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Phase 0.9 project docs — register with status tags

Phase 0.9 project docs — register with status tags

Section titled “Phase 0.9 project docs — register with status tags”

Last updated: S238 (2026-05-14). Predecessor: Flat list pre-S238 (groups intact, no tags). Maintained by: Phase 0.9 owner (Liam) + main-session synthesis pass.

How to use this document

Section titled “How to use this document”

This register is the index of every Phase 0.9-related document — 0.9-* canonical docs, spike outputs, synthesis snapshots, third-party evaluations, client briefs, and platform reference docs. Each entry now carries a status tag so a reader entering the register cold can tell at a glance which doc is the live source of truth and which is historical context.

Status tags:

TagMeaning
[CURRENT-CANONICAL]Active source of truth. Cite this doc for the named topic.
[ACTIVE-LIVING-DOC]Still being edited; expect frequent updates across sessions.
[HISTORICAL-CONTEXT]Captures past decision-state; useful for audit-trail but superseded for direct use by a later doc.
[SUPERSEDED-BY-X]Explicitly replaced by named successor X. Read only for archaeology.
[OUTDATED — SLATED FOR SPLIT]Central frame at variance with current ratifications; being split into smaller current-state sub-docs (S238+).
[DEPRECATED]Should not be consulted as source of truth; preserved for historical reference only.

Reading order if starting cold:

  1. 00-synthesis-v2.md (10-feedback-investigation-findings/) for the post-S237 central state.
  2. 0.9-synthesis.md (this doc’s anchor) for spike-phase outcomes + §8 prerequisite chain + §8.6 post-S236 status table.
  3. 0.9-decision-graph.md §11 for S234+S235+S236+S237 ratifications.
  4. 0.9-collapse-candidates.md §12-§14 for ratified retires + DEFERRED-v1.1 + DO-NOT-BUILD items.
  5. INV-architecture-split-readiness.md (under docs/specs/core-docs-pathway-assessment/) for the WP4 9-sub-doc split wave plan.

Do NOT enter Phase 0.9 via 0.9-intended-architecture.md — it is OUTDATED and slated for split into 9 sub-docs (S238+). See note on its entry below.

Core project documents (Phase 0.9 canonical set)

Section titled “Core project documents (Phase 0.9 canonical set)”
  • 0.9-context — [CURRENT-CANONICAL] — investigation framing + scope.
  • 0.9-decision-graph — [CURRENT-CANONICAL] — §11 carries S234+S235+S236+S237 ratifications consolidated. Living register.
  • 0.9-intended-architecture — [OUTDATED — SLATED FOR SPLIT] — 2015-line monolith (10/05/2026, S229-stamped) predating every S233-S237 ratification. Liam preserves as snapshot pre-split. Being decomposed into 9 sub-docs under docs/plans/phase-0-investigation/architecture/01-vision.md … 09-diagrams.md. Wave plan in INV-architecture-split-readiness.md §6. To be archived to .planning/.archive/.specs/ after Wave 4 closes.
  • 0.9-collapse-candidates — [CURRENT-CANONICAL] — §12-§14 carry ratified retires (S235 refresh + S237 CV-driven additions — capability CV 04, firecrawl / trafilatura / pdfplumber CV 16, lockstep retire patterns).
Section titled “Current core project functionality-related documents”
  • 0.9-edit-flow-investigation — [CURRENT-CANONICAL] — §6 per-UC Candidate A/B/C set cited by 0.9-canonical-pipeline/PRODUCT.md P-11 Q2.9 ratification.
  • 0.9-spike-S10-dedup-substrate — [CURRENT-CANONICAL] — S230 HYBRID resolution (cocoindex + skill-seekers intersection 91.7%/1.5-4.5%). UC8 v1.
  • 0.9-spike-S3-mempalace-observe — [CURRENT-CANONICAL] — Shape A+B+C+miner CONFIRMED; three-column extension (provenance + confidence + adapter_name).
  • 0.9-spike-S16-qa-schema-design — [CURRENT-CANONICAL] — two-tier q_a_pairs + q_a_extractions model. Notes: S16-verification + OQ responses fold into 0.9-synthesis.md §1 finding 5 and Q-OQR1-06 ratification.

Central post-S237 synthesis (NEW canonical layer)

Section titled “Central post-S237 synthesis (NEW canonical layer)”
  • 10-feedback-investigation-findings/00-synthesis-v2.md — [CURRENT-CANONICAL] — §3 new items + §4 WP4 readiness map + §5 still-open register. Most-current entry-point for any S238+ work.
  • 10-feedback-investigation-findings/feedback-findings-review.md — [CURRENT-CANONICAL] — §5 post-prereq disposition register + §6 S237 closures.

Synthesis & related feedback (Historical context)

Section titled “Synthesis & related feedback (Historical context)”
  • 09-synthesis-and-verification-feedback — [HISTORICAL-CONTEXT] — S231 Liam feedback. Cited from 00-synthesis-v2.md §4 row 6 (06-mcp-tooling source).
  • 0.9-synthesis — [ACTIVE-LIVING-DOC] — this doc’s anchor synthesis. S230 origin, S231 refresh, S238 §8.6 annotation. Will continue receiving forward-looking refresh passes through Phase B close.
  • wave-08-feedback — [HISTORICAL-CONTEXT]
  • 0.8-synthesis — [HISTORICAL-CONTEXT]
  • 07-synthesis-feedback — [HISTORICAL-CONTEXT]
  • 0.7-synthesis — [HISTORICAL-CONTEXT]
  • 0.6-synthesis — [HISTORICAL-CONTEXT]

Core third-party evaluation documents (Historical context — point-in-time)

Section titled “Core third-party evaluation documents (Historical context — point-in-time)”
  • 0.8.2-cocoindex-evaluation — [HISTORICAL-CONTEXT] — §5.4 + lines 38/46/51/142-143/227 carry correction notes per 0.9-synthesis.md §9.1 (Scenario A confirmed in S1; API drift cross-ref 0.9-spike-S2 §3 + 0.9-spike-S1 §1).
  • 0.8.4-pullmd-evaluation — [HISTORICAL-CONTEXT]
  • 0.8.5-skill-seekers-evaluation — [HISTORICAL-CONTEXT] — §Q5 carries correction per 0.9-synthesis.md §9.2 (dep_analyzer.py 0% non-overlapping TP — SKIP).
  • 0.8.7-mempalace-evaluation — [HISTORICAL-CONTEXT] — §5.6 / §8.4 carries stale-marker per 0.9-synthesis.md §9.3 (mempalace_search FIXED in v3.3.5 per PR #1396; CLAUDE.md “Memory (Mempalace)” section reflects current state).
  • trpc-evaluation-feedback — [HISTORICAL-CONTEXT]

Core investigation documents pre-third-party tooling pivot (Historical context)

Section titled “Core investigation documents pre-third-party tooling pivot (Historical context)”
  • 0.7.2-python-paths-obsolescence — [HISTORICAL-CONTEXT]
  • 0.7.4-source-documents-history-relationship — [HISTORICAL-CONTEXT] — superseded by B2 RESOLVED-α + §3.15 source_documents.workspace_id nullable (00-synthesis-v2.md §3.15).
  • 0.7.3-p6-p8-absorption — [HISTORICAL-CONTEXT]
  • 0.7.1-path-normalisation-feasibility — [HISTORICAL-CONTEXT]
  • 0.5-ep2-spec-impact — [HISTORICAL-CONTEXT]
  • 0.2b-side-tables-audit — [HISTORICAL-CONTEXT]
  • 0.2a-content-items-column-audit — [HISTORICAL-CONTEXT]
  • 0.1-mcp-create-content-item — [HISTORICAL-CONTEXT]
  • 0.1-rss-intelligence-pipeline — [HISTORICAL-CONTEXT]

Initial Project Kick-off documents (very outdated)

Section titled “Initial Project Kick-off documents (very outdated)”
  • content-items-cleanup-phase-0-investigation — [DEPRECATED] — superseded by entire Phase 0.9 investigation arc.
  • content-items-cleanup-plan — [DEPRECATED] — superseded by 0.9-intended-architecture (and its forthcoming split) + the Q-OQR1-16 combined-PR scope.

Core Platform Reference Docs (mixed)

Section titled “Core Platform Reference Docs (mixed)”
  • Knowledge Hub — Platform Overview.md (client-facing, docs/client-documentation-base/markdown/) — [CURRENT-CANONICAL] — Liam-cited input for WP4 01-vision.md.
  • Knowledge Hub — Claude Integration Guide.md (client-facing, docs/client-documentation-base/markdown/) — [CURRENT-CANONICAL] — Liam-cited input for WP4 01-vision.md.
  • docs/reference/product-differentiation-audit.md — [CURRENT-CANONICAL]
  • docs/reference/ux-principles.md — [CURRENT-CANONICAL]
  • docs/reference/ai-visibility-policy.md — [CURRENT-CANONICAL] — cited in CLAUDE.md “AI is invisible infrastructure” principle.
  • docs/reference/ai-integration-strategy.md — [CURRENT-CANONICAL]
  • docs/reference/ai-integration-layers.md — [CURRENT-CANONICAL]
  • docs/reference/client-personas.md — [CURRENT-CANONICAL]
  • docs/reference/classification-architecture.md — [CURRENT-CANONICAL]
  • docs/reference/entity-type-taxonomy-spec.md — [CURRENT-CANONICAL] — cited in CLAUDE.md “Entity classification” gotcha as source of truth.
  • docs/reference/field-consumer-dependency-map.md — [CURRENT-CANONICAL]
  • docs/product-functionality/ directory — [CURRENT-CANONICAL] — feature-level functional docs.

Original Requirements and Subsequent Client Feedback Docs

Section titled “Original Requirements and Subsequent Client Feedback Docs”
  • Product_KB_Dev_Brief.md — [HISTORICAL-CONTEXT] — initial client brief.
  • Sector-Intelligence-Brief-Liam-Final.md — [HISTORICAL-CONTEXT] — initial SI brief.
  • sector-intelligence-analysis.md — [HISTORICAL-CONTEXT] — initial KH-vs-SI-brief gap analysis.
  • kb-hub-gap-analysis-liam — [HISTORICAL-CONTEXT]
  • kb-hub-gap-analysis-response-s188 — [HISTORICAL-CONTEXT]
  • docs/client-documentation/kb-hub-gap-analysis-action-tracker.md — [ACTIVE-LIVING-DOC] — gap-analysis action tracker; receives entries through Phase 2 commencement.
  • docs/plans/phase-0-investigation/kh-client-feedback.md — [ACTIVE-LIVING-DOC] — client feedback log; receives entries through Phase 2 close.

WP6 + WP8 + WP4 follow-on artefacts (S236+)

Section titled “WP6 + WP8 + WP4 follow-on artefacts (S236+)”
  • docs/ontology/*.md (29 CV files + README) — [CURRENT-CANONICAL] — WP6 markdown ontology scaffold. LANDED-S236-S237 (Waves A→C+E1 + D1 implementer + E2 ratifier).
  • docs/specs/wp6-ontology-harness/TECH.md — [CURRENT-CANONICAL] — WP6 D1 implementer spec.
  • docs/specs/wp6-ontology-harness/verifier-reports/ (B1 / B2 / E1 / E2) — [CURRENT-CANONICAL] — Wave verifier outputs.
  • docs/specs/id-31-0.9-canonical-pipeline/PRODUCT.md — [ACTIVE-LIVING-DOC] — plan-skeleton; S238 WP1 flips PROVISIONAL → RATIFIED-S2XX with citations + adds §13 v1 scope + §14 v1.1 scope.
  • docs/specs/id-31-0.9-canonical-pipeline/TECH.md — [ACTIVE-LIVING-DOC] — same S238 WP1 pass.
  • docs/specs/core-docs-pathway-assessment/INV-architecture-split-readiness.md — [CURRENT-CANONICAL] — S237 sub-agent output; §6 carries the WP4 9-sub-doc wave plan. Cited from forthcoming architecture/01-vision.md per its own §7.1 mitigation. To be archived to .planning/.archive/.audits/ after Wave 4 closes.
  • docs/plans/phase-0-investigation/architecture/ directory — [ACTIVE-LIVING-DOC] — WP4 9-sub-doc split target; pilot 01-vision.md lands S238.