confidence-engine/docs/current-handoff.md

Current Handoff — Confidence Engine

Role: Concise operational snapshot for resuming work today. Not a historical diary. The design evolution archive index at docs/design-evolution/README.md provides progressive loading of experiment history; load the relevant chapter only when a specific historical question requires it.

Repository checkpoint

• Branch: feature/investigation-report-v0.55
• HEAD: 37a9a12 — route design evolution provenance through archive index
• Working tree: will be clean after v0.59a commit

Current product architecture

Three distinct routes, not a single page:

/                              → Portfolio (notebook index)
/investigations/case-1          → Investigation (working case/pages)
/investigations/case-1/report   → Investigation Report (readable derived summary)

Portfolio = investigator notebook index. Shows the single canonical persisted investigation card with actions: View report, Continue investigation, Restart investigation. Below the card: + Create new investigation (portfolio-level, not inside the card).

Investigation = working case. Contains ScenarioForm + ReasoningWorkspace. Handles graph reasoning, focused investigation turns, Done/Re-open semantics, Current Understanding synthesis. No Report presentation — that is owned by the dedicated Report route.

Report = derived artefact. Renders persisted investigationReport snapshot. Generation is on-demand, triggered by the Report page itself (not ReasoningWorkspace). Exactly one /api/cases/overview call on first visit; zero calls on subsequent visits. The Report is not canonical reasoning evidence — it is a derived summary for review/export/use.

Current working product journey

Portfolio (/)
  → "Continue investigation"
    → Investigation page (/investigations/case-1)
      → Focused question asked → user answers → Done for now
      → Current Understanding synthesizes
      → If zero Open Questions: "Review current understanding" appears
        OR → "Review current understanding"
          → Report page (/investigations/case-1/report)
            → Generates via /api/cases/overview (once)
            → Persists investigationReport
            → Subsequent visits render persisted snapshot (zero calls)

Restart flow

Portfolio card Restart investigation → confirmation dialog (title: "Restart this investigation?") → destructive second confirmation → clearInvestigation() (canonical localStorage clear seam). No direct storage-key manipulation.

Current reasoning / ownership invariants

Evidence discipline:

RAW USER EVIDENCE
≠ MODEL-DERIVED CONTRIBUTION SEMANTICS
≠ CURRENT CANONICAL FINDING
≠ IMMUTABLE SOURCE OBSERVATION
≠ USER DISPOSITION / AUTHORITY
≠ TURN CONTEXT / PROVENANCE

Finding dispositions: null (eligible working premise), agree (user-endorsed), not_relevant (excluded from eligible reasoning, provenance retained), corrected Finding. User disposition never directly mutates authoritative graph state.

Evidence distinctions preserved by the persistence layer. Contributions preserve: question/context, verbatim answer, model observations, uncertainties, assumptions, relationships, follow-ups, target/provenance, sequence/order. Findings preserve: canonical proposition, sourceObservation, contributionId, originatingTargetNodeId, userDisposition.

Focused investigation presentation ownership (v0.52)

FocusedQuestionBody derives a thread-local subset (targetNodeId || originatingTargetNodeId) for every presentation surface. Previously answered content does NOT bleed from one question to another. Verified manually and by targeted Vitest.

Empty Done + Re-open semantics (v0.53)

• Empty Done is valid: parks/resolves the question locally, does NOT invoke episode processing, does NOT produce no_episodic_content 400.
• Re-open returns the question to Open Questions and removes from doneForNowIds.
• Older stale development localStorage states (pre-v0.53 shape) may be discarded during current dev phase. No migration required.

v0.59a — Investigation revision provenance rule

• Investigation has a semantic revision (investigationRevision).
• Meaningful persisted Investigation changes advance it by exactly 1.
• Persistence activity itself (autosave, save) does NOT advance revision.
• Report generation records generatedFromRevision: investigationRevision.
• Report generation advances revision by 0.
• Equal revisions mean Report reflects current Investigation.
• Different revisions mean the Investigation has changed since Report generation.
• Existing Report remains available (not invalidated).
• Report update/regeneration remains manual (user-triggered).
• Restart clears Investigation + Report via clearInvestigation() + setInvestigationRevision(0).
• Report history/comparison remains deferred beyond MVP.

v0.59b — Report freshness UI on the Report page

• Report page shows Current (matching revisions) or Update available (differing revisions).
• Manual Update report action on Report page triggers regeneration via /api/cases/overview.
• Duplicate prevention guard during in-flight update.
• No automatic regeneration.
• Explanation copy: "The investigation has changed since this report was generated."

v0.59c — Report freshness state surfaced on the Portfolio

• Portfolio surfaces Current / Update available alongside existing View report link.
• Derives freshness solely from revision provenance (investigationReport.generatedFromRevision === investigationRevision).
• Zero model calls during Portfolio render.
• No mutation of Investigation.
• No Update report action on the Portfolio — manual Report updating remains owned by the Report page.
• If no Report, neither freshness state is shown.

Semantic transitions that advance revision:

Episode Done (with content)          → +1
Re-open (resolved → unknown)         → +1
Finding proposition correction       → +1
Eligible → not_relevant              → +1
not_relevant → eligible (restore)    → +1
First meaningful change              → =1 (from initial 0)

Transitions that do NOT advance revision:

Autosave                             → 0
Report generation                    → 0
Hydration                            → 0 (reads value)
Empty proposition correction (no-op) → 0
null → null disposition (no-op)      → 0

Zero Open Questions milestone (v0.51)

When all unknowns are resolved and clarified questions exist: "You've now worked through all of the questions we surfaced. Would you like to see an overview of what we understand so far?" with "Review current understanding" button. This occupies the former Open Questions position. The invitation is a milestone, not a readiness/completion judgement.

Current Understanding refresh invariants

Reconstruct CU when canonical meaning or eligible evidence set changes — NOT when investigation/question status changes alone. Re-open ≠ change what we understand; Finding correction / Not Relevant / completed episode = change what we understand.

Persistence and Report ownership

• Canonical persistence owner: lib/storage/providers/local-storage.js (saveInvestigation / loadInvestigation). All routes read from the same snapshot.
• Report generation owner: Report page only (NOT ReasoningWorkspace, NOT Investigation page).
• localStorage key: confidence-engine-investigation (single canonical key — multi-investigation not yet implemented).
• Temporary identity: case-1. True multi-investigation persistence/identity is future work.
• Portfolio client hydration: Portfolio page uses 'use client' — initial pre-hydration empty state ≠ absence of persisted data. Always wait for hydrated semantic controls before classifying state.

MVP boundaries (v0.59b)

Implemented in MVP:

• visible Report freshness state (Current / Update available)
• explanation that the Investigation has changed since Report generation
• manual Update report action (user-triggered)
• no automatic regeneration
• duplicate prevention guard during in-flight update

Deferred beyond MVP:

• Report history
• retaining multiple Reports
• Report comparison
• modelling/preview comparison between Investigation revisions

Current development / verification constraints

• Canonical dev server at http://localhost:3000. Never start/stop/restart/probe it. If unavailable → BLOCKED and stop.
• Playwright MCP: use Run Playwright code with semantic locators for known controls. Snapshot refs ([ref=...]) are observational only.
• For async/hydration states: use waitFor({ state: 'visible', timeout }) — not arbitrary sleeps.
• If a prescribed semantic locator cannot find its control → STOP. No fallback to CSS/XPath/DOM traversal.
• Live freeze: once Playwright verification begins, no production file edits until evidence is captured and classified.
• Tests are instruments, not product truth. At first deterministic failure: classify PRODUCT vs APPARATUS failure, then stop. Do not enter test-harness repair loops.
• Mocked boundary ownership: if a lower-layer function is mocked, test the value crossing the seam — do not require the mock to reproduce real implementation.

Current limitations / genuinely open boundaries

Not yet implemented:

• Multi-investigation portfolio (search/tag/archive/group)
• Durable investigation identities beyond case-1
• Export/copy of Reports to Jira or external document
• Portfolio expansion beyond one canonical investigation
• Report history / comparison

Known boundaries:

• Current Understanding and Investigation Report are architecturally distinct artefacts. Plausible interpretations in the Report remain explicitly interpretive, not evidence.
• The ≤5 processing bound observed during development was an experimental apparatus constraint, NOT a product requirement. Six Open Questions surfacing is legitimate product output, not a formulation defect.
• Evidence discipline: what proves useful in live experimentation must be captured at provenance level, not as test diary entries that become operational constraints.

v0.60 — Multi-Investigation Storage Contract Decision

Completed on branch feature/multi-investigation-storage-v0.60. Bounded architecture/contract decision task following v0.60 audit. Zero production changes. Documentation-only decision checkpoint.

1. Contract ownership

Decision: lib/storage/investigation-storage.js is the application-facing persistence boundary. It defines the contract whose semantics (not just signatures) are immutable across provider implementations. Consumers import only from this module.

lib/storage/providers/local-storage.js remains one concrete provider implementation behind the contract, not an application import target.

Invariant: No consumer imports providers/local-storage directly.

2. Durable Investigation identity

Decision: Canonical Investigation carries a durable id field.

Property	Value
ID allocation owner	Application (not storage contract)
Allocation timing	On create new, before any persistence call
Mutable after creation	NO
Route [id] represents same identity	YES — direct round-trip: app sets → route reads → storage uses

3. Minimum contract operations — resolved in v0.60b

Four semantic operations. createEmptyInvestigation() does not belong to the storage contract (resolved below).

#	Operation	Input	Output	Product use
1	listInvestigations()	—	InvestigationSummary[] (lightweight)	Portfolio renders index/list
2	loadInvestigation(id)	durable ID string	Investigation | null	Investigation/Report page hydration
3	saveInvestigation(investigation)	full snapshot (with id already present)	void	Autosave, Report generation, all writes
4	restartInvestigation(id)	durable Investigation ID	void (reasoning state cleared)	"Restart this investigation"

Explicitly rejected: search, pagination, sorting, sync, merge, transactions, history, report versions, sharing, permissions, accounts. No existing product behaviour requires them.

---

3b. Investigation creation ownership — v0.60b resolution

Contract correction decision. The v0.60a contract contained a contradiction: Section 2 stated "ID allocation owner: Application" while Section 3 listed createEmptyInvestigation() as a storage operation producing { id: string }. These are incompatible models (application-owned identity vs. storage-owned creation). They cannot both be true.

Evidence from current product:

1. Create new behaviour today: Portfolio's "+ Create new investigation" is a <Link href="/investigations/case-1"> — a static navigation link with zero ID allocation and zero storage call. It navigates to the Investigation route which calls loadInvestigation(), receives null (no persisted data), and shows an empty ScenarioForm state. No empty Investigation is persisted on click.

2. First meaningful persistence event: scenario-form.jsx line 681 — after submitScenarioForStartCase returns successfully. The user has selected a scenario, submitted it, and the application receives a structured result. Only then does saveInvestigation() persist with real data (scenario + situationGraph + investigationRevision: 1). This is a domain-driven persistence boundary, not an identity-driven one.

3. No product requirement for empty-persisted Investigations: There is no current product behaviour that creates, displays, or expects empty persisted Investigations in Portfolio. The concept of persisting an abandoned start as a visible Portfolio item was asserted in v0.60a without product evidence.

4. No product requirement for storage to allocate identity: Current code uses hardcoded INVESTIGATION_ID = "case-1" in application code with no storage involvement in ID generation or allocation.

Decision: MODEL A wins — application-owned identity, deferred persistence.

• ID allocation owner: Application layer (not storage contract).
• When allocated: On user click of "+ Create new investigation", before navigation.
• First persistence: When the user produces meaningful Investigation state (scenario submitted) and saveInvestigation(investigation) is called — not on create-new click.
• Empty abandoned Investigation persisted: NO. No durable Investigation exists until meaningful state triggers save.
• Storage allocates identity: NO.

createEmptyInvestigation() does not belong in the storage contract. It never did — it was inconsistent with Section 2's "Application (not storage)" decision. The creation flow lives entirely at the application layer: app allocates durable ID → navigates to /investigations/{id} → user produces state → saveInvestigation(investigation) persists.

Create new investigation flow (corrected):

1. User clicks "+ Create new investigation" on Portfolio.
2. Application allocates a durable immutable ID (library/algorithm deferred).
3. Application navigates to /investigations/{id}.
4. User fills out ScenarioForm → submits → first meaningful saveInvestigation(investigation) persists the Investigation under its already-known ID. The Investigation becomes listable in Portfolio at that point.

Investigation properties (unchanged from v0.60a):

• Carries durable id: YES
• ID immutable: YES
• ID exists before first persistence: YES

Restart decision retained: YES — identity preserved, reasoning/report state cleared.**

4. Portfolio listing returns lightweight metadata

listInvestigations() returns summaries, not full snapshots. Minimum information:

• id — navigation target
• scenario (or title framing) — card text
• updatedAt — freshness display
• investigationRevision — revision metadata
• Report existence and generatedFromRevision — "Current" / "Update available" indicator

Full Investigation loads separately via loadInvestigation(id) on navigation.

5. Restart = reset reasoning state, NOT remove

Restart clears reasoning state (findings, questions, report) within the Investigation but preserves the Investigation's durable identity and container. The Investigation remains visible in Portfolio listing as a named item with cleared state.

A separate "Delete investigation" UI is not required by current MVP. Contract-level removeInvestigation(id) is acceptable for future use but has no product owner yet.

6. Create new investigation flow

User clicks "+ Create new investigation" → application allocates durable immutable ID (library/algorithm deferred) → navigates to /investigations/{id} → Investigation page loads, loadInvestigation(id) returns null (no persisted state yet) → ScenarioForm renders in empty-start mode → user fills scenario and submits → first meaningful state is captured → saveInvestigation(investigation) persists the full snapshot under its already-known ID → Investigation becomes listable in Portfolio. No empty Investigation is persisted at creation time.

7. localStorage ≠ contract

The storage contract accepts/returns domain-level Investigation objects keyed by id. How each provider maps those to its storage mechanism is implementation detail. Contract does not dictate key scheme, row schema, or collection structure.

8. Synchronization separate

Storage contract = persistence only. Not synchronization. No sync-specific fields (syncStatus, remoteId, dirtyFlags, lastSyncedAt) belong in the Investigation shape during this increment. Decisions here do not prevent future sync — the Investigation object carries its own durable ID sufficient for identity resolution.

v0.60c — Identity-Aware Investigation Storage Implementation

First production implementation increment of v0.60. Bounded capability: two independently addressable Investigations can be persisted and loaded through the storage contract.

What was implemented

• loadInvestigation(id) — accepts optional durable ID; selects by that identity when provided; returns null for unknown IDs
• saveInvestigation(investigation, id) — accepts optional durable ID; persists under provider-chosen key derived from id; does NOT allocate or replace the supplied ID
• clearInvestigation(id) — accepts optional durable ID; removes specific investigation by identity when provided

Representation chosen (internal to localStorage provider)

Each Investigation is stored as a separate top-level localStorage key:

confidence-engine-investigation:<durable-id>

e.g. confidence-engine-investigation:inv-abc123

This was the smallest sufficient representation because:

• Direct key lookup provides O(1) per-investigation access without needing an index
• No generic repository layer required — each key is independently addressable by its durable ID
• The two-Investigation proof requires independent storage and retrieval, which this achieves with zero indexes or aggregation

Representation is not exposed to callers — the contract does not reveal localStorage key structure.

Two-Investigation proof results (deterministic test)

Invariant	Result
saveInvestigation(A) persists A under A.id	✅ PASS
saveInvestigation(B) persists B independently under B.id	✅ PASS
saving B does not overwrite A	✅ PASS
loadInvestigation(A.id) returns A	✅ PASS
loadInvestigation(B.id) returns B	✅ PASS
loadInvestigation(unknownId) returns null	✅ PASS
saveInvestigation() does not invent/change supplied ID	✅ PASS

Singleton compatibility seam

• Existing consumers call loadInvestigation() and clearInvestigation() without an id argument — these continue via the legacy singleton path (canonical key + sessionStorage fallback)
• No caller was refactored in this increment
• The compatibility seam is: functions accept optional second parameter; when absent, behaviour matches pre-v0.60c singleton semantics
• case-1 is NOT introduced as canonical identity — it exists only in existing consumer route URLs and legacy data

Legacy migration

• No legacy singleton → new durable ID migration policy was invented
• Existing case-1 localStorage data continues to be served by the backward-compatible path
• Migration of existing consumers to the new identity-aware calls is deferred to a later increment

Production files changed

File	Purpose
lib/storage/providers/local-storage.js	Identity-aware storage contract implementation
tests/storage/investigation-storage.test.js	6 new targeted tests for v0.60c invariants

Next restart point

Migrate existing application callers to the identity-aware contract signatures:

1. [id]/page.jsx — pass route [id] to loadInvestigation(id)
2. [id]/report/page.jsx — pass route [id] to loadInvestigation(id) and saveInvestigation(..., id)
3. scenario-form.jsx — pass investigation ID through save calls
4. app/page.jsx — migrate Portfolio to use listInvestigations() (next increment)

v0.60d — Canonical Save Identity Contract

Problem: investigation-storage.js was a bare re-export (export { ... } from "./providers/local-storage.js"). It did not own semantic contract — whatever signatures the provider exposed were what consumers received. The provider accepted an independent explicit id argument that could silently override or compete with snapshot.id.

Decision: investigation-storage.js now owns the canonical identity contract. It wraps the provider with explicit semantics:

• Canonical save identity comes solely from investigation.id;
• investigation-storage.js owns application-facing semantics;
• localStorage provider remains implementation detail (never allocated ID, never changed it);
• Any remaining singleton compatibility behaviour is explicitly temporary — for unmigrated callers only.

Implementation:

Module	Role
lib/storage/investigation-storage.js	Application-facing boundary — owns identity contract
saveInvestigation(snapshot, explicitId)	Uses snapshot.id as sole save key when present; falls back to singleton path for unidentified legacy snapshots
loadInvestigation(id)	Passes raw id to provider (identity-aware) or singleton path (legacy)
lib/storage/providers/local-storage.js	Concrete localStorage implementation — unchanged, representation remains private

Test: 7 new deterministic tests in tests/storage/investigation-storage.test.js under describe block "v0.60d canonical identity" prove:

1. Identified snapshot persists under its own id key (not CANONICAL_KEY)
2. Load by same id round-trips correctly
3. Provider does not invent or replace the supplied ID
4. Explicit competing id argument is silently ignored when snapshot has an id
5. Two identified investigations (A/B) remain independently addressable
6. Unknown ID returns null
7. Unidentified legacy snapshots still fall back to CANONICAL_KEY

Status: UI/routes are not migrated. All existing callers continue via the singleton compatibility path (they call saveInvestigation({ ... }) with no explicit second parameter, and their snapshots carry no id field). No production caller was modified in this increment.

v0.60e — Route-Owned Investigation Identity

Purpose: Migrate the Investigation page route to own durable investigation identity via its route [id] segment, passing that ID through to ScenarioForm for hydration and persistence without migrating legacy singleton data or changing Portfolio/Report behaviour.

What was implemented

File	Change
app/investigations/[id]/page.jsx	Removed hardcoded INVESTIGATION_ID = "case-1" constant; route [id] param extracted as routeId via params.id; loadInvestigation(routeId) loads by route identity; investigationId={routeId} passed to ScenarioForm in both branch paths; report navigation uses routeId.
components/scenario-form.jsx	Added investigationId prop; session restore calls loadInvestigation(investigationId) when provided; all 4 save call sites include id: investigationId in snapshot (autosave effect, start-case submit, update-case submit, report overview autosave).

Contract crossings verified by deterministic test

• Owning test files: tests/storage/scenario-form-persistence.test.js (11 tests) + tests/storage/investigation-storage.test.js (23 tests, including v0.60d canonical identity section)
• All 34 tests pass on first run; no reruns required

Verified behaviour

• Route ID is passed from [id]/page.jsx into ScenarioForm as investigationId: YES
• Missing identified Investigation (loadInvestigation("v060e-live") → null) starts clean: YES
• Legacy singleton fallback used: NO — no backward-compat load was needed; the route ID was absent from storage
• First meaningful saved snapshot carries route ID: YES (all 4 save sites inject id: investigationId)
• Subsequent save identity preserved: YES (storage layer uses snapshot.id as sole identity authority)
• Storage provider changed: NO — only investigation-storage.js wrapper, already-proved in v0.60d

Portfolio

Not migrated. app/page.jsx retains hardcoded INVESTIGATION_ID = "case-1". Create New navigation to a durable-ID route is later work.

Report

Not migrated. app/investigations/[id]/report/page.jsx untouched. Remains a later caller migration increment.

Restart

Untouched in this increment. All clearInvestigation() calls remain without an id argument (legacy singleton path). If identity-aware restart is needed, the next increment should pass investigationId through those clear calls.

v0.60f — Allocate Investigation Identity on Create New

Purpose: Replace the Portfolio's "+ Create new investigation" static link (/investigations/case-1) with an application-owned durable ID allocation that navigates to /investigations/{id} without persisting any empty Investigation.

What was implemented

File	Change
app/page.jsx	Changed "+ Create new investigation" from <Link href="/investigations/case-1"> to a <button> with onClick handler: allocates opaque ID via crypto.randomUUID(), navigates via useRouter().push(/investigations/${id}). INVESTIGATION_ID constant retained only for the existing card's "Continue investigation" and "View report" links (not migrated).
tests/ui/investigation-overview-ui.test.jsx	Added file-level vi.mock("next/navigation") using shared mutable pushRef object; added cryptoRandomUUID mock via Object.defineProperty(global, "crypto"). New test in "Portfolio page" describe block verifies: Create New activation calls crypto.randomUUID(), navigates to /investigations/11111111-2222-4333-8444-555555555555 (deterministic mock), and does NOT call saveInvestigation.

Contract crossings verified by deterministic test

• Create New allocates fresh ID: YES (crypto.randomUUID() called once)
• Navigation uses generated ID: YES (router.push("/investigations/11111111-..."))
• No saveInvestigation during creation: YES (storage mock was not invoked)
• Control is a <button>, not a <Link>: YES (semantically correct — href cannot be static when ID is allocated at activation time)

Verified behaviour

• Create New navigates to /investigations/{UUID}: YES
• Generated ID does not equal case-1: YES
• Resulting Investigation route starts clean (no persisted data): YES (route calls loadInvestigation(id) → null)
• Clean scenario-start state visible on arrival: YES (ScenarioForm textbox present, empty)
• Empty Investigation persisted on Create New click: NO (only allocation + navigation — no persistence)

Portfolio scope bounded

• Card "Continue investigation" / "View report" links still use INVESTIGATION_ID = "case-1": unchanged (not migrated in this increment)
• No portfolio listing changes, search, sorting, pagination, or delete: not implemented
• Report route untouched: not migrated

Production files changed

File	Purpose
app/page.jsx	Replace static href with dynamic UUID allocation + client-side navigation
tests/ui/investigation-overview-ui.test.jsx	Add useRouter mock (shared mutable reference) + Create New deterministic test

Next restart point

Next increment: migrate Portfolio card links ("Continue investigation", "View report") to use the first existing Investigation's durable ID — or migrate Portfolio to listInvestigations() with the four-operation storage contract. Do not proceed until both are addressed.

v0.60g1 — List Investigation Summaries

Purpose: The previous v0.60g stalled attempt was discarded. This increment cleanly implements only the listInvestigations() storage contract: durable-ID listing returning lightweight summaries, excluding legacy/unrelated state.

What was implemented

File	Change
lib/storage/providers/local-storage.js	Added listInvestigations() — enumerates provider records by prefix match, parses each record, projects lightweight summary (explicitly excludes situationGraph, findings, investigationReport), sorts by updatedAt descending
lib/storage/investigation-storage.js	Imported and re-exported listInvestigations as the application-facing public API
tests/storage/investigation-storage.test.js	8 new deterministic tests covering all listing invariants; fixed MockStorageMap to implement .length and .key(i) for WebStorage API compatibility

Listing contract details

• Operation: listInvestigations() — no arguments, returns InvestigationSummary[]
• Summary fields (explicitly projected): id, scenario, updatedAt, investigationRevision, reportExists, reportGeneratedFromRevision
• Excluded fields: situationGraph, findings, full investigationReport, reasoning history, Open Questions, graph nodes
• Records included: only keys matching INVESTIGATION_PREFIX (durable-ID entries)
• Records excluded: legacy singleton (confidence-engine-investigation), sessionStorage state, unrelated keys, malformed entries
• Ordering: updatedAt descending (most recent first); deterministic fallback by id for equal timestamps
• Malformed handling: skip silently — one malformed entry never blocks valid records

Deterministic test evidence (8 tests, all pass on first run)

Invariant	Result
Two durable-ID Investigations coexist → 2 summaries	✅ PASS
Each summary carries correct durable ID	✅ PASS
Lightweight projection: portfolio fields present, payload fields absent	✅ PASS
Legacy singleton excluded from listing	✅ PASS
Unrelated localStorage key excluded	✅ PASS
Independent update preserves other Investigation	✅ PASS
Deterministic ordering by updatedAt descending	✅ PASS
Malformed durable-ID entry skipped, valid records still listed	✅ PASS

Portfolio scope bounded

• Portfolio has NOT been migrated to consume listInvestigations() — that is v0.60g2
• app/page.jsx unchanged from v0.60f
• No rendering or interactive behaviour changes

Production files changed

File	Purpose
lib/storage/providers/local-storage.js	Provider implements record enumeration + lightweight projection
lib/storage/investigation-storage.js	Application-facing wrapper re-exports listing operation
tests/storage/investigation-storage.test.js	8 new listing contract tests; MockStorageMap WebStorage API fix

Next restart point

v0.60g2: Migrate Portfolio to consume listInvestigations() for collection rendering — replace the hardcoded singleton card with a rendered list of Investigation summaries.

Smallest next increment: implement the four-operation storage contract in lib/storage/investigation-storage.js as a re-export of a provider-backed interface whose signatures accept/return domain Investigation objects keyed by durable ID — without committing to any specific localStorage or database representation. This means defining the exported function signatures and the Investigation shape that flows through them, while deferring key scheme, row schema, and collection structure to a later implementation decision.

v0.60g2 — Render Investigation Portfolio

Purpose: Migrate Portfolio to consume listInvestigations() for collection rendering — replace the hardcoded singleton card with a rendered list of Investigation summaries.

What was implemented

File	Change
app/page.jsx	Portfolio consumes listInvestigations() instead of legacy singleton; renders investigation cards from the persisted list; Create New allocates durable ID via crypto.randomUUID() + navigates to /investigations/{id}
tests/ui/v060g2-portfolio-collection.test.jsx	Dedicated UI test covering: two distinct Investigations persist independently → Portfolio lists both → cards show correct IDs/scenarios/freshness → Create New allocates ID and navigates

Deterministic evidence

• Test file: tests/ui/v060g2-portfolio-collection.test.jsx
• First run result: 24/24 PASS (no reruns)
• Build: PASS

Live verification

Rob manually verified: created a second genuine durable-ID Investigation → returned to Portfolio → two distinct persisted Investigation cards visible → Create New visible → no case-1 card presentation.

Known defect discovered during live verification

A separate pre-existing Report identity defect was discovered during live verification of v0.60g2. The Report route does not read its [id] parameter — it calls loadInvestigation() without an ID and therefore reads the legacy singleton path, which returns null for durable-ID Investigations. This is classified as:

PRIMARY CLASSIFICATION: A — REPORT IDENTITY DEFECT

This defect will be addressed in a separate increment (v0.60h). It is NOT caused by empty-Done semantics.

Next restart point

v0.60h: Migrate Report route to use route [id] for all identity operations (initial load, generation, update). Preserve existing v0.58/v0.59 Report lifecycle and freshness semantics. This is an identity migration only — no Report redesign.

v0.60h — Report Route Identity Migration

Purpose: Fix the Report route's two unscoped loadInvestigation() calls so it reads by route [id] instead of the legacy singleton path. Preserve all existing v0.58/v0.59 Report lifecycle and freshness semantics.

What was implemented

File	Change
app/investigations/[id]/report/page.jsx	Extract routeId from params.id; both loadInvestigation() calls scoped to routeId; "Back to investigation" link uses dynamic /investigations/${routeId}; save spreads snapshot carrying id (identity preserved by existing v0.60d contract)
tests/ui/investigation-overview-ui.test.jsx	Enhanced storage mock to capture loadInvestigation(id) argument and saveInvestigation(snapshot) argument; added listInvestigations: () => [] mock (pre-existing apparatus gap); 5 new identity assertions in "Report route identity — v0.60h" describe block

Deterministic evidence

• Owning test file: tests/ui/investigation-overview-ui.test.jsx
• Identity assertions (new):
  • inv-a identified load + first generation: PASS (load called with "inv-a", fetch POST count = 1, saved snapshot retains id="inv-a", generatedFromRevision = investigationRevision)
  • existing report for inv-b renders without generation: PASS (load called with "inv-b", zero overview calls)
  • manual update reloads by same id and saves back: PASS (load called with "inv-c" after update click, save retains "inv-c", generatedFromRevision updated)
  • existing report hydration retains zero-call behaviour: PASS (no overview call when revisions match)
  • generation failure preserves existing Report: PASS (no partial persist on failure)
• Existing Report lifecycle tests (unchanged): All 10 PASS — no regression from identity migration
• Pre-existing apparatus gaps: 15 failures in Portfolio/restart sections due to listInvestigations mock gap (unrelated to v0.60h; pre-existing from v0.60g2)

Identity mechanism

• Route params prop (params.id) → routeId (string or empty fallback)
• loadInvestigation(routeId) — initial hydration + manual update
• saveInvestigation({ ...snapshot, investigationReport }) — identity preserved by snapshot spread; storage layer uses snapshot.id per v0.60d contract
• "Back to investigation" link → /investigations/${routeId} (dynamic)

Product files changed

File	Scope
app/investigations/[id]/report/page.jsx	Route identity migration only (3 load/save scopes + 1 link update)
tests/ui/investigation-overview-ui.test.jsx	Mock enhancement (load/save argument capture, listInvestigations stub) + 5 identity assertions

NOT changed

• Report generation logic
• Overview API semantics
• Empty-Done semantics
• Findings workflow
• Storage contract (investigation-storage.js, local-storage.js)
• Portfolio/ScenarioForm/SituationGraph

---

v0.60h-a — Clean deterministic verification of Report identity migration

Purpose: Isolate the contaminated v0.60h deterministic test evidence into a dedicated file, proving that Report identity assertions pass cleanly without unrelated Portfolio/restart apparatus failures.

Why this exists: The original v0.60h deterministic run targeted tests/ui/investigation-overview-ui.test.jsx (mixed file) and produced 15/15 unrelated Portfolio/restart failures due to shared mutable mocks — not Report defects. Under experiment discipline, this should have been classified as APPARATUS FAILURE with the v0.60h implementation left intact (which it was).

What was done: Created tests/ui/v060h-report-identity.test.jsx — a dedicated file containing only Report page assertions, isolated from Portfolio/restart test apparatus.

Item	Value
Source mixed test inspected	tests/ui/investigation-overview-ui.test.jsx (Report route identity describe block at line 497)
Dedicated Report test	tests/ui/v060h-report-identity.test.jsx
Report assertions isolated	A (route identity on load), B (existing report no generation), C (first-gen with findings=[]), D (manual update), E (generation failure), F (update failure) — 6 tests total
Portfolio rendered/imported	NO
Restart behaviour included	NO
Storage provider imported	NO
localStorage used	NO (only as implementation detail of mock setup, not in assertions)
Module-cache manipulation used	NO

Isolation apparatus

Category	What is included	What is excluded
Mocks	loadInvestigation(id), saveInvestigation(snapshot), listInvestigations(), clearInvestigation()	None beyond storage contract
Fixture	Minimal identified Investigation with id: "inv-report-a", valid situationGraph, empty findings	No Findings, no re-open workflow
Route id	Fixed: "inv-report-a" (not dynamic UUIDs, not case-1)	No random discovery, no shared mutable refs

Deterministic evidence

Invariant	Result
First run isolated command	npx vitest run tests/ui/v060h-report-identity.test.jsx
6/6 Report assertions PASS on first run	YES
No reruns required	YES
Production files changed	NO
Build run	NO
Playwright / model / server activity	NONE

Assertions proven

Category	Assertion	Result
A	loadInvestigation("inv-report-a") on initial load	PASS
B	Existing report renders without new overview POST	PASS
C	First generation: exactly one POST, snapshot id === "inv-report-a", generatedFromRevision === 4	PASS
D	Manual update reloads same id, saves back with updated revision	PASS
E	Generation failure preserves existing (no partial save)	PASS
F	Update failure preserves existing report	PASS

Classification: PASS

v0.60h production implementation now has uncontaminated deterministic evidence for durable Report identity and the established Report lifecycle.

• v0.60h production commit remains 2af5971 (untouched)
• Original v0.60h deterministic evidence was contaminated by unrelated mixed-file Portfolio/restart failures
• v0.60h-a introduced dedicated Report-only deterministic test
• Exact isolated command npx vitest run tests/ui/v060h-report-identity.test.jsx passed on its first run (6/6)
• Report identity/lifecycle is now cleanly verified independently of Portfolio/restart apparatus

NOT proven by this verification

• All UI tests pass
• Portfolio/restart mixed apparatus is repaired
• The entire Vitest suite passes
• Empty-Done semantics were retested end-to-end

---

v0.60j — Semantic Restart within Investigation Container

Purpose: Implement restartInvestigation(id) that preserves the durable Investigation container (id, scenario) while clearing all reasoning/report state. Migrate Portfolio and ScenarioForm Restart callers from clearInvestigation() to restartInvestigation(investigationId).

What was implemented

File	Change
lib/storage/providers/local-storage.js	Added restartInvestigation(id) — preserves id/scenario/schemaVersion; resets situationGraph→null, selectedQuestion→null, summary→null, focusedContributions→[], findings→[], investigationReport→null, investigationRevision→0, updatedAt→new ISO
lib/storage/investigation-storage.js	Imported and re-exported restartInvestigation; added semantic contract doc (missing id → no-op, no singleton fallback)
app/page.jsx	Portfolio card Restart: replaced clearInvestigation(summary.id) with restartInvestigation(summary.id) — preserves container, clears reasoning
components/scenario-form.jsx	Three callers migrated: ReasoningWorkspace onRestart, ContinueLaterBanner onRestart, "Start new investigation" button — all call restartInvestigation(investigationId) instead of clearInvestigation()

Deterministic evidence

• Storage tests: 44/44 PASS (investigation-storage.test.js)
• UI contract tests: 7/7 PASS (v060j-restart-contract.test.jsx)
• Exact command: npx vitest run tests/storage/investigation-storage.test.js tests/ui/v060j-restart-contract.test.jsx
• First run result: 51/51 PASS, no reruns

Semantic contract of restartInvestigation(id)

Preserved (container-level): id, scenario, schemaVersion Reset: situationGraph→null, selectedQuestion→null, summary→null, focusedContributions→[], findings→[], investigationReport→null, investigationRevision→0, updatedAt→new timestamp

Portfolio caller migrated

• Portfolio Restart confirmation dialog → restartInvestigation(summary.id) ✓
• No longer calls clearInvestigation() ✓
• Card id passed correctly (inv-a, inv-b verified by UI test)

ScenarioForm three callers migrated

Path	Location	Contract	Observability
1 — ReasoningWorkspace onRestart	line ~949	restartInvestigation(investigationId)	Source-inspected (PATH 1 NOT DIRECTLY OBSERVABLE IN BOUNDED APPARATUS)
2 — ContinueLaterBanner onRestart	line ~971	restartInvestigation(investigationId)	Directly exercised by UI test
3 — "Start new investigation" button	line ~979	restartInvestigation(investigationId)	Directly exercised by UI test

UI apparatus

• ScenarioForm direct caller assertions added: YES (2 directly observable via ContinueLaterBanner and StartNew buttons)
• ReasoningWorkspace onRestart confirmed by bounded source inspection
• No localStorage used, no provider imported, no module-cache manipulation
• All mocks at application-facing boundary only

Live verification (accepted)

• same Portfolio card remained
• same durable ID remained
• same scenario remained
• second Investigation unaffected
• old reasoning state absent
• clean Analyse state visible
• no model call caused by Restart

v0.60 is structurally complete

No remaining current production identity migration is known. v0.60 is structurally complete.

The established multi-Investigation architecture:

Portfolio
→ durable-ID Investigation collection

Create New
→ allocate crypto.randomUUID()
→ navigate to /investigations/{id}
→ no empty Investigation persisted

Investigation route
→ route [id] owns Investigation identity

ScenarioForm
→ hydrates by durable ID
→ saves identified snapshots

Report route
→ loads/saves by route [id]

Restart
→ preserves Investigation container/id/scenario
→ clears reasoning/Report state
→ leaves other Investigations untouched

v0.60 result: STRUCTURALLY COMPLETE.

Acceptance evidence

• case-1 production dependencies: 0
• current production unscoped load dependencies: 0
• current production unidentified save dependencies: 0
• current user-facing clear/delete Restart callers: 0
• Portfolio navigation: durable-ID owned
• Report navigation/persistence: durable-ID owned
• legacy singleton compatibility: still present internally, unused by current product, non-blocking deferred cleanup

Investigation culmination semantics

Report is the point-in-time culmination of an Investigation.

The flow:

Open Questions investigated
→ user chooses Done for now
→ question parked
→ graph reconsidered
→ Current Understanding regenerated
→ user chooses what to investigate next
→ eventually zero Open Questions
→ milestone invitation
→ "Review current understanding"
→ /investigations/{id}/report

There is NO active intermediate overview/review surface between "Review current understanding" and Report. The control performs direct route navigation.

Report represents: Situation, What we understand, What remains plausible when applicable. It does NOT represent a decision recommendation, confidence score, readiness judgement, or proof that the user should act.

The user retains ownership of whether the understanding is sufficient, whether to act, whether to return to the Investigation, whether to re-open and investigate further.

Report provenance remains: generatedFromRevision against investigationRevision, so a Report can later become "Update available" without ceasing to be the valid point-in-time Report generated from its earlier Investigation revision.

Zero Open Questions ("You've now worked through all of the questions we surfaced") means: the currently surfaced Open Questions have been worked through. It does NOT mean: the user's decision is complete, sufficient confidence, or ready to act. The Engine facilitates the culmination. The user owns what that culmination means for their decision/action.

Report is the established Investigation culmination. No further product boundary is selected.

v0.61 — Direct Initial-Decomposition Apparatus

Status: v0.61 Experiment 1 produced B ("USEFUL BUT MATERIAL UNCERTAINTY LOST"). This apparatus task was executed to establish direct initial-decomposition invocation for subsequent semantic experiments.

Canonical production seam

The existing route /api/cases/start is directly suitable for curl/Postman/Claude experimentation:

┌───────────┐    POST /api/cases/start     ┌──────────────┐
│ Scenario   │ ───────────────────────────► │ startCase()  │
│ text (req) │   { scenario, promptVersion? } │              │
│             │                              │ analyseScenario │
│             │                              │ buildInitialGraph │
│             │                              │ selectUnknown  │
└────────────┘                              └──────────────┘

No browser state required. No Investigation ID required by the route itself. The route accepts scenario string directly and invokes the full production reasoning path (analyseScenario → buildInitialGraph → determineGraphBackedQuestion).

Direct curl/Postman contract (Rob)

Method: POST URL: http://localhost:3000/api/cases/start Content-Type: application/json

Request body schema:

{
  "scenario": "<your scenario text here>",
  "promptVersion": "v0.2"
}

• scenario (required): string, 1–10000 characters
• promptVersion (optional): "v0.1" or "v0.2" (defaults to "v0.2")

Response shape (success):

{
  "success": true,
  "summary": "<reconstruction summary>",
  "situationGraph": { /* full graph with nodes/edges/reasoningState */ },
  "selectedQuestion": { "id": "...", "question": "...", "reasoningPattern": "..." },
  "diagnostics": { /* decompositionApplied, questionComplexityAssessment, etc. */ },
  "assessment": { "phase": "...", "progress": "..." },
  "modelName": "qwen-claude:latest",
  "responseDurationMs": 3210,
  "validationStatus": "valid",
  "promptVersion": "v0.2"
}

Response shape (failure):

{
  "success": false,
  "error": "<message>",
  "statusCode": 400|500|502,
  "validationErrors": [...],
  "analysisErrors": [...],
  "diagnostics": {...}
}

Claude apparatus

Needed: YES — a thin CJS helper exists for repeated controlled experiments.

Path: scripts/start-case-experiment-helper.cjs Command:

node scripts/start-case-experiment-helper.cjs "<scenario text>"

or

node scripts/start-case-experiment-helper.cjs --file scenario.json

Input: scenario string (positional arg or JSON file with { "scenario": "..." }) Output: structured JSON to stdout (success fields + endToEndElapsedMs) Retries: NO — single call, no retry logic Canonical production logic duplicated: NO — imports startCase from lib/graph/orchestrator.js, exercises identical code path

Deterministic zero-live-call verification

Check	Source	Result
Input reaches startCase seam	tests/app/api/cases-start-route.test.js:15	PASS (mocked analyseScenario verified)
Output passed through correctly	tests/start-case-summary.test.js:81	PASS (exact summary field round-trip)
Execution failure returns 400/5xx	tests/app/api/cases-start-route.test.js:55,79	PASS
Malformed JSON returns 500	tests/app/api/cases-start-route.test.js:100	PASS
No retry occurs	source inspection (single await)	CONFIRMED
Schema validation present	lib/graph/schema.js:202-205	Zod enforced

Live model calls: ZERO Build: NOT required (scripts/test only, no production code changes) Playwright: NOT used (decomposition-only experiments do not require browser instrumentation)

Browser state investigation

Question	Answer
Does the route mutate persistence?	NO — persistence is handled by ScenarioForm caller AFTER receiving result
Does it require an Investigation ID?	NO — route accepts scenario text directly; id comes from UI caller's state
Does it depend on browser localStorage?	NO — pure HTTP JSON exchange
Does it require any browser-only state?	NO

Decision: direct curl/Postman suitable = YES

Why: The /api/cases/start route is a thin layer (19 lines) over startCase() that validates input via Zod, calls the production function, and returns structured results. No browser state, no persistence side effects, no unrelated mutations. Identical behaviour to what ScenarioForm exercises in production.

Playwright posture for v0.61 experiments

• Playwright NOT default for decomposition-only semantic experiments (apparatus reaches production reasoning path via direct import or HTTP)
• Playwright REMAINS required when the experiment concerns visible/browser behaviour, UI state transitions, or localStorage hydration

Next restart point

v0.60 is complete. Report is established as the culmination of an Investigation. No next product boundary is currently selected. Begin the next session by choosing the next unresolved user/product reasoning boundary from current product behaviour and founding principles, rather than continuing storage migration or assuming an old backlog item is next.

Consult docs/design-evolution/README.md for progressive loading of product reasoning and provenance chronology; load the relevant chapter only when a specific historical question requires it.

The current handoff captures all operational facts needed to resume today. For historical decisions, experiment evidence, or methodology evolution — consult the design evolution archive index or task-context packs as appropriate.

Provenance pointers

Need	Read
Product evolution v0.51–v0.58	docs/design-evolution/README.md (progressive loading)
Methodology / Return-to-Origin axioms	docs/current-working-principles.md §0 (A1–A12)
Architecture guardrails	.claude/architecture-guardrails.md
Task routing by work type	docs/task-context-packs.md
Broader architectural intent	docs/architectural-principles.md
Experiment history (specific)	docs/design-evolution/README.md → relevant chapter