.2 §Open construction decisions; or this handoff for D7/D10).

§4 Trajectory worth preserving. v0.1 → v0.2 confirmatory narrowing; none of v0.1's anticipated reshapes fired; Step 0 confirmed predictions. Two methodology candidates surfaced incidentally (post-tag-docs-on-main pattern; silent Option-A drift). All filed at scoping v0.2 §New methodology observations.

§5 Substrate surfaces shipped. Sub-arc 1 components per §5 above; cite file paths verbatim where settled (prompts/intent_instructions/create_engagement/additional_assertions.md; prompts/create_engagement_active.md; prompt.py:817 dispatcher splice unchanged; prompt_assets.py loader unchanged); cite Sub-arc 3 surfaces (tests/fixtures/voice-calibration/real_operator_marvin_<date>.md; docs/phase-impl-notes/phase-57-implementation-notes-v0_1.md).

§6 What Phase 57 does NOT deliver. Per scoping v0.2 §What Phase 57 does NOT deliver. Phase 31 voice residue carries forward; §1.3 refactor candidates carry forward; etc.

§7 Test strategy. ~1 always-run + ~1-2 calibration-gated. Cite test file paths.

§8 Backwards-compatibility. Existing 2,279 substrate tests stay green; existing 149 OL vitest stay green; existing 30 skipped count adjusts to 31-32 based on calibration-gated test count.

§9 FORAY hooks. No new MemoryObject; no new _ANCHOR_PRIORITY entry; no new endpoint. Existing FORAY surfaces unchanged.

§10 Build steps. Per §6 above. Five active + two reserved.

§11 Halt conditions. Per §8 above.

§12 Acceptance gates. 17 gates per scoping v0.2 §Acceptance gates.

§13 Post-CR state. Marketing engagement live; real-Operator transcript captured; close protocol applied with P57-D7 Option A.

§14 Carry-forward. Per scoping v0.2 §Carry-forward inventory.

§15 Kickoff prompt. A paste-ready prompt for CC on DUNIN7-M4 to start build. Standard structure per Phase 56 CR §15.

§16 Test count predictions. Engine ~2,280 always-run + 31-32 skipped; OL 149 unchanged; Alembic head 0064 unchanged.

§17 Refined close protocol script. The exact sequence of git commands for Step 5 close, including the P57-D7 Option A retroactive cleanup. Format aligned with Phase 56 CR-2026-080 v0.2 §3.1 close-protocol refinement.

11. Methodology observations to carry forward

Per scoping v0.2 §New methodology observations, two candidates surfaced at v0.2 absorption. Live in this handoff for the v0.42 / v0.21 absorption record; CR-drafting time captures them in §4 Trajectory worth preserving (not in the CR's primary build narrative).

  1. Post-tag-docs-on-main pattern. Engine main one docs-only commit ahead of Phase 56 tag. Benign pattern surfaced via V0 DRIFT.
  2. Silent Option-A application to phase-55-step-0. Step 0 branch lifecycle named principle's "decision-by-default" framing tightens.

Plus the methodology candidates carried forward from v0.1:

  1. First usage-event phase pattern. Phase 57 is the first phase where substrate is small/zero and "build product" is a usage event.
  2. Real-Operator-evidence-and-persona-projection-contrast pattern. First concrete instance at Phase 57; real-Operator transcript joins three Phase 56 persona fixtures.
  3. Surface-as-product event pattern. First event where the conversational creation surface is exercised by an end-product Operator.
  4. Pre-drafted-content posture vs blank-page Operator posture. V4 POSTURE-GAP surfaced minor friction; Step 2 evidence will sharpen the candidate.

All carry to v0.42 absorption and to v0.21 methodology consolidation. CR §4 Trajectory worth preserving cites them by name.

12. Reserved-slot pattern continuation

Phase 50/51/52/53/54/55/56 all consumed zero reserved slots. Seventh consecutive zero-consumption phase at Phase 56 close. Phase 57's two reserved slots are pre-committed per the standing pattern; eighth consecutive zero-consumption anticipated. Per manifest v0.41 §1's "the pattern is now strong enough to be considered structural rather than coincidental" observation — scoping at v0.2 is catching the real shape of the work consistently.

If Phase 57 surfaces a Step 2 halt-and-amend event (the most likely halt condition), the substrate-friction-discipline-pattern is the canonical resolution shape per manifest v0.39 §2. Note-first; Operator-elective amendment cycle starts in a fresh Claude.ai chat.

13. Kickoff prompt for the fresh chat


Draft CR-2026-090 for Phase 57: Marketing Engagement Creation.

Read in this order:
1. loomworks-phase-57-cr-drafting-handoff-v0_1.md (this handoff)
2. loomworks-phase-57-scoping-note-v0_2.md (project knowledge)
3. phase-57-step-0-findings-v0_1.md (engine repo
   docs/phase-impl-notes/; on branch phase-57-step-0 at 69adb17,
   not merged)
4. loomworks-phase-57-step-0-inspection-brief-v0_1.md
   (project knowledge)
5. phase-56-cr-conversational-creation-surface-voice-v0_2.md
   (engine repo docs/phase-crs/) — most directly relevant
   precedent (per-field elicitation prompts; load_per_field_components
   loader; dispatcher splice; calibration discipline with persona
   fixtures and gated tests; refined close protocol)
6. phase-55-cr-engagement-creation-assistance-v0_1.md
   (engine repo docs/phase-crs/) — the surface Phase 57 exercises
7. loomworks-marketing-creation-flow-content-v0_3.md
   (project knowledge) — the content Phase 57 lands
8. current-status-manifest-v0_41.md (project knowledge) — substrate
   baseline; named principles (especially §2 refspec convention and
   Step 0 branch lifecycle)

Phase 57 builds:
- Field 6 per-field elicitation prompt component at
  prompts/intent_instructions/create_engagement/additional_assertions.md
  (~11 lines, analogous to Phase 56's three per-field prompts)
- field_coverage map extension to include the Field 6 entry
- Active-template scaffolding update at create_engagement_active.md
  for Field 6 elicitation
- +1 always-run test exercising the new prompt component loading
- Step 2 live usage event (Marvin runs /operator/create-engagement;
  creates the marketing engagement using marketing-creation-flow-content
  v0.3 content; Discovery-record terminal-turn path; Phase 16 + Phase 53
  + induct_seed cascade)
- Step 3 real-Operator transcript fixture at
  tests/fixtures/voice-calibration/real_operator_marvin_<YYYY-MM-DD>.md
  (date settled at Step 2 capture time)
- +1-2 calibration-gated tests (LOOMWORKS_RUN_CALIBRATION=1 pattern)
- Step 4 implementation notes at
  docs/phase-impl-notes/phase-57-implementation-notes-v0_1.md
- Step 5 close with refined close protocol (explicit refspecs per
  manifest v0.41 §2) and P57-D7 Option A retroactive cleanup
  (delete phase-56-step-0 + phase-57-step-0 at close)

All ten P57-D items settled per the handoff §4. Substrate baseline
per handoff §2. Reading order per handoff §3.

Run the eight CR-drafting-time codebase verifications per handoff §9
before finalizing the CR. Naming-only divergences absorb in-flight;
architectural divergences halt and re-surface for amendment scoping.

Produce phase-57-cr-marketing-engagement-creation-v0_1.md as the CR.
Drafter does not need to re-read scoping conversation; everything
settled is in this handoff plus scoping note v0.2.

14. What the fresh chat does NOT do

15. After CR approval

CC begins Phase 57 build on DUNIN7-M4. Build session:

  1. Step 0 — Pre-flight + CR archival + build branch creation (auto).
  2. Step 1 — Field 6 prompt authoring + field_coverage extension + active-template update + 1 test (auto, then Checkpoint A halt).
  3. Step 2 — Marvin runs the marketing engagement creation through /operator/create-engagement (live; CC observes and captures).
  4. Step 3 — CC files real-Operator transcript fixture + calibration-gated tests (auto).
  5. Step 4 — CC files implementation notes capturing trajectory + V4 friction phrases + persona-vs-real-Operator deltas (auto).
  6. Step 5 — Refined close protocol + P57-D7 Option A retroactive cleanup + Checkpoint B halt + tags landed (auto, then Checkpoint B halt before tagging).

Post-build: Phase 57 close-session handoff produced in this chat or in a fresh chat (Marvin's choice). Manifest v0.42 absorption happens in a subsequent fresh chat.

DUNIN7 — Done In Seven LLC — Miami, Florida Loomworks Phase 57 CR Drafting Handoff — v0.1 — 2026-05-12

DUNIN7 · Done In Seven LLC · Miami, Florida

record.dunin7.com prototype · Generated 2026-05-23