§1 — Product contract

Reckon will expose three live artifact classes. A plan authorizes and tracks work and is the only class with status-to-completion and an implementation percentage. Research precedes or informs work and records sources, methods, assumptions and recommendations. Evidence follows work and records what was built, how it was verified, quantitative results, provenance and negative outcomes.

Research artifacts point into a plan; the plan produces implementation; evidence artifacts point back to the source plan and verify its stages.
The default lifecycle is research → plan → implementation → evidence. Progress belongs only to the plan.
✓ landed 2026-07-29

§2 — Schema and relationships

Published schema 2.0 with canonical plan, research and evidence types, qualified project:slug#stage provenance, strict non-plan writes and lenient doc migration reads. Full record: §2–§4 landed (commits e622bcc, 8e6a9a3).

✓ landed 2026-07-29

§3 — Server and UI

Added typed discovery/MCP filters, Plans–Research–Evidence–Archive facets and directional graph edges. Static and live state loaders expose the same provenance fields; plan-only progress stays off knowledge artifacts. Full record: verified evidence.

✓ landed 2026-07-29

§4 — Migration and gates

Added round-trip, migration, audit, archive and definition-page regression coverage: 1,199 tests passed in 25.19 seconds. Audit now reports no mutation (reindexed=false) while recomputing rollups explicitly. Full record: acceptance record.

§ Decisions

How should actionable work and its knowledge artifacts be displayed?

Research feeds work and evidence follows it. Only actionable plans have a meaningful percentage complete.

§ Followups

Implement typed provenance from schema through SPA

Start from migration fixtures and add the schema, parser/writer, MCP filters, typed views and provenance graph as one tested vertical slice.

Project: reckon
Plan:    research-evidence-provenance (http://localhost:8765/reckon/research-evidence-provenance.html)
Section: full plan
Tier:    opus

Context
  Research and evidence are currently conflated with plan-like documents.
  The lead has locked separate artifact types and plan-only progress.

State to read
  reckon-plan-management-audit.html, reckon/_schema.py, parser/writer code
  docs/ui/, docs/_shared/plan.schema.json, archive and research fixtures

Scope locks / constraints
  Preserve HTML-first storage and compatibility reads. Use qualified source-plan links.
  Produce research-before and evidence-after documents.

Done-when
  1. Schema, MCP, audit and SPA typed-provenance slice lands with migration tests
  2. tests still green
  3. followup written + this followup marked resolved

§2–§4 landed — commits e622bcc and 8e6a9a3; schema 2.0, typed MCP/audit/SPA facets and qualified provenance shipped; 1,199 tests passed in 25.19s.

Gate bounded execution with typed evidence

The three-type schema, qualified plan/stage links, audit warnings and typed SPA facets are shipped. The dependent execution plan can now require research-before and evidence-after records without assigning progress to knowledge artifacts.
Project: reckon
Plan:    execution-orchestration-hardening (http://localhost:8765/reckon/execution-orchestration-hardening.html)
Section: evidence-gated execution
Capability: orchestrator-level

Context
  Research and Evidence Provenance shipped schema 2.0 and the complete parser, MCP, audit and SPA vertical slice. Use the qualified relations and evidence metadata in the bounded execution ledger during S6.

State to read
  GET /plan/reckon/research-evidence-provenance
  GET /plan/reckon/execution-orchestration-hardening
  docs/archive/research-evidence-provenance-s2-s4-landed.html

Locked decisions to honour
  artifact-separation → three-first-class-types

Open decisions to surface (do not resolve)
  none

Constraints
  Only plans carry actionable progress. Research informs plans; evidence verifies project-qualified plans or stages. Preserve optimistic concurrency and archive exclusion.

Done-when
  1. execution ledger requires research-before and evidence-after records
  2. interruption and worker-failure fixtures preserve qualified provenance
  3. static and live views remain consistent
  4. tests stay green
  5. followup written into the plan and this followup marked resolved

§ Research

Reckon Plan Management Audit