tighten implementation planning traceability
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@ -8,10 +8,12 @@ The architecture reviews in `docs/plans/` and research reports in `docs/research
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Use this precedence order when planning or implementing phase work:
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1. Beads issue
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2. Phase document in `docs/implementation/`
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3. Architecture plan in `docs/plans/`
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4. Research report in `docs/research-docs/`
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1. Current Beads issue
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2. Referenced phase document under `docs/implementation/`
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3. Architecture plan under `docs/plans/`
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4. Research report under `docs/research-docs/`
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This repository uses `docs/research-docs/` for research reports; `docs/research/` is not present.
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Research reports provide rationale and useful constraints. They do not add active implementation scope unless that scope is explicitly pulled into a phase document and Beads issue.
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@ -46,16 +48,16 @@ This is the intended MVP ordering. Future calibration phases sit after the MVP c
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| Order | Phase | Beads issue | Blocks next because |
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| ---: | --- | --- | --- |
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| 1 | Synthetic deterministic spine | `islandflow-259.1` | The smart-flow vocabulary needs stable raw event/provenance assumptions. |
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| 2 | Smart-flow contracts and vocabulary | `islandflow-zxh.1` | Synthetic manifests should target the eventual evidence/hypothesis language. |
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| 3 | Synthetic manifests, fixtures, and CLI | `islandflow-259.2` | Evidence clustering needs deterministic fixtures before broad behavior changes. |
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| 4 | Smart-flow evidence clustering and features | `islandflow-zxh.2` | Scenario labels need the evidence vocabulary they are expected to exercise. |
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| 5 | Synthetic scenarios, labels, and expected outputs | `islandflow-259.3` | Hypothesis scoring needs labeled positive, negative, and abstention cases. |
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| 6 | Smart-flow hypothesis scoring and abstention | `islandflow-zxh.3` | Synthetic replay integration should validate the derived hypothesis pipeline. |
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| 7 | Synthetic replay integration | `islandflow-259.4` | Smart-flow golden tests need replayable synthetic runs. |
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| 8 | Smart-flow replay evaluation and golden tests | `islandflow-zxh.4` | Demos should wait until replay proves the semantics. |
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| 9 | Synthetic demo and load profiles | `islandflow-259.5` | API/UI explainability should show stable, named, deterministic runs. |
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| 10 | Smart-flow API/UI explainability | `islandflow-zxh.5` | This is the final MVP presentation layer after the evidence pipeline is validated. |
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| 1A | Synthetic deterministic spine | `islandflow-259.1` | Establishes seeded raw event generation and provenance assumptions for later synthetic work. |
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| 1B | Smart-flow contracts and vocabulary | `islandflow-zxh.1` | Can safely run in parallel with synthetic phase 01; defines evidence/hypothesis language before scoring work. |
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| 2 | Synthetic manifests, fixtures, and CLI | `islandflow-259.2` | Evidence clustering needs deterministic fixtures before broad behavior changes. |
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| 3 | Smart-flow evidence clustering and features | `islandflow-zxh.2` | Scenario labels need the evidence vocabulary they are expected to exercise. |
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| 4 | Synthetic scenarios, labels, and expected outputs | `islandflow-259.3` | Hypothesis scoring needs labeled positive, negative, and abstention cases. |
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| 5 | Smart-flow hypothesis scoring and abstention | `islandflow-zxh.3` | Synthetic replay integration should validate the derived hypothesis pipeline. |
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| 6 | Synthetic replay integration | `islandflow-259.4` | Smart-flow golden tests need replayable synthetic runs. |
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| 7 | Smart-flow replay evaluation and golden tests | `islandflow-zxh.4` | Demos should wait until replay proves the semantics. |
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| 8 | Synthetic demo and load profiles | `islandflow-259.5` | API/UI explainability should show stable, named, deterministic runs. |
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| 9 | Smart-flow API/UI explainability | `islandflow-zxh.5` | This is the final MVP presentation layer after the evidence pipeline is validated. |
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## Future Work
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@ -23,7 +23,7 @@ The research documents are background and rationale only. Scope comes from the B
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| Phase | Beads issue | Depends on | Purpose |
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| --- | --- | --- | --- |
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| 01 - Contracts and vocabulary | `islandflow-zxh.1` | `islandflow-259.1` | Define evidence/hypothesis/insight contracts and retire canonical overconfidence. |
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| 01 - Contracts and vocabulary | `islandflow-zxh.1` | None; safe parallel with `islandflow-259.1` | Define evidence/hypothesis/insight contracts and retire canonical overconfidence. |
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| 02 - Evidence clustering and features | `islandflow-zxh.2` | `islandflow-259.2` | Extract eligibility, evidence facts, clusters, and traceable features. |
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| 03 - Hypothesis scoring and abstention | `islandflow-zxh.3` | `islandflow-259.3` | Score cautious hypotheses and represent abstention/alternatives. |
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| 04 - Replay evaluation and golden tests | `islandflow-zxh.4` | `islandflow-259.4` | Validate derived outputs through deterministic replay and golden fixtures. |
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@ -12,6 +12,7 @@ The current system has useful infrastructure but overconfident domain names. Bef
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- Architecture plan: [`docs/plans/smart-flow-architecture-review.md`](../../plans/smart-flow-architecture-review.md)
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- Research report: [`docs/research-docs/smart-flow-market-mechanics.md`](../../research-docs/smart-flow-market-mechanics.md)
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- Research architecture review copy: [`docs/research-docs/smart-flow-architecture-review.md`](../../research-docs/smart-flow-architecture-review.md)
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These documents are rationale, not added scope. This phase implements only vocabulary, contracts, versioning, and compatibility notes.
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@ -27,7 +28,7 @@ These documents are rationale, not added scope. This phase implements only vocab
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## Dependencies on earlier phases
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- `islandflow-259.1` - Synthetic deterministic spine, so contract work can align with canonical raw event and provenance assumptions.
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None. This phase can safely run in parallel with `islandflow-259.1`; align on the existing canonical raw market event contracts and provenance assumptions, but do not wait for synthetic package implementation.
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## Likely files/modules touched
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@ -12,6 +12,7 @@ Contracts alone do not change behavior. This phase gives the system a clean evid
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- Architecture plan: [`docs/plans/smart-flow-architecture-review.md`](../../plans/smart-flow-architecture-review.md)
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- Research report: [`docs/research-docs/smart-flow-market-mechanics.md`](../../research-docs/smart-flow-market-mechanics.md)
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- Research architecture review copy: [`docs/research-docs/smart-flow-architecture-review.md`](../../research-docs/smart-flow-architecture-review.md)
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These documents are rationale, not added scope. This phase implements only eligibility, evidence facts, clustering, and traceable features.
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@ -12,6 +12,7 @@ Scoring should wait until the system can represent evidence clearly and syntheti
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- Architecture plan: [`docs/plans/smart-flow-architecture-review.md`](../../plans/smart-flow-architecture-review.md)
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- Research report: [`docs/research-docs/smart-flow-market-mechanics.md`](../../research-docs/smart-flow-market-mechanics.md)
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- Research architecture review copy: [`docs/research-docs/smart-flow-architecture-review.md`](../../research-docs/smart-flow-architecture-review.md)
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These documents are rationale, not added scope. This phase implements only cautious hypothesis scoring, alternatives, penalties, and abstention.
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@ -12,6 +12,7 @@ Replay evaluation should come after synthetic replay can select stable runs and
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- Architecture plan: [`docs/plans/smart-flow-architecture-review.md`](../../plans/smart-flow-architecture-review.md)
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- Research report: [`docs/research-docs/smart-flow-market-mechanics.md`](../../research-docs/smart-flow-market-mechanics.md)
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- Research architecture review copy: [`docs/research-docs/smart-flow-architecture-review.md`](../../research-docs/smart-flow-architecture-review.md)
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- Synthetic research report: [`docs/research-docs/synthetic-market-data-generation.md`](../../research-docs/synthetic-market-data-generation.md)
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These documents are rationale, not added scope. This phase implements only deterministic replay evaluation and compact golden tests.
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@ -12,6 +12,7 @@ The presentation layer should wait until contracts, evidence, scoring, and repla
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- Architecture plan: [`docs/plans/smart-flow-architecture-review.md`](../../plans/smart-flow-architecture-review.md)
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- Research report: [`docs/research-docs/smart-flow-market-mechanics.md`](../../research-docs/smart-flow-market-mechanics.md)
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- Research architecture review copy: [`docs/research-docs/smart-flow-architecture-review.md`](../../research-docs/smart-flow-architecture-review.md)
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These documents are rationale, not added scope. This phase implements only API, websocket, and UI explainability surfaces for validated outputs.
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@ -12,6 +12,7 @@ The architecture should leave room for calibration, but calibration should not b
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- Architecture plan: [`docs/plans/smart-flow-architecture-review.md`](../../plans/smart-flow-architecture-review.md)
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- Research report: [`docs/research-docs/smart-flow-market-mechanics.md`](../../research-docs/smart-flow-market-mechanics.md)
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- Research architecture review copy: [`docs/research-docs/smart-flow-architecture-review.md`](../../research-docs/smart-flow-architecture-review.md)
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These documents are rationale, not added scope. This future phase is the place to turn research ideas into scoped calibration work after MVP.
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@ -486,7 +486,7 @@ tr:last-child td { border-bottom: 0; }
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<div class="table-wrap"><table>
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<thead><tr><th>Phase</th><th>Beads issue</th><th>Depends on</th><th>Purpose</th></tr></thead>
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<tbody>
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<tr><td>01 - Contracts and vocabulary</td><td><code>islandflow-zxh.1</code></td><td><code>islandflow-259.1</code></td><td>Define evidence/hypothesis/insight contracts and retire canonical overconfidence.</td></tr>
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<tr><td>01 - Contracts and vocabulary</td><td><code>islandflow-zxh.1</code></td><td>None; safe parallel with <code>islandflow-259.1</code></td><td>Define evidence/hypothesis/insight contracts and retire canonical overconfidence.</td></tr>
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<tr><td>02 - Evidence clustering and features</td><td><code>islandflow-zxh.2</code></td><td><code>islandflow-259.2</code></td><td>Extract eligibility, evidence facts, clusters, and traceable features.</td></tr>
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<tr><td>03 - Hypothesis scoring and abstention</td><td><code>islandflow-zxh.3</code></td><td><code>islandflow-259.3</code></td><td>Score cautious hypotheses and represent abstention/alternatives.</td></tr>
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<tr><td>04 - Replay evaluation and golden tests</td><td><code>islandflow-zxh.4</code></td><td><code>islandflow-259.4</code></td><td>Validate derived outputs through deterministic replay and golden fixtures.</td></tr>
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@ -529,6 +529,7 @@ tr:last-child td { border-bottom: 0; }
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<ul>
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<li>Architecture plan: <a href="../../plans/smart-flow-architecture-review.md">docs/plans/smart-flow-architecture-review.md</a></li>
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<li>Research report: <a href="../../research-docs/smart-flow-market-mechanics.md">docs/research-docs/smart-flow-market-mechanics.md</a></li>
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<li>Research architecture review copy: <a href="../../research-docs/smart-flow-architecture-review.md">docs/research-docs/smart-flow-architecture-review.md</a></li>
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</ul>
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<p>These documents are rationale, not added scope. This phase implements only vocabulary, contracts, versioning, and compatibility notes.</p>
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<h3 id="01-contracts-vocabulary-research-basis">Research basis</h3>
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@ -542,9 +543,7 @@ tr:last-child td { border-bottom: 0; }
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<li>Participant identity claims and research-grade calibration stay outside the vocabulary foundation.</li>
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</ul>
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<h3 id="01-contracts-vocabulary-dependencies-on-earlier-phases">Dependencies on earlier phases</h3>
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<ul>
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<li><code>islandflow-259.1</code> - Synthetic deterministic spine, so contract work can align with canonical raw event and provenance assumptions.</li>
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</ul>
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<p>None. This phase can safely run in parallel with <code>islandflow-259.1</code>; align on the existing canonical raw market event contracts and provenance assumptions, but do not wait for synthetic package implementation.</p>
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<h3 id="01-contracts-vocabulary-likely-files-modules-touched">Likely files/modules touched</h3>
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<ul>
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<li><code>packages/types/src/events.ts</code></li>
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@ -613,6 +612,7 @@ tr:last-child td { border-bottom: 0; }
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<ul>
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<li>Architecture plan: <a href="../../plans/smart-flow-architecture-review.md">docs/plans/smart-flow-architecture-review.md</a></li>
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<li>Research report: <a href="../../research-docs/smart-flow-market-mechanics.md">docs/research-docs/smart-flow-market-mechanics.md</a></li>
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<li>Research architecture review copy: <a href="../../research-docs/smart-flow-architecture-review.md">docs/research-docs/smart-flow-architecture-review.md</a></li>
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</ul>
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<p>These documents are rationale, not added scope. This phase implements only eligibility, evidence facts, clustering, and traceable features.</p>
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<h3 id="02-evidence-clustering-features-research-basis">Research basis</h3>
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@ -700,6 +700,7 @@ tr:last-child td { border-bottom: 0; }
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<ul>
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<li>Architecture plan: <a href="../../plans/smart-flow-architecture-review.md">docs/plans/smart-flow-architecture-review.md</a></li>
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<li>Research report: <a href="../../research-docs/smart-flow-market-mechanics.md">docs/research-docs/smart-flow-market-mechanics.md</a></li>
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<li>Research architecture review copy: <a href="../../research-docs/smart-flow-architecture-review.md">docs/research-docs/smart-flow-architecture-review.md</a></li>
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</ul>
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<p>These documents are rationale, not added scope. This phase implements only cautious hypothesis scoring, alternatives, penalties, and abstention.</p>
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<h3 id="03-hypothesis-scoring-abstention-research-basis">Research basis</h3>
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<ul>
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<li>Architecture plan: <a href="../../plans/smart-flow-architecture-review.md">docs/plans/smart-flow-architecture-review.md</a></li>
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<li>Research report: <a href="../../research-docs/smart-flow-market-mechanics.md">docs/research-docs/smart-flow-market-mechanics.md</a></li>
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<li>Research architecture review copy: <a href="../../research-docs/smart-flow-architecture-review.md">docs/research-docs/smart-flow-architecture-review.md</a></li>
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<li>Synthetic research report: <a href="../../research-docs/synthetic-market-data-generation.md">docs/research-docs/synthetic-market-data-generation.md</a></li>
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</ul>
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<p>These documents are rationale, not added scope. This phase implements only deterministic replay evaluation and compact golden tests.</p>
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@ -876,6 +878,7 @@ tr:last-child td { border-bottom: 0; }
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<ul>
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<li>Architecture plan: <a href="../../plans/smart-flow-architecture-review.md">docs/plans/smart-flow-architecture-review.md</a></li>
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<li>Research report: <a href="../../research-docs/smart-flow-market-mechanics.md">docs/research-docs/smart-flow-market-mechanics.md</a></li>
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<li>Research architecture review copy: <a href="../../research-docs/smart-flow-architecture-review.md">docs/research-docs/smart-flow-architecture-review.md</a></li>
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</ul>
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<p>These documents are rationale, not added scope. This phase implements only API, websocket, and UI explainability surfaces for validated outputs.</p>
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<h3 id="05-api-ui-explainability-research-basis">Research basis</h3>
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@ -966,6 +969,7 @@ tr:last-child td { border-bottom: 0; }
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<ul>
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<li>Architecture plan: <a href="../../plans/smart-flow-architecture-review.md">docs/plans/smart-flow-architecture-review.md</a></li>
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<li>Research report: <a href="../../research-docs/smart-flow-market-mechanics.md">docs/research-docs/smart-flow-market-mechanics.md</a></li>
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<li>Research architecture review copy: <a href="../../research-docs/smart-flow-architecture-review.md">docs/research-docs/smart-flow-architecture-review.md</a></li>
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</ul>
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<p>These documents are rationale, not added scope. This future phase is the place to turn research ideas into scoped calibration work after MVP.</p>
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<h3 id="99-future-calibration-research-basis">Research basis</h3>
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@ -12,6 +12,7 @@ Everything else depends on reproducible raw events. Manifests, labels, replay, d
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- Architecture plan: [`docs/plans/synthetic-market-data-architecture-review.md`](../../plans/synthetic-market-data-architecture-review.md)
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- Research report: [`docs/research-docs/synthetic-market-data-generation.md`](../../research-docs/synthetic-market-data-generation.md)
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- Research architecture review copy: [`docs/research-docs/synthetic-data-architecture-review.md`](../../research-docs/synthetic-data-architecture-review.md)
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These documents are rationale, not added scope. This phase implements only the deterministic spine described below.
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@ -12,6 +12,7 @@ The deterministic spine gives the repo stable raw events. The next step is to ma
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- Architecture plan: [`docs/plans/synthetic-market-data-architecture-review.md`](../../plans/synthetic-market-data-architecture-review.md)
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- Research report: [`docs/research-docs/synthetic-market-data-generation.md`](../../research-docs/synthetic-market-data-generation.md)
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- Research architecture review copy: [`docs/research-docs/synthetic-data-architecture-review.md`](../../research-docs/synthetic-data-architecture-review.md)
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These documents are rationale, not added scope. This phase implements only manifests, fixtures, and CLI support.
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@ -12,6 +12,7 @@ The generator and manifest layers should exist before scenario authoring. Smart-
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- Architecture plan: [`docs/plans/synthetic-market-data-architecture-review.md`](../../plans/synthetic-market-data-architecture-review.md)
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- Research report: [`docs/research-docs/synthetic-market-data-generation.md`](../../research-docs/synthetic-market-data-generation.md)
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- Research architecture review copy: [`docs/research-docs/synthetic-data-architecture-review.md`](../../research-docs/synthetic-data-architecture-review.md)
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- Smart-flow research report: [`docs/research-docs/smart-flow-market-mechanics.md`](../../research-docs/smart-flow-market-mechanics.md)
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These documents are rationale, not added scope. This phase implements only named scenarios, separate labels, and expected-output contracts.
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@ -12,6 +12,7 @@ Replay should not be wired to synthetic data until the generator, manifests, lab
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- Architecture plan: [`docs/plans/synthetic-market-data-architecture-review.md`](../../plans/synthetic-market-data-architecture-review.md)
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- Research report: [`docs/research-docs/synthetic-market-data-generation.md`](../../research-docs/synthetic-market-data-generation.md)
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- Research architecture review copy: [`docs/research-docs/synthetic-data-architecture-review.md`](../../research-docs/synthetic-data-architecture-review.md)
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These documents are rationale, not added scope. This phase implements only deterministic synthetic replay integration.
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@ -12,6 +12,7 @@ Demos are useful only after the underlying data can be trusted. This phase delib
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- Architecture plan: [`docs/plans/synthetic-market-data-architecture-review.md`](../../plans/synthetic-market-data-architecture-review.md)
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- Research report: [`docs/research-docs/synthetic-market-data-generation.md`](../../research-docs/synthetic-market-data-generation.md)
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- Research architecture review copy: [`docs/research-docs/synthetic-data-architecture-review.md`](../../research-docs/synthetic-data-architecture-review.md)
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These documents are rationale, not added scope. This phase implements only named deterministic demo and load profiles.
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@ -12,6 +12,7 @@ It is useful to name the future work now so early designs keep calibration hooks
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- Architecture plan: [`docs/plans/synthetic-market-data-architecture-review.md`](../../plans/synthetic-market-data-architecture-review.md)
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- Research report: [`docs/research-docs/synthetic-market-data-generation.md`](../../research-docs/synthetic-market-data-generation.md)
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- Research architecture review copy: [`docs/research-docs/synthetic-data-architecture-review.md`](../../research-docs/synthetic-data-architecture-review.md)
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These documents are rationale, not added scope. This future phase is the place to turn research ideas into scoped calibration work after MVP.
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@ -525,6 +525,7 @@ tr:last-child td { border-bottom: 0; }
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<ul>
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<li>Architecture plan: <a href="../../plans/synthetic-market-data-architecture-review.md">docs/plans/synthetic-market-data-architecture-review.md</a></li>
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<li>Research report: <a href="../../research-docs/synthetic-market-data-generation.md">docs/research-docs/synthetic-market-data-generation.md</a></li>
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<li>Research architecture review copy: <a href="../../research-docs/synthetic-data-architecture-review.md">docs/research-docs/synthetic-data-architecture-review.md</a></li>
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</ul>
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<p>These documents are rationale, not added scope. This phase implements only the deterministic spine described below.</p>
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<h3 id="01-deterministic-spine-research-basis">Research basis</h3>
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|
|
@ -609,6 +610,7 @@ tr:last-child td { border-bottom: 0; }
|
|||
<ul>
|
||||
<li>Architecture plan: <a href="../../plans/synthetic-market-data-architecture-review.md">docs/plans/synthetic-market-data-architecture-review.md</a></li>
|
||||
<li>Research report: <a href="../../research-docs/synthetic-market-data-generation.md">docs/research-docs/synthetic-market-data-generation.md</a></li>
|
||||
<li>Research architecture review copy: <a href="../../research-docs/synthetic-data-architecture-review.md">docs/research-docs/synthetic-data-architecture-review.md</a></li>
|
||||
</ul>
|
||||
<p>These documents are rationale, not added scope. This phase implements only manifests, fixtures, and CLI support.</p>
|
||||
<h3 id="02-manifests-fixtures-cli-research-basis">Research basis</h3>
|
||||
|
|
@ -695,6 +697,7 @@ tr:last-child td { border-bottom: 0; }
|
|||
<ul>
|
||||
<li>Architecture plan: <a href="../../plans/synthetic-market-data-architecture-review.md">docs/plans/synthetic-market-data-architecture-review.md</a></li>
|
||||
<li>Research report: <a href="../../research-docs/synthetic-market-data-generation.md">docs/research-docs/synthetic-market-data-generation.md</a></li>
|
||||
<li>Research architecture review copy: <a href="../../research-docs/synthetic-data-architecture-review.md">docs/research-docs/synthetic-data-architecture-review.md</a></li>
|
||||
<li>Smart-flow research report: <a href="../../research-docs/smart-flow-market-mechanics.md">docs/research-docs/smart-flow-market-mechanics.md</a></li>
|
||||
</ul>
|
||||
<p>These documents are rationale, not added scope. This phase implements only named scenarios, separate labels, and expected-output contracts.</p>
|
||||
|
|
@ -785,6 +788,7 @@ tr:last-child td { border-bottom: 0; }
|
|||
<ul>
|
||||
<li>Architecture plan: <a href="../../plans/synthetic-market-data-architecture-review.md">docs/plans/synthetic-market-data-architecture-review.md</a></li>
|
||||
<li>Research report: <a href="../../research-docs/synthetic-market-data-generation.md">docs/research-docs/synthetic-market-data-generation.md</a></li>
|
||||
<li>Research architecture review copy: <a href="../../research-docs/synthetic-data-architecture-review.md">docs/research-docs/synthetic-data-architecture-review.md</a></li>
|
||||
</ul>
|
||||
<p>These documents are rationale, not added scope. This phase implements only deterministic synthetic replay integration.</p>
|
||||
<h3 id="04-replay-integration-research-basis">Research basis</h3>
|
||||
|
|
@ -872,6 +876,7 @@ tr:last-child td { border-bottom: 0; }
|
|||
<ul>
|
||||
<li>Architecture plan: <a href="../../plans/synthetic-market-data-architecture-review.md">docs/plans/synthetic-market-data-architecture-review.md</a></li>
|
||||
<li>Research report: <a href="../../research-docs/synthetic-market-data-generation.md">docs/research-docs/synthetic-market-data-generation.md</a></li>
|
||||
<li>Research architecture review copy: <a href="../../research-docs/synthetic-data-architecture-review.md">docs/research-docs/synthetic-data-architecture-review.md</a></li>
|
||||
</ul>
|
||||
<p>These documents are rationale, not added scope. This phase implements only named deterministic demo and load profiles.</p>
|
||||
<h3 id="05-demo-load-profiles-research-basis">Research basis</h3>
|
||||
|
|
@ -960,6 +965,7 @@ tr:last-child td { border-bottom: 0; }
|
|||
<ul>
|
||||
<li>Architecture plan: <a href="../../plans/synthetic-market-data-architecture-review.md">docs/plans/synthetic-market-data-architecture-review.md</a></li>
|
||||
<li>Research report: <a href="../../research-docs/synthetic-market-data-generation.md">docs/research-docs/synthetic-market-data-generation.md</a></li>
|
||||
<li>Research architecture review copy: <a href="../../research-docs/synthetic-data-architecture-review.md">docs/research-docs/synthetic-data-architecture-review.md</a></li>
|
||||
</ul>
|
||||
<p>These documents are rationale, not added scope. This future phase is the place to turn research ideas into scoped calibration work after MVP.</p>
|
||||
<h3 id="99-future-historical-calibration-research-basis">Research basis</h3>
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue