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Path phases/phase-57-marketing-engagement-creation/loomworks-phase-57-step-0-inspection-brief-v0_1.md

Loomworks — Phase 57 Step 0 Inspection Brief

Version. 0.1 Date. 2026-05-12 Status. Pre-CR scoping evidence brief. Hands to CC. Mirrors loomworks-phase-56-step-0-inspection-brief-v0_1.md adapted for Phase 32 — marketing engagement creation through the now-voice-tuned Phase 55/56 conversational creation surface. Author. Claude.ai. Operator: Marvin Percival. Companion document. loomworks-phase-57-scoping-note-v0_1.md (parent — the brief presupposes Candidate I (Phase 32) selection, Shape B provisional (usage event with bounded substrate tuning), and the nine P57-D items as v0.1 frames them, including P57-D7 Option B provisional for Step 0 branch lifecycle).


1. What this is

Pre-CR live-codebase verification for Phase 57 — the first real-Operator usage of the Phase 55/56 conversational engagement creation surface, exercised by Marvin to create the Loomworks marketing engagement using pre-drafted content from loomworks-marketing-creation-flow-content-v0_3.md. The scoping note records the option space + provisional shape, with nine construction decisions surfaced and three load-bearing for build sequencing: P57-D1 (shape selection), P57-D4 (Field 6 elicitation prompt — gated on Step 0 evidence), P57-D7 (Step 0 branch lifecycle decision).

Several scoping-note positions rest on assumptions: that Phase 55/56's surface handles multi-value fields gracefully; that the load_per_field_components loader has no Field 6 component (probable gap); that the field_coverage map dispatches over Fields 1–5 only; that the Discovery-record terminal-turn path through Phase 16 + Phase 53 + induct_seed is still clean post-Phase-56; that /operator/create-engagement renders cleanly with Phase 56's banner-revision applied. 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, does not run the marketing engagement creation itself.

The brief assumes the following v0.1 provisional positions hold:

The remaining P57-D items run on v0.1 recommendations unless Step 0 evidence reshapes them. The brief flags which verification touches which P57-D.

Lens-bounded discipline note. Verifications V1 and V2 are the load-bearing pair: V1 widens the aperture (every creation-flow template, dispatcher branch, per-field elicitation file, and OL surface string is enumerated explicitly before any usage-event scope is settled); V2 probes the specific gap most likely to surface during usage (Field 6 elicitation absence). Per manifest v0.41 §2's six-instance lens-bounded scoping evidence cascade plus the now-four-instance load-bearing pattern for substrate-evidence-can-re-rationalize-selection, V1's enumeration may reshape the Shape B substrate-tuning envelope by widening it (more elicitation prompts than v0.1 anticipates) or narrowing it (Field 6 already handled cleanly via a fallback the scoping note didn't enumerate).


2. Reading order before running

CC reads in this order before starting:

  1. loomworks-phase-57-scoping-note-v0_1.md (parent document; in project knowledge). Especially §1 (option space), §3 (shape question, Shape B framing), §4 (dialog example surfacing the surface-design questions), §5 (P57-D items), §6 (Step 0 candidate questions — anchors the V-items below), §13 (carry-forward inventory).
  2. phase-55-cr-engagement-creation-assistance-v0_1.md (engine repo docs/phase-crs/). Specifically §5 (substrate surfaces shipped — conversational flow handler; field_coverage; terminal-turn affordance), §7 (the three Phase 55 prompt template components), §17 (acceptance gates).
  3. phase-56-cr-conversational-creation-surface-voice-v0_2.md (engine repo docs/phase-crs/). Specifically §5 (the load_per_field_components loader, dispatcher splice at prompt.py:817, per-field elicitation prompts for Fields 3–5), §10 (build steps as executed), §12 (acceptance gates).
  4. phase-55-step-0-findings-v0_1.md and phase-56-step-0-findings-v0_1.md (engine repo docs/phase-impl-notes/). For the prior-phase enumeration precedents and the surface inventory those phases established.
  5. current-status-manifest-v0_41.md (in project knowledge). Especially §1 (substrate baseline; substrate surfaces shipped at Phase 56) and §2 (the two newly-named principles: refspec convention, Step 0 branch lifecycle).
  6. loomworks-marketing-creation-flow-content-v0_3.md (in project knowledge). The pre-drafted content Phase 32 lands. CC reads it to identify each piece's natural Field-N home for V6.
  7. This brief.

3. Substrate baseline

CC confirms baseline before any verification:

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.

V0 — Build-close hygiene + Step 0 branch lifecycle accounting

Ask. Manifest v0.41 §1 records the Phase 56 close as the first production firing of the refined close protocol (local + remote build branch deletion via explicit refspecs). The 7 stale origin/phase-* refs from the pre-Phase-55 backfill are out-of-scope cleanup; the two phase-{55,56}-step-0 local branches are the Step 0 branch lifecycle decision pending. V0 establishes the Phase 57 baseline + the accounting needed for P57-D7 to settle at v0.2.

What to check.


cd /Users/dunin7/loomworks-engine && git log -1 --oneline main
cd /Users/dunin7/loomworks-engine && git tag --list 'phase-*'
cd /Users/dunin7/loomworks-engine && git branch | grep -E 'phase-' || echo "ZERO local phase-* branches"
cd /Users/dunin7/loomworks-engine && git ls-remote origin 'refs/heads/phase-*' 2>/dev/null | wc -l
cd /Users/dunin7/loomworks-engine && git ls-remote origin 'refs/heads/phase-*' 2>/dev/null
cd /Users/dunin7/loomworks && git log -1 --oneline main
cd /Users/dunin7/loomworks && git tag --list 'phase-*'
cd /Users/dunin7/loomworks && git branch | grep -E 'phase-' || echo "ZERO local phase-* branches"
cd /Users/dunin7/loomworks && git ls-remote origin 'refs/heads/phase-*' 2>/dev/null | wc -l

Evidence expected.

Verdict criteria.

Touches. P57-D7 (Step 0 branch lifecycle decision; retroactive cleanup of phase-55-step-0 + phase-56-step-0).


4. The verifications

Eight verifications. V1 is the lens-bounded aperture widener; V2 is the Field 6 probe (the probable gap most likely to drive Shape B's substrate-tuning envelope); V5 confirms the end-to-end Discovery-record path through Phase 16 + Phase 53 + induct_seed is still clean post-Phase-56; V6 maps marketing v0.3 content onto the surface; V7 and V8 verify residual carry-forward items.

V1 — Creation flow surface enumeration aperture

Framing. Phase 32 exercises the conversational creation surface end-to-end. Phase 56 voice-tuned the surface but did not enumerate the full surface as of v0.41 baseline (the close handoff focused on the new substrate). V1 widens the aperture: explicit enumeration of every creation-flow prompt template, dispatcher branch, per-field elicitation prompt component, terminal-turn matcher token, and field-coverage map entry that the marketing engagement creation will exercise. The enumeration is the cascade pre-emption; lens-bounded-scoping discipline applies.

What to check.


cd /Users/dunin7/loomworks-engine
# Per-field elicitation prompts (Phase 56 shipped these for Fields 3-5)
ls -la prompts/intent_instructions/create_engagement/ 2>/dev/null
find prompts/intent_instructions/create_engagement/ -type f -name "*.md" 2>/dev/null
# The four scaffolding templates from Phase 55 (creation_intent / terminal_turn / commit_intent + create_engagement_active / create_engagement_commit)
find prompts -type f -name "create_engagement*" 2>/dev/null
find prompts -type f -name "creation_intent*" -o -name "terminal_turn*" -o -name "commit_intent*" 2>/dev/null
find prompts -type f -name "intent_classifier*" 2>/dev/null
# The dispatcher splice and load_per_field_components loader
grep -n "load_per_field_components\|field_coverage" prompt.py prompt_assets.py 2>/dev/null
grep -n "create_engagement_active\|create_engagement_commit" prompt.py 2>/dev/null
# The terminal-turn matcher token-set
grep -n "Discovery record\|commit as brief\|write up" router.py 2>/dev/null
# The IntentLabel literals introduced for the creation flow
grep -n "IntentLabel\|CREATE_ENGAGEMENT" classifier.py routing.py 2>/dev/null | head -20

Evidence expected.

Verdict criteria.

Touches. P57-D1 (shape selection — substrate envelope); P57-D4 (Field 6 elicitation prompt — V2 follows on this); P57-D6 (Field 6 surface behavior in Shape A/D fallback).

V2 — Field 6 surface behavior probe (the probable gap)

Framing. Marketing v0.3 carries eight rich entries under Field 6 (Additional assertions / key-value pairs): Core message, First encounter experience, First step conversion, Post-signup education flow, Return and re-engagement, Onboarding approach, Operator individuality, Proficiency-aware interaction pattern. Phase 56 explicitly authored per-field elicitation prompts for Fields 3–5 (voice / constraints / success); Field 6 was out of scope. V2 probes whether the surface elicits Field 6 at all, and if so, how — the probable surface gap most likely to drive Shape B's bounded-tuning envelope.

What to check.


cd /Users/dunin7/loomworks-engine
# Field 6 specific: any per-field elicitation prompt component for it?
ls -la prompts/intent_instructions/create_engagement/ 2>/dev/null
find prompts/intent_instructions/create_engagement/ -type f -name "*field*6*" -o -name "additional*" -o -name "assertion*" -o -name "key_value*" 2>/dev/null
# Does field_coverage carry a Field 6 entry?
grep -rn "field_coverage\|field_6\|additional_assertions\|field_6_covered\|additional_covered" --include="*.py" 2>/dev/null | head -20
# Does the active-template Companion-judgement consider Field 6?
grep -n "field_coverage\|additional_assertions\|key.value" prompts/intent_instructions/create_engagement/*.md 2>/dev/null
grep -n "additional_assertions\|key.value.pair\|assertion.row" prompts/create_engagement_active.md 2>/dev/null
grep -n "additional_assertions\|key.value.pair" prompt_assets.py prompt.py 2>/dev/null
# Does the seed-induction loop expect Field 6 entries? (sanity check on downstream)
grep -rn "additional_assertions\|key_value_pairs\|kvp\|extra_assertions" --include="*.py" 2>/dev/null | head -20
# Phase 53's extract_discovery_to_seed_skill — does it parse Field 6 from Discovery records?
grep -n "field_6\|additional\|key_value\|assertion.*row" extract_discovery_to_seed_skill*.py 2>/dev/null
find . -type f -name "*.py" -path "*discovery*" 2>/dev/null

Evidence expected.

Verdict criteria.

Touches. P57-D4 (Field 6 elicitation prompt authoring); P57-D6 (Field 6 surface behavior in Shape A/D fallback); P57-D1 (shape envelope — GAP-DEEP forces reshape).

V3 — Multi-value field handling probe

Framing. Marketing v0.3 Field 4 (Constraints) has five constraint rows. Field 6 has eight key-value pairs. The dialog-example in scoping note §4 surfaces this as the "first load-bearing surface question": does the surface elicit multi-value content one-at-a-time (the break-after-first discipline implied by Phase 56's dispatcher splice) or accept multi-value content in one turn? Either is defensible; the surface design choice matters for Phase 32's actual experience.

What to check.


cd /Users/dunin7/loomworks-engine
# Does the active-template scaffolding give instruction about multi-value handling?
cat prompts/intent_instructions/create_engagement/constraints.md 2>/dev/null
cat prompts/create_engagement_active.md 2>/dev/null | head -100
# Does the dispatcher splice explicitly support multi-value content?
grep -n "list\|array\|multiple\|multi.value\|row" prompt.py prompt_assets.py 2>/dev/null | grep -i "constraint\|assertion" | head -10
# Test fixtures: do any Phase 55/56 tests exercise multi-value constraint elicitation?
grep -rn "constraint" tests/test_phase_55_engagement_creation_assistance.py tests/test_phase_56_conversational_creation_surface_voice.py 2>/dev/null | head -10
grep -rn "multi.value\|multiple constraints" tests/ 2>/dev/null | head -10
# Persona transcripts: do they exercise multi-value content?
ls -la tests/fixtures/voice-calibration/ 2>/dev/null
grep -l "constraint" tests/fixtures/voice-calibration/*.md 2>/dev/null | head -5

Evidence expected.

Verdict criteria.

Touches. Shape B envelope (multi-value handling refinement candidate); Phase 32 conversation-trajectory predictability.

V4 — Pre-drafted-content posture surface behavior

Framing. Phase 55/56's surface was designed for the blank-page Operator (§1.1 queued-directions substance — "first-time Operator working through Discovery"). Phase 32 is the pre-drafted-content Operator posture — content already exists in loomworks-marketing-creation-flow-content-v0_3.md; the Operator's task is to land it into Memory through the surface. V4 probes whether the surface differentiates behavior between the two postures or whether the surface treats them uniformly.

What to check.


cd /Users/dunin7/loomworks-engine
# Does the active-template scaffolding mention pre-drafted vs blank-page postures?
grep -n "pre.draft\|already\|blank\|first.time\|new.operator\|paste" prompts/create_engagement_active.md prompts/create_engagement_commit.md prompts/intent_instructions/create_engagement/*.md 2>/dev/null
# Voice principles document — does it mention the posture distinction?
grep -n "pre.draft\|posture\|content.already" docs/voice-principles-v0_1.md 2>/dev/null
# Persona transcripts — do any explicitly exercise the pre-drafted-content posture?
ls -la tests/fixtures/voice-calibration/ 2>/dev/null
head -30 tests/fixtures/voice-calibration/*.md 2>/dev/null

Evidence expected.

Verdict criteria.

Touches. Shape B micro-tuning envelope; methodology candidate (pre-drafted-content-posture-vs-blank-page-posture).

V5 — Phase 16 → Phase 53 → induct_seed end-to-end check

Framing. Phase 32's Discovery-record terminal-turn path cascades Discovery markdown → Phase 16 upload → Phase 53 extract_discovery_to_seed_skillinduct_seed. The path was end-to-end verified at Phase 55 close (induct_seed production callers count was 5 at Phase 55 close per manifest v0.41 §1 — unchanged at Phase 56). Phase 56 didn't touch this path; V5 confirms it's still clean post-Phase-56 before Phase 32 commits to running it for real.

What to check.


cd /Users/dunin7/loomworks-engine
# Count of induct_seed production callers (manifest records 5 at Phase 55 close)
grep -rn "induct_seed\b" --include="*.py" | grep -v test | grep -v "def induct_seed" | wc -l
grep -rn "induct_seed\b" --include="*.py" | grep -v test | grep -v "def induct_seed"
# Phase 53 extract skill
find . -type f -name "*extract_discovery*" 2>/dev/null
grep -n "extract_discovery_to_seed_skill" --include="*.py" -rn 2>/dev/null | head -10
# Phase 16 upload pipeline
grep -n "POST.*upload\|upload.*endpoint\|upload_artifact" --include="*.py" -rn 2>/dev/null | head -10
# End-to-end test of the Discovery-record path
find tests -name "*phase_55*" -type f 2>/dev/null
grep -rn "discovery.record.path\|create-from-conversation.*discovery_record\|EngagementCreatedFromAssistance" tests/ 2>/dev/null | head -10
# Run the Phase 55 + Phase 56 tests to confirm green
cd /Users/dunin7/loomworks-engine && python -m pytest tests/test_phase_55_engagement_creation_assistance.py tests/test_phase_56_conversational_creation_surface_voice.py -q 2>&1 | tail -10

Evidence expected.

Verdict criteria.

Touches. P57-D3 (Discovery-record terminal-turn path selection); Shape A/B viability.

V6 — Marketing v0.3 content compatibility mapping

Framing. loomworks-marketing-creation-flow-content-v0_3.md carries content for six fields plus eight Field 6 entries. V6 maps each piece of content to its natural Field-N home and identifies any content that doesn't fit cleanly into Fields 1–6 — suggesting a surface gap or a v0.3-document-vs-surface-design mismatch.

What to check.


cd /Users/dunin7/loomworks-engine
# Seed schema
find . -type f -name "*.py" -path "*seed*" | head -10
grep -n "class.*Seed\|field_1\|field_2\|field_3\|field_4\|field_5\|field_6\|additional_assertions" --include="*.py" -rn 2>/dev/null | head -30

Evidence expected.

Verdict criteria.

Touches. P57-D2 (Phase 57 scope at engagement-exists); V6 outputs guide the actual induction.

V7 — Phase 31 create_project.md plain-terms residue check

Framing. Phase 56 close handoff §8 named Phase 31 create_project.md voice work as a carry-forward (V2 SURFACED-TO-OPERATOR "constraints" leak in the older Phase 31 creation path). V7 confirms whether the marketing-engagement creation runs through Phase 55's new conversational surface (the Phase-55-path) or whether any path resolution can land it in Phase 31's older create_project flow. Provisional scoping-note position: Phase-55-path. V7 verifies.

What to check.


cd /Users/dunin7/loomworks-engine
# Phase 31 create_project flow
find . -type f -name "create_project*" 2>/dev/null
grep -rn "create_project" --include="*.py" -l 2>/dev/null | head -10
# OL route for /operator/create-engagement — confirm Phase 55's surface is the canonical entry
cd /Users/dunin7/loomworks
find . -type f \( -name "*.tsx" -o -name "*.ts" -o -name "*.astro" \) -path "*create-engagement*"
# Are there any production callers of Phase 31's create_project path from Phase 55 surface?
cd /Users/dunin7/loomworks-engine
grep -rn "create_project" --include="*.py" 2>/dev/null | grep -v test | head -10
grep -n "create_project\|/me/engagements/create-from-conversation" routes.py main.py 2>/dev/null

Evidence expected.

Verdict criteria.

Touches. Shape B envelope (Phase 31 voice residue inclusion candidate); v0.41 §4 carry-forward closure.

V8 — Operator Layer /operator/create-engagement surface verification

Framing. Phase 56 revised the OL banner string at ChatView.tsx:254 and confirmed the surface renders via prerendered route count (12 unchanged). V8 confirms the route renders cleanly in the running OL stack, the Phase 56 banner revision is applied, and the mode-banner attaches at top per Phase 55 design. Phase 32's first action will be opening this surface; V8 catches OL-side regressions before the live usage.

What to check.


cd /Users/dunin7/loomworks
# Banner string at ChatView.tsx:254
sed -n '250,260p' src/components/ChatView.tsx 2>/dev/null || grep -A 3 -B 3 -n "banner" src/components/ChatView.tsx 2>/dev/null | head -20
# Route file for /operator/create-engagement
find . -type f \( -name "*.tsx" -o -name "*.ts" -o -name "*.astro" \) -path "*create-engagement*"
cat src/routes/operator/create-engagement/*.tsx 2>/dev/null | head -50
# Mode banner — Phase 55's pattern
grep -rn "mode.banner\|ChatView.*mode\|create_engagement_active" src/ 2>/dev/null | head -10
# OL test surface coverage
grep -rn "create-engagement\|ChatView" src/**/__tests__/ 2>/dev/null | head -10
ls tests/ src/**/__tests__/ 2>/dev/null
# Run OL tests
cd /Users/dunin7/loomworks && npm run lint 2>&1 | tail -10
cd /Users/dunin7/loomworks && npx tsc --noEmit 2>&1 | tail -10
cd /Users/dunin7/loomworks && npm run test -- --run 2>&1 | tail -10

Evidence expected.

Verdict criteria.

Touches. P57-D1 (Shape selection viability); Phase 32 entry-point readiness.


5. After verification

CC produces phase-57-step-0-findings-v0_1.md at /Users/dunin7/loomworks-engine/docs/phase-impl-notes/. One section per verification.

For each verification:

State classification per Phase 53 / 54 / 55 / 56 brief precedent:


6. Halt conditions

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

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


7. Deliverable

CC produces a single file: phase-57-step-0-findings-v0_1.md in the engine repo at docs/phase-impl-notes/phase-57-step-0-findings-v0_1.md.

The file contains:

CC commits the findings file to the engine repo on a branch named phase-57-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. Per manifest v0.41 §2's Step 0 branch lifecycle named principle, this phase-57-step-0 branch joins phase-55-step-0 and phase-56-step-0 as a local-only branch under provisional P57-D7 Option B (retain locally, never push). The P57-D7 settlement at v0.2 may elect Option A (delete) or Option C (push and retain) retroactively for all three.


8. What CC does not do


DUNIN7 — Done In Seven LLC — Miami, Florida Loomworks Phase 57 Step 0 Inspection Brief — v0.1 — 2026-05-12