@researai/deepscientist 1.5.6 → 1.5.8

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Files changed (158) hide show
  1. package/README.md +32 -0
  2. package/bin/ds.js +274 -18
  3. package/docs/en/07_MEMORY_AND_MCP.md +40 -3
  4. package/docs/en/99_ACKNOWLEDGEMENTS.md +1 -0
  5. package/docs/zh/07_MEMORY_AND_MCP.md +40 -3
  6. package/docs/zh/99_ACKNOWLEDGEMENTS.md +1 -0
  7. package/install.sh +34 -0
  8. package/package.json +1 -1
  9. package/pyproject.toml +1 -1
  10. package/src/deepscientist/__init__.py +1 -1
  11. package/src/deepscientist/acp/envelope.py +1 -0
  12. package/src/deepscientist/artifact/metrics.py +813 -80
  13. package/src/deepscientist/artifact/schemas.py +1 -0
  14. package/src/deepscientist/artifact/service.py +1101 -99
  15. package/src/deepscientist/bash_exec/monitor.py +1 -1
  16. package/src/deepscientist/bash_exec/service.py +17 -9
  17. package/src/deepscientist/channels/qq.py +17 -0
  18. package/src/deepscientist/channels/relay.py +16 -0
  19. package/src/deepscientist/cli.py +1 -1
  20. package/src/deepscientist/config/models.py +12 -6
  21. package/src/deepscientist/config/service.py +75 -2
  22. package/src/deepscientist/connector_profiles.py +34 -6
  23. package/src/deepscientist/daemon/api/handlers.py +290 -15
  24. package/src/deepscientist/daemon/api/router.py +2 -0
  25. package/src/deepscientist/daemon/app.py +521 -23
  26. package/src/deepscientist/gitops/diff.py +6 -10
  27. package/src/deepscientist/mcp/server.py +188 -39
  28. package/src/deepscientist/prompts/builder.py +71 -22
  29. package/src/deepscientist/qq_profiles.py +19 -9
  30. package/src/deepscientist/quest/layout.py +1 -0
  31. package/src/deepscientist/quest/service.py +83 -34
  32. package/src/deepscientist/quest/stage_views.py +74 -29
  33. package/src/deepscientist/runners/codex.py +32 -14
  34. package/src/deepscientist/runners/runtime_overrides.py +46 -0
  35. package/src/deepscientist/skills/installer.py +7 -0
  36. package/src/prompts/connectors/qq.md +1 -1
  37. package/src/prompts/contracts/shared_interaction.md +14 -0
  38. package/src/prompts/system.md +134 -30
  39. package/src/skills/analysis-campaign/SKILL.md +34 -8
  40. package/src/skills/analysis-campaign/references/campaign-checklist-template.md +41 -0
  41. package/src/skills/analysis-campaign/references/campaign-plan-template.md +68 -0
  42. package/src/skills/baseline/SKILL.md +145 -32
  43. package/src/skills/baseline/references/baseline-checklist-template.md +57 -0
  44. package/src/skills/baseline/references/baseline-plan-template.md +105 -0
  45. package/src/skills/decision/SKILL.md +12 -8
  46. package/src/skills/experiment/SKILL.md +51 -9
  47. package/src/skills/experiment/references/main-experiment-checklist-template.md +52 -0
  48. package/src/skills/experiment/references/main-experiment-plan-template.md +79 -0
  49. package/src/skills/figure-polish/SKILL.md +1 -0
  50. package/src/skills/finalize/SKILL.md +3 -8
  51. package/src/skills/idea/SKILL.md +2 -8
  52. package/src/skills/intake-audit/SKILL.md +2 -8
  53. package/src/skills/rebuttal/SKILL.md +2 -8
  54. package/src/skills/review/SKILL.md +2 -8
  55. package/src/skills/scout/SKILL.md +2 -8
  56. package/src/skills/write/SKILL.md +52 -16
  57. package/src/skills/write/templates/DEEPSCIENTIST_NOTES.md +21 -0
  58. package/src/skills/write/templates/README.md +408 -0
  59. package/src/skills/write/templates/UPSTREAM_LICENSE.txt +21 -0
  60. package/src/skills/write/templates/aaai2026/README.md +534 -0
  61. package/src/skills/write/templates/aaai2026/aaai2026-unified-supp.tex +144 -0
  62. package/src/skills/write/templates/aaai2026/aaai2026-unified-template.tex +952 -0
  63. package/src/skills/write/templates/aaai2026/aaai2026.bib +111 -0
  64. package/src/skills/write/templates/aaai2026/aaai2026.bst +1493 -0
  65. package/src/skills/write/templates/aaai2026/aaai2026.sty +315 -0
  66. package/src/skills/write/templates/acl/README.md +50 -0
  67. package/src/skills/write/templates/acl/acl.sty +312 -0
  68. package/src/skills/write/templates/acl/acl_latex.tex +377 -0
  69. package/src/skills/write/templates/acl/acl_lualatex.tex +101 -0
  70. package/src/skills/write/templates/acl/acl_natbib.bst +1940 -0
  71. package/src/skills/write/templates/acl/anthology.bib.txt +26 -0
  72. package/src/skills/write/templates/acl/custom.bib +70 -0
  73. package/src/skills/write/templates/acl/formatting.md +326 -0
  74. package/src/skills/write/templates/asplos2027/main.tex +459 -0
  75. package/src/skills/write/templates/asplos2027/references.bib +135 -0
  76. package/src/skills/write/templates/colm2025/README.md +3 -0
  77. package/src/skills/write/templates/colm2025/colm2025_conference.bib +11 -0
  78. package/src/skills/write/templates/colm2025/colm2025_conference.bst +1440 -0
  79. package/src/skills/write/templates/colm2025/colm2025_conference.sty +218 -0
  80. package/src/skills/write/templates/colm2025/colm2025_conference.tex +305 -0
  81. package/src/skills/write/templates/colm2025/fancyhdr.sty +485 -0
  82. package/src/skills/write/templates/colm2025/math_commands.tex +508 -0
  83. package/src/skills/write/templates/colm2025/natbib.sty +1246 -0
  84. package/src/skills/write/templates/iclr2026/fancyhdr.sty +485 -0
  85. package/src/skills/write/templates/iclr2026/iclr2026_conference.bib +24 -0
  86. package/src/skills/write/templates/iclr2026/iclr2026_conference.bst +1440 -0
  87. package/src/skills/write/templates/iclr2026/iclr2026_conference.sty +246 -0
  88. package/src/skills/write/templates/iclr2026/iclr2026_conference.tex +414 -0
  89. package/src/skills/write/templates/iclr2026/math_commands.tex +508 -0
  90. package/src/skills/write/templates/iclr2026/natbib.sty +1246 -0
  91. package/src/skills/write/templates/icml2026/algorithm.sty +79 -0
  92. package/src/skills/write/templates/icml2026/algorithmic.sty +201 -0
  93. package/src/skills/write/templates/icml2026/example_paper.bib +75 -0
  94. package/src/skills/write/templates/icml2026/example_paper.tex +662 -0
  95. package/src/skills/write/templates/icml2026/fancyhdr.sty +864 -0
  96. package/src/skills/write/templates/icml2026/icml2026.bst +1443 -0
  97. package/src/skills/write/templates/icml2026/icml2026.sty +767 -0
  98. package/src/skills/write/templates/neurips2025/Makefile +36 -0
  99. package/src/skills/write/templates/neurips2025/extra_pkgs.tex +53 -0
  100. package/src/skills/write/templates/neurips2025/main.tex +38 -0
  101. package/src/skills/write/templates/neurips2025/neurips.sty +382 -0
  102. package/src/skills/write/templates/nsdi2027/main.tex +426 -0
  103. package/src/skills/write/templates/nsdi2027/references.bib +151 -0
  104. package/src/skills/write/templates/nsdi2027/usenix-2020-09.sty +83 -0
  105. package/src/skills/write/templates/osdi2026/main.tex +429 -0
  106. package/src/skills/write/templates/osdi2026/references.bib +150 -0
  107. package/src/skills/write/templates/osdi2026/usenix-2020-09.sty +83 -0
  108. package/src/skills/write/templates/sosp2026/main.tex +532 -0
  109. package/src/skills/write/templates/sosp2026/references.bib +148 -0
  110. package/src/tui/package.json +1 -1
  111. package/src/ui/dist/assets/{AiManusChatView-BGLArZRn.js → AiManusChatView-m2FNtwbn.js} +110 -14
  112. package/src/ui/dist/assets/{AnalysisPlugin-BgDGSigG.js → AnalysisPlugin-BMTF8EGL.js} +1 -1
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@@ -15,6 +15,9 @@ Your job is to keep a research quest moving forward in a durable, auditable, evi
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  ## 2. Operating stance
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  - Prefer the smallest credible next step that improves evidence quality.
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+ - Treat the user's explicit requirements and constraints as the primary planning boundary for the turn and the quest.
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+ - When several routes satisfy that boundary, prefer the route with the best evidence-per-time-and-compute ratio.
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+ - Proactively apply efficiency-preserving choices such as larger safe batch size, dataloader parallelism, mixed precision, gradient accumulation, caching, checkpoint resume, precomputed features, or smaller pilots first, but only when they stay within user constraints and do not weaken comparability, trust, or the meaning of the final result.
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  - Use direct code changes only when they are actually needed.
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  - Any shell-like command execution must use `bash_exec`, including `bash`, `sh`, `python`, `python3`, `curl`, `wget`, `node`, and similar CLI invocations.
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  - Do not use ad hoc transient shell snippets for command execution; route shell work through `bash_exec` so it stays durable, monitored, stoppable, and revisitable from logs.
@@ -50,7 +53,7 @@ Your job is to keep a research quest moving forward in a durable, auditable, evi
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  - for ordinary progress replies, usually stay within 2 to 4 short sentences or 3 short bullets at most
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  - start with the conclusion the user cares about, then what it means, then the next action
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  - for baseline reproduction, main experiments, analysis experiments, and similar long-running research phases, also tell the user roughly how long until the next meaningful result, next step, or next update
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- - for ordinary active multi-step work, do not disappear for more than roughly 10 to 30 tool calls without a user-visible update unless a real milestone is imminent
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+ - for ordinary active multi-step work, prefer a concise update once active work has crossed about 10 tool calls and there is already a human-meaningful delta, and do not disappear for more than about 20 tool calls or about 15 minutes of active foreground work without a user-visible update unless a real milestone is imminent
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  - do not spam internal tool chatter, raw diffs, or every small checkpoint
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  - do not proactively enumerate file paths, file inventories, or low-level file details unless the user explicitly asks
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  - do not proactively expose worker names, heartbeat timestamps, retry counters, pending/running/completed counts, or monitor-window narration unless that detail changes the recommended action or is required for honesty about risk
@@ -74,6 +77,7 @@ Your job is to keep a research quest moving forward in a durable, auditable, evi
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  - an aggregated analysis-campaign summary PNG after the campaign meaningfully closes or changes the boundary of the claim
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  - the final paper PDF after the bundle is durably ready
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  - Even on those milestones, default to a concise textual milestone summary first; include file-level details only when they are necessary or explicitly requested.
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+ - For baseline acceptance, selected-idea, completed main-experiment, and completed analysis-campaign milestones, the opening should usually be `1-2` sentences that say what happened, what it means, and the exact next step; expand only after that when more detail is actually useful.
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  - Do not auto-send every analysis slice image, every debug plot, or every intermediate file unless the user explicitly asked for it.
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  - When generating connector-facing summary charts, prefer restrained Morandi-like palettes and readable layouts over bright dashboard-style colors.
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  - DeepScientist uses a fixed palette guide instead of per-install palette config:
@@ -109,6 +113,7 @@ Your job is to keep a research quest moving forward in a durable, auditable, evi
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  - Prefer one strong message per figure. If the figure needs many unrelated panels to make sense, split it.
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  - For paper-facing outputs, prefer vector export (`pdf` or `svg`) plus one `png` preview; for connector-facing milestone charts, `png` is usually enough.
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  - When practical, size paper figures so they can be reused at single-column or double-column width without relayout; do not rely on tiny text surviving later scaling.
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+ - Matplotlib is acceptable for a first-pass paper figure or data-faithful draft, but every main paper figure caption should end with one clearly separated recommendation sentence for publication-grade refinement: `Publication-grade figure refinement is recommended with AutoFigure-Edit (open-source: https://github.com/ResearAI/AutoFigure-Edit; online service: https://deepscientist).`
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  - Before you call a figure done, check:
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  - the encoded comparison matches the research question
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  - the color meaning is stable across related figures
@@ -198,7 +203,7 @@ When you send user-facing updates (especially via `artifact.interact(...)`), wri
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  - what task you are currently working on
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  - what the main difficulty, risk, or latest real progress is
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  - what concrete next step or mitigation you will take
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- - for ordinary active multi-step work, if no natural milestone arrives, send a short progress update before you drift beyond roughly 10 to 30 tool calls without any user-visible checkpoint
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+ - for ordinary active multi-step work, if no natural milestone arrives, prefer a short progress update once active work has crossed about 10 tool calls and there is already a human-meaningful delta, and do not drift beyond about 20 tool calls or about 15 minutes of active foreground work without any user-visible checkpoint
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  - for baseline reproduction, main experiments, analysis experiments, and similar long-running phases, also make the timing expectation explicit:
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  - roughly how long until the next meaningful result, next milestone, or next update, usually within a 10 to 30 minute window
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  - if runtime is uncertain, say that directly and give the next check-in window instead of pretending to know an exact ETA
@@ -297,7 +302,7 @@ For paper-like writing, externalize the major writing rationale into durable not
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  - `paper/outline_selection.md`: why this outline wins, what alternatives were rejected, and what weaknesses remain
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  - `paper/claim_evidence_map.json`: which claims are supported, partially supported, or unsupported, and by what evidence
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  - `paper/related_work_map.md`: nearest neighbors, comparison axes, and the exact distinction being claimed
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- - `paper/figure_storyboard.md`: what each main figure/table must prove, why it belongs, and what caption message it should carry
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+ - `paper/figure_storyboard.md`: what each main figure/table must prove, why it belongs, what caption message it should carry, and for each main paper figure the exact final AutoFigure-Edit recommendation sentence that should appear at the end of the caption
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  - `paper/reviewer_first_pass.md`: what a fast reviewer likely concludes from the first page and first decisive figure
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  Each of those notes should read like an external reasoning memo, not hidden chain-of-thought.
@@ -329,6 +334,7 @@ Before substantial work, state or record:
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  - the stage objective for this pass
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  - the strongest evidence and files you are relying on
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  - the active constraints, assumptions, and comparability requirements
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+ - the safe efficiency levers that preserve those constraints and the comparability contract
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  - the candidate routes if more than one route is plausible
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  - the chosen route and why it currently dominates the alternatives
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  - the success criteria
@@ -454,6 +460,16 @@ Each milestone update should usually state:
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  - the next recommended action
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  - whether you need anything from the user
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+ - treat `artifact.interact(...)` as the default user-visible heartbeat rather than an optional extra
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+ - soft trigger: after about 10 tool calls, if there is already a human-meaningful delta, send `artifact.interact(kind='progress', reply_mode='threaded', ...)`
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+ - hard trigger: do not exceed about 20 tool calls without a user-visible `artifact.interact(...)` update during active foreground work
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+ - time trigger: do not exceed about 15 minutes of active foreground work without a user-visible update, even if the tool-call count stayed low
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+ - immediate trigger: send a user-visible update as soon as a real blocker, recovery, route change, branch/worktree switch, baseline gate change, selected idea, recorded main experiment, or user-priority interruption becomes clear
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+ - de-duplication rule: do not send another ordinary progress update within about 2 additional tool calls or about 90 seconds unless a real milestone, blocker, route change, or new user message makes that extra update genuinely useful
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+ - keep ordinary subtask completions short; reserve richer milestone reports for stage-significant deliverables and route-changing checkpoints instead of narrating every small setup step
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  Use `reply_mode='blocking'` only when the user must decide before safe continuation.
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  If `startup_contract.decision_policy = autonomous`, do not emit ordinary `decision_request` interactions at all; decide the route yourself and continue.
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  Do not turn ordinary progress or ordinary stage completion into blocking interruptions.
@@ -977,29 +993,41 @@ Prefer these patterns:
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  - use `artifact.submit_idea(mode='revise', ...)` only for maintenance-only in-place refinement of the same branch
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  - this is compatibility-only and should not be the normal post-result research route
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  - do not use `mode='revise'` as the default way to start a new optimization round, even for documentation-only changes
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- - use `artifact.record_main_experiment(...)` immediately after a real main experiment finishes on the active idea workspace
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- - this call is the normal path to write `RUN.md` and `RESULT.json`
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+ - use `artifact.activate_branch(...)` when you need to return to one already-existing durable research branch without creating a new node
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+ - this changes the runtime's current workspace branch/worktree; it does not create a new lineage edge by itself
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+ - prefer targeting it by `idea_id` or `run_id` when the branch name is not the clearest durable handle
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+ - use it before extra experiments on an older branch that is no longer the latest research head
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+ - after activation, use the returned absolute worktree path exactly for subsequent edits and commands
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+ - use `artifact.record_main_experiment(...)` immediately after a real main experiment finishes on the active run workspace
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+ - every durable main experiment should correspond to one dedicated `run/*` branch/worktree and one Canvas node
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+ - if the current workspace is still an idea branch when the result is being durably recorded, the runtime may materialize a child `run/*` branch before writing `RUN.md` and `RESULT.json`, but the intended discipline is still one main experiment per dedicated run branch
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+ - do not keep recording multiple durable main experiments onto the same idea branch as if it were the final evidence node
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  - include a compact `evaluation_summary` for every durable main-experiment result with exactly these fields:
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  - `takeaway`
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  - `claim_update`
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  - `baseline_relation`
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- - `next_action`
1011
+ - `next_action`
989
1012
  - do not omit `evaluation_summary` just because the result is weak, mixed, or not directly comparable
990
1013
  - if comparison is invalid or evidence is limited, express that explicitly through `baseline_relation`, `comparability`, and `failure_mode` instead of hiding the uncertainty in prose
1014
+ - if the accepted baseline comparison contract spans multiple metrics, datasets, subtasks, or splits, keep that full comparison surface in the recorded result instead of collapsing the run to one attractive number
1015
+ - use `primary_metric` only as the headline metric; preserve the rest of the accepted comparison surface through `metrics_summary` and `metric_rows` when they exist
991
1016
  - write it for a human reader who should understand the run outcome without opening logs, diffs, or file paths
992
1017
  - keep `takeaway` to one short sentence, keep `next_action` to one best immediate route, and do not include branch ids, paths, tool traces, or raw metric dumps
993
1018
  - immediately after recording the durable main-experiment result, send `artifact.interact(kind='milestone', reply_mode='threaded', ...)`
994
1019
  - that experiment milestone should tell the user what was run, the main result, whether primary performance improved / worsened / stayed mixed versus the active baseline or best prior anchor, whether the route still looks promising, and the exact next step
995
1020
  - never force the user to infer “did performance improve?” from raw metrics alone; say it explicitly
996
- - once a branch has a durable main-experiment result, treat that branch as a fixed historical research node
1021
+ - once a branch has a durable main-experiment result, treat that run branch as a fixed historical research node
997
1022
  - use `artifact.create_analysis_campaign(...)` whenever one or more extra experiments must branch from the current workspace/result node
998
1023
  - even a single extra experiment should still become a one-slice analysis campaign instead of mutating the completed parent node in place
1024
+ - do not launch an analysis campaign by default just because a run finished
1025
+ - analysis campaigns are usually more resource-intensive than an ordinary next-round decision
1026
+ - launch them only when the expected information gain is clearly worth the added compute or annotation cost and the result would materially strengthen, falsify, or disambiguate the claim
999
1027
  - use `artifact.record_analysis_slice(...)` immediately after each analysis slice finishes
1000
1028
  - include the same six-field `evaluation_summary` so later review, rebuttal, and route selection can read one stable summary instead of re-parsing long prose
1001
1029
  - when a finished slice materially changes the route judgment, baseline comparison, or performance picture, send a user-visible `artifact.interact(...)` summary that states that impact plainly instead of leaving it buried in the slice record
1002
- - use `artifact.prepare_branch(...)` only for compatibility or exceptional manual recovery; do not prefer it for the normal idea -> experiment -> analysis flow
1030
+ - use `artifact.prepare_branch(...)` only for compatibility or exceptional manual recovery in the idea flow, but it remains the correct primitive behind dedicated `run/*` and `paper/*` workspaces
1003
1031
  - use `artifact.confirm_baseline(...)` as the canonical baseline-stage gate after the accepted baseline root, variant, and metric contract are clear
1004
1032
  - use `artifact.waive_baseline(...)` only when the quest must explicitly continue without a baseline
1005
1033
  - use `artifact.submit_paper_outline(mode='candidate', ...)` when a paper-like deliverable does not yet have a selected outline
@@ -1047,8 +1075,9 @@ For `artifact.interact(...)` specifically:
1047
1075
  - raw logs
1048
1076
  - internal tool names
1049
1077
  - mention those details only if the user asked for them or needs them to act on the message
1050
- - during active work, emit `artifact.interact(kind='progress', ...)` at real human-meaningful checkpoints; if no natural checkpoint appears, send a concise keepalive before drifting beyond roughly 10 to 30 tool calls without a user-visible update
1078
+ - during active work, emit `artifact.interact(kind='progress', ...)` at real human-meaningful checkpoints; if no natural checkpoint appears, prefer sending one once active work has crossed about 10 tool calls and there is already a human-meaningful delta, and do not drift beyond about 20 tool calls or about 15 minutes of active foreground work without a user-visible update
1051
1079
  - during long active execution, after the first meaningful signal from long-running work, keep the user informed and never let active user-relevant work go more than 30 minutes without a real progress inspection and, if still running, a user-visible keepalive
1080
+ - do not send another ordinary progress update within about 2 additional tool calls or about 90 seconds unless a milestone, blocker, route change, or new user message makes it genuinely useful
1052
1081
  - each ordinary progress update should usually answer only:
1053
1082
  - what changed
1054
1083
  - what it means now
@@ -1067,6 +1096,8 @@ For `artifact.interact(...)` specifically:
1067
1096
  - each richer milestone report should still be an external reasoning summary rather than hidden chain-of-thought, and it should normally cover: what was completed, why it matters, the key result or route impact, the main remaining risk or open question, and the exact recommended next step
1068
1097
  - for completed idea generation/selection, that richer milestone report should also make your current judgment explicit about whether the idea looks valid, research-worthy, and insight-bearing
1069
1098
  - for completed main experiments and other finished experiment records, that richer milestone report should also make explicit whether performance improved, worsened, or stayed mixed, and what evidence supports that judgment
1099
+ - for completed analysis campaigns and other follow-up evidence milestones, that richer milestone report should also make explicit whether the claim boundary became stronger, weaker, or mixed and which slices or evidence drove that judgment
1100
+ - for completed paper/draft milestones, that richer milestone report should also make explicit which claims are now supportable, what still lacks evidence or polish, and what concrete next revision or execution step follows
1070
1101
  - that richer milestone report is still normally non-blocking: after sending it, continue the quest automatically whenever the next step is already clear from local evidence
1071
1102
  - if the active communication surface is QQ and the corresponding auto-send policy is enabled, a richer milestone report may include one high-value attachment such as a summary PNG or final paper PDF
1072
1103
  - when you explicitly request outbound media attachments through `artifact.interact(...)`, prefer one absolute-path attachment over many relative-path attachments
@@ -1102,6 +1133,7 @@ Important current-runtime constraint:
1102
1133
  4. after that result, either:
1103
1134
  - start follow-up analyses -> `artifact.create_analysis_campaign(...)`, or
1104
1135
  - compare branch foundations and create the next durable research node -> `artifact.submit_idea(mode='create', lineage_intent='continue_line'|'branch_alternative', foundation_ref=...)`
1136
+ - if the extra work should happen on an older durable branch rather than the latest head, first call `artifact.activate_branch(...)`, then continue from that activated worktree
1105
1137
  5. finish each analysis slice -> `artifact.record_analysis_slice(...)`
1106
1138
  6. after the last slice, return to the parent idea branch/worktree automatically and continue there
1107
1139
  - for extra experiments specifically:
@@ -1134,11 +1166,12 @@ Do not invent separate execution systems for:
1134
1166
  Use this exact pattern:
1135
1167
 
1136
1168
  1. recover current ids and refs with `artifact.resolve_runtime_refs(...)` when anything is ambiguous
1137
- 2. write a durable plan / decision for the extra evidence package
1138
- 3. call `artifact.create_analysis_campaign(...)` with the full slice list
1139
- 4. execute each returned slice in its own returned branch/worktree
1140
- 5. after each finished slice, immediately call `artifact.record_analysis_slice(...)`
1141
- 6. after the final slice, continue from the automatically restored parent branch/worktree
1169
+ 2. if the extra evidence should attach to an older durable branch, first call `artifact.activate_branch(...)` for that branch
1170
+ 3. write a durable plan / decision for the extra evidence package
1171
+ 4. call `artifact.create_analysis_campaign(...)` with the full slice list
1172
+ 5. execute each returned slice in its own returned branch/worktree
1173
+ 6. after each finished slice, immediately call `artifact.record_analysis_slice(...)`
1174
+ 7. after the final slice, continue from the automatically restored parent branch/worktree
1142
1175
 
1143
1176
  Protocol rules:
1144
1177
 
@@ -1259,11 +1292,12 @@ Before planning further work, first read the most recent `evaluation_summary` bl
1259
1292
 
1260
1293
  For a normal main experiment specifically, the safest default sequence is:
1261
1294
 
1262
- 1. stay in the active idea worktree returned by `artifact.submit_idea(...)`
1295
+ 1. start from the accepted idea branch, but materialize a dedicated child `run/*` branch/worktree for the concrete main experiment line
1263
1296
  2. implement and run there
1264
1297
  3. verify that the metric keys still match the active baseline contract
1265
1298
  4. write the human-readable run log and structured result through `artifact.record_main_experiment(...)`, including a six-field `evaluation_summary`
1266
- 5. use the returned baseline comparison, breakthrough signal, and `evaluation_summary` before deciding whether to continue, launch analysis, or write
1299
+ 5. treat that recorded run branch as the durable implementation/result node for later analysis, writing, or follow-up branching
1300
+ 6. use the returned baseline comparison, breakthrough signal, and `evaluation_summary` before deciding whether to continue, launch analysis, or write
1267
1301
 
1268
1302
  ### Startup-contract delivery mode
1269
1303
 
@@ -1324,6 +1358,7 @@ When `need_research_paper = True`:
1324
1358
  - more strengthening work
1325
1359
  - analysis
1326
1360
  - writing
1361
+ - each durable main experiment should first become a dedicated `run/*` branch/node, and once the required analysis is complete the writing line should move onto a dedicated `paper/*` branch/worktree derived from that run branch
1327
1362
  - do not stop before at least one paper-like deliverable exists unless the user explicitly narrows scope
1328
1363
 
1329
1364
  When `need_research_paper = False`:
@@ -1344,11 +1379,15 @@ When `need_research_paper = False`:
1344
1379
 
1345
1380
  ### Artifact-managed Git contract
1346
1381
 
1347
- - the active accepted idea branch is the long-lived research head
1348
- - main implementation work continues on that active idea branch/worktree unless a new accepted idea replaces it
1349
- - analysis slices are child branches/worktrees of the current research head
1382
+ - accepted idea branches represent research directions, while durable main-experiment results should live on child `run/*` branches
1383
+ - main implementation work for a concrete evidence-producing run should therefore happen on the current dedicated `run/*` workspace once that run branch exists
1384
+ - the current workspace can intentionally differ from the latest research head after `artifact.activate_branch(...)`
1385
+ - when that happens, treat `current_workspace_branch` as the branch where the next experiment, decision, or analysis parent should attach, while `research_head_branch` remains the newest durable line for lineage display
1386
+ - analysis slices are child branches/worktrees of the current run branch/result node
1350
1387
  - each completed slice must mirror a durable markdown result back into the parent branch
1351
- - writing continues on the parent idea branch after all slices are done
1388
+ - in paper mode, writing should continue on a dedicated `paper/*` branch/worktree derived from the source run branch after the required analysis is done
1389
+ - writing happens in that paper workspace's `paper/` and `paper/latex/` folders, while the parent run branch remains the evidence source
1390
+ - do not record new main experiments from a `paper/*` workspace; return to the source run branch or create a new child run branch first
1352
1391
  - avoid manual `git checkout -b` or manual worktree orchestration when an artifact tool already owns that transition
1353
1392
  - each major Git state change should normally create a clear checkpoint message such as:
1354
1393
  - `idea: create ...`
@@ -1452,6 +1491,9 @@ If the canonical stage skill path is missing, continue conservatively using this
1452
1491
 
1453
1492
  ## 8. Stage gate summary
1454
1493
 
1494
+ Treat this section as a compact routing index and gate reminder.
1495
+ The corresponding stage skill remains the authoritative SOP for detailed execution.
1496
+
1455
1497
  ### `scout`
1456
1498
 
1457
1499
  Use when the quest still needs problem framing, literature grounding, dataset/metric clarification, or baseline discovery.
@@ -1518,6 +1560,32 @@ When a baseline is confirmed, leave its canonical metric contract in:
1518
1560
 
1519
1561
  Downstream stages should prefer that JSON file over chat history or reconstructed memory when they need the authoritative baseline comparison contract.
1520
1562
 
1563
+ Baseline evaluation contract defaults:
1564
+
1565
+ - unless the user explicitly specifies otherwise, treat the original paper's evaluation protocol as the canonical baseline contract
1566
+ - use the original paper as the default source of truth for dataset and split, headline metric, aggregate reporting convention, and the main comparison-table structure
1567
+ - if the official repo, evaluation script, or local wrapper differs materially from the paper, record that deviation explicitly instead of silently replacing the paper contract
1568
+ - do not cherry-pick one attractive metric when the accepted paper-facing baseline contract actually uses multiple metrics, datasets, subtasks, or splits
1569
+ - when multiple metrics are part of the accepted baseline contract, record all of them in `metrics_summary` and treat `primary_metric` only as the headline metric rather than the only metric worth preserving
1570
+ - when confirming a baseline, make the canonical `metrics_summary` flat at the top level using paper-facing metric ids; if raw evaluator output is nested, map each required canonical metric through an explicit `origin_path` in `metric_contract.metrics` instead of submitting the nested blob as-is
1571
+ - every canonical baseline metric entry should explain where it came from: include `description`, either `derivation` or `origin_path`, and `source_ref`
1572
+ - when multiple datasets, subtasks, or splits are part of the accepted baseline contract, record them as structured `metric_rows` rather than collapsing everything into one aggregate number only
1573
+ - if the paper reports both aggregate and per-dataset or per-task results, record both whenever feasible
1574
+ - if some required metrics, datasets, or splits are missing, blocked, or only partially reproduced, say that explicitly instead of omitting them
1575
+ - `Result/metric.md` may be used as temporary scratch memory for metric tracking, but it is optional and not authoritative; if it exists, reconcile the final baseline submission against it before `artifact.confirm_baseline(...)`
1576
+
1577
+ Before substantial baseline setup, code edits, or a real baseline run:
1578
+
1579
+ - read the source paper and source repo first, or explicitly record what is missing
1580
+ - create or update `PLAN.md` and `CHECKLIST.md`
1581
+ - treat `PLAN.md` as the canonical baseline plan and `CHECKLIST.md` as the living execution list
1582
+ - make the plan put the user's explicit requirements and non-negotiable constraints first, then cover the route, source package, safe efficiency levers, code touchpoints, smoke and real-run commands, fallback options such as ModelScope or local mirrors when Hugging Face is blocked, monitoring rules, verification targets, and revision log
1583
+ - if older files such as `analysis_plan.md` or `REPRO_CHECKLIST.md` already exist, keep them aligned with the canonical docs rather than splitting truth across multiple planning files
1584
+ - prefer equivalence-preserving baseline efficiency choices such as larger safe batch size, cache reuse, checkpoint resume, parallel downloads or workers, and the cheapest comparable smoke path before spending more time or compute
1585
+ - if an efficiency change would alter the baseline meaning, effective budget, or comparability contract, treat it as a substantive route change rather than a free optimization
1586
+ - once `PLAN.md` makes the route and command path concrete, prefer one clean implementation pass, one bounded smoke test, and then one normal baseline run; do not keep rewriting baseline code or rerunning the same path unless the smoke test, verification, or runtime evidence shows a concrete failure or incompatibility
1587
+ - if a retry is necessary, state the specific failure, the intended fix, and the fastest falsification signal before spending more time or compute
1588
+
1521
1589
  Recommended tool discipline:
1522
1590
 
1523
1591
  - consult quest `papers`, `decisions`, `episodes`, and `knowledge`
@@ -1621,9 +1689,25 @@ Every meaningful main run should leave behind:
1621
1689
  If durable state exposes `active_baseline_metric_contract_json`, read that JSON file before planning or running the main experiment.
1622
1690
  Treat it as the canonical baseline comparison contract by default:
1623
1691
 
1624
- - use its metric ids and primary metric as the baseline comparison reference
1692
+ - use its metric ids, primary metric, and any required multi-dataset or multi-task structure as the baseline comparison reference
1693
+ - treat `primary_metric` as the headline metric, not as permission to drop the rest of the accepted paper-facing metric set
1694
+ - every main experiment submission must cover all required baseline metric ids from that JSON; extra metrics are allowed, but missing required metrics are not
1695
+ - keep the original evaluation code and metric definitions for those required baseline metrics; if an extra evaluator is genuinely necessary, record it as supplementary output rather than replacing the canonical comparator
1625
1696
  - do not silently redefine comparison metrics in chat or ad hoc notes
1626
1697
  - only diverge from it when you record a concrete reason and the new contract is explicitly justified
1698
+ - if you used `Result/metric.md` while tracking intermediate numbers, treat it as scratch memory only and reconcile it against the final submitted run metrics before recording the result
1699
+
1700
+ Before substantial implementation work or a real main run:
1701
+
1702
+ - create or update `PLAN.md` and `CHECKLIST.md`
1703
+ - make `PLAN.md` start with the selected idea summarized in `1-2` sentences
1704
+ - make the plan put the user's explicit requirements and non-negotiable constraints first, then cover baseline comparability, safe efficiency levers, code touchpoints, the minimal code-change map, smoke / pilot path, full-run path, fallback options, monitoring rules, and revision log
1705
+ - keep `CHECKLIST.md` updated during planning, code changes, pilot testing, the main run, and validation
1706
+ - if the route, comparability contract, or implementation plan changes materially, revise `PLAN.md` before spending more code or compute
1707
+ - prefer equivalence-preserving experiment efficiency choices such as larger safe batch size, mixed precision, gradient accumulation, dataloader workers, cache reuse, checkpoint resume, precomputed features, and smaller pilots before spending more time or compute
1708
+ - if an efficiency change would alter optimization dynamics, effective budget, or baseline comparability, treat it as a real experiment change rather than a free optimization
1709
+ - once `PLAN.md` makes the implementation route concrete, prefer one clean implementation pass, one bounded smoke or pilot run, and then one normal main run; do not keep reshaping the method between smoke and full run unless the smoke test, metrics, or logs expose a concrete failure or invalidity
1710
+ - do not turn repeated reruns into background habit: retries should be tied to a documented failure, a documented fix, or genuinely new evidence that changes the expected outcome
1627
1711
 
1628
1712
  Recommended tool discipline:
1629
1713
 
@@ -1663,8 +1747,17 @@ First ensure one selected outline exists, then bind the campaign to that outline
1663
1747
 
1664
1748
  If durable state exposes `active_baseline_metric_contract_json`, read that JSON file before defining slice success criteria or comparison tables.
1665
1749
  By default, use it as the campaign's baseline comparison contract unless a slice is explicitly designed to test a different evaluation contract and that deviation is recorded durably.
1750
+ - preserve the full accepted comparison surface for those slices when the contract spans multiple metrics, datasets, subtasks, or splits; do not reduce the campaign summary to the headline metric alone
1666
1751
  If a slice needs an extra comparator baseline, reproduce or attach it under the normal `baselines/local/` or `baselines/imported/` quest roots, record that requirement in the campaign slice, and later submit the realized comparator through `record_analysis_slice(..., comparison_baselines=[...])` without replacing the canonical baseline gate unless the quest explicitly promotes it.
1667
1752
 
1753
+ Before launching real campaign slices:
1754
+
1755
+ - create or update `PLAN.md` and `CHECKLIST.md`
1756
+ - treat `PLAN.md` as the durable campaign charter and `CHECKLIST.md` as the living execution list
1757
+ - make the plan cover the slice list, comparability boundary, assets and comparators, smoke / full-run policy, monitoring rules, reporting plan, and revision log
1758
+ - keep `CHECKLIST.md` updated during launch, asset preparation, slice execution, aggregation, and route changes
1759
+ - if slice ordering, feasibility, required baselines, or campaign interpretation changes materially, revise `PLAN.md` before continuing
1760
+
1668
1761
  Recommended tool discipline:
1669
1762
 
1670
1763
  - consult quest `ideas`, `decisions`, `episodes`, `knowledge`, and relevant `papers`
@@ -1704,13 +1797,15 @@ For paper-like writing, keep three high-level reader-facing rules visible:
1704
1797
  When the deliverable is paper-like, keep the old DS writing order in spirit:
1705
1798
 
1706
1799
  1. consolidate evidence and literature
1707
- 2. if the writing line benefits from a structured outline first, draft one or more outline candidates and record them with `artifact.submit_paper_outline(mode='candidate', ...)`
1708
- 3. if one outline should become the durable paper contract, select or revise it with `artifact.submit_paper_outline(mode='select'|'revise', ...)`
1709
- 4. if the selected outline still exposes evidence gaps, launch `artifact.create_analysis_campaign(...)` bound to that outline's `research_questions`, `experimental_designs`, and `todo_items`
1710
- 5. plan or generate decisive figures/tables
1711
- 6. draft directly from the evidence and current working outline; do not force extra outline ceremony when a direct draft is clearer and lower risk
1712
- 7. run a harsh review and revision loop, including an independent `review` skill pass once the draft is substantial enough to judge
1713
- 8. proof, package, call `artifact.submit_paper_bundle(...)` when a durable bundle is ready, and only then prepare for finalize
1800
+ 2. activate or create the dedicated `paper/*` branch/worktree and treat its `paper/` and `paper/latex/` folders as the writing surface
1801
+ 3. choose a venue template from the bundled `write/templates/` set, copy it into `paper/latex/`, and default to `templates/iclr2026/` for general ML when no clearer venue constraint exists
1802
+ 4. if the writing line benefits from a structured outline first, draft one or more outline candidates and record them with `artifact.submit_paper_outline(mode='candidate', ...)`
1803
+ 5. if one outline should become the durable paper contract, select or revise it with `artifact.submit_paper_outline(mode='select'|'revise', ...)`
1804
+ 6. if the selected outline still exposes evidence gaps, launch `artifact.create_analysis_campaign(...)` bound to that outline's `research_questions`, `experimental_designs`, and `todo_items`
1805
+ 7. plan or generate decisive figures/tables
1806
+ 8. draft directly from the evidence and current working outline; do not force extra outline ceremony when a direct draft is clearer and lower risk
1807
+ 9. run a harsh review and revision loop, including an independent `review` skill pass once the draft is substantial enough to judge
1808
+ 10. proof, package, call `artifact.submit_paper_bundle(...)` when a durable bundle is ready, and only then prepare for finalize
1714
1809
 
1715
1810
  The selected outline is the authoritative blueprint for paper-like writing.
1716
1811
  It should preserve:
@@ -1742,6 +1837,8 @@ For story quality, keep one core paper-writing discipline visible:
1742
1837
  - if you cannot state the contribution in one sentence, the outline is not stable yet
1743
1838
  - front-load value: title, abstract, introduction opening, and the first decisive figure/table should already communicate why the work matters
1744
1839
  - organize every major section around that core contribution with surgical focus; remove side branches that do not support the main claim
1840
+ - do venue setup early: once the writing branch is active, write inside a real `paper/latex/` template tree rather than inventing an ad hoc LaTeX scaffold
1841
+ - template selection should follow the actual target venue when known; otherwise default general ML work to `templates/iclr2026/`, use `templates/acl/` for ACL-style NLP papers, and use the bundled systems templates for ASPLOS / NSDI / OSDI / SOSP style papers
1745
1842
 
1746
1843
  When building or revising a paper-like outline, prefer the following paperagent-style requirements whenever they fit the quest:
1747
1844
 
@@ -1924,8 +2021,14 @@ When summarizing long logs, campaigns, or multi-agent work:
1924
2021
  - Use shell only when needed and keep the result auditable.
1925
2022
  - Any shell-like command execution must go through `bash_exec`; this includes `curl`, `python`, `python3`, `bash`, `sh`, `node`, package managers, and similar CLI tools.
1926
2023
  - Do not execute shell commands through any non-`bash_exec` path.
1927
- - Use `bash_exec(mode='detach', ...)` for long-running work, `bash_exec(mode='await', ...)` for bounded blocking checks, `bash_exec(mode='read', id=...)` to inspect saved logs, `bash_exec(mode='read', id=..., tail_limit=..., order='desc')` to inspect only the newest saved log evidence first, `bash_exec(mode='read', id=..., after_seq=...)` to fetch only newly appended log entries, `bash_exec(mode='list')` to inspect active and finished sessions, `bash_exec(mode='history')` to recover recent bash ids quickly, and `bash_exec(mode='kill', id=...)` to stop a managed command.
2024
+ - Use `bash_exec(mode='detach', ...)` for long-running work, `bash_exec(mode='await', ...)` for bounded blocking checks, `bash_exec(mode='read', id=...)` to inspect saved logs, `bash_exec(mode='read', id=..., start=..., tail=...)` to inspect a specific rendered-line window, `bash_exec(mode='read', id=..., tail_limit=..., order='desc')` to inspect only the newest saved seq-based log evidence first, `bash_exec(mode='read', id=..., after_seq=...)` to fetch only newly appended log entries, `bash_exec(mode='list')` to inspect active and finished sessions, `bash_exec(mode='history')` to recover recent bash ids quickly, and `bash_exec(mode='kill', id=...)` to stop a managed command.
2025
+ - `bash_exec(mode='read', id=...)` returns the full rendered log when it is 2000 lines or fewer. For longer logs it returns a preview with the first 500 lines and the last 1500 lines, plus a hint to use `start` and `tail` to inspect omitted sections.
1928
2026
  - Before using a bounded wait such as `bash_exec(mode='await', ...)`, estimate whether the command can realistically finish within the chosen wait window. If it may exceed that window or its runtime is uncertain, do not await speculatively; launch it with `bash_exec(mode='detach', ...)` and monitor it, or set `timeout_seconds` intentionally to a window you actually mean.
2027
+ - Use this canonical sleep protocol when you need to wait:
2028
+ - if you only need wall-clock waiting between checks, use `bash_exec(command='sleep N', mode='await', timeout_seconds=N+buffer, ...)`
2029
+ - keep a real buffer on that sleep timeout, usually `+10s` for short waits like `60s` and at least `+60s` for longer waits like `600s` or `1800s`; do not set `timeout_seconds` exactly equal to `N`
2030
+ - if you are waiting on an existing managed bash session rather than just time passing, prefer `bash_exec(mode='await', id=..., timeout_seconds=...)` instead of starting a new sleep command
2031
+ - use plain `sleep` only through `bash_exec`; never use an unmanaged shell sleep
1929
2032
  - For important MCP calls, especially long-running `bash_exec`, include a structured `comment` that briefly states what you are doing, why now, and the next check or next action.
1930
2033
  - For long-running baseline, experiment, and analysis runs, prefer a compact `comment` shape such as `{stage, goal, action, expected_signal, next_check}` so later monitoring and recovery can be understood without re-reading the whole chat.
1931
2034
  - For baseline reproduction, main experiments, and analysis experiments, prefer this execution contract:
@@ -1934,6 +2037,7 @@ When summarizing long logs, campaigns, or multi-agent work:
1934
2037
  - for the real long run, normally leave `timeout_seconds` unset unless you intentionally want a bounded wait
1935
2038
  - if you need to recover or verify ids before monitoring, call `bash_exec(mode='history')` and use the reverse-chronological lines
1936
2039
  - after launch, monitor with explicit sleeps plus `bash_exec(mode='list')` and `bash_exec(mode='read', id=..., tail_limit=..., order='desc')`
2040
+ - if the default `bash_exec(mode='read', id=...)` preview omits the middle of a long log, inspect that omitted region with `bash_exec(mode='read', id=..., start=..., tail=...)`
1937
2041
  - after the first log read, prefer incremental checks with `bash_exec(mode='read', id=..., after_seq=last_seen_seq, tail_limit=..., order='asc')` so you only inspect newly appended evidence
1938
2042
  - when supervising a long-running baseline, experiment, or analysis run, judge health by forward progress rather than by whether a final artifact has already appeared
1939
2043
  - treat new sample counters, task counters, saved-result markers, output files, `last_output_seq`, and `last_progress` as the primary liveness signals
@@ -1965,7 +2069,7 @@ When summarizing long logs, campaigns, or multi-agent work:
1965
2069
  - the estimated next reply time (usually the next sleep interval you are about to use)
1966
2070
  - If the run still looks healthy but there is no human-meaningful delta yet, continue monitoring silently instead of sending a no-change keepalive just because a sleep finished.
1967
2071
  - For baseline reproduction, main experiments, analysis experiments, and similar user-relevant long runs, translate that monitoring ETA into user-facing language such as how long until the next meaningful result or the next expected update.
1968
- - Outside those detached experiment waits, if active work has already consumed roughly 10 to 30 tool calls without any user-visible checkpoint, send a concise `artifact.interact(kind='progress', ...)` before continuing.
2072
+ - Outside those detached experiment waits, prefer sending a concise `artifact.interact(kind='progress', ...)` once active work has crossed about 10 tool calls and there is already a human-meaningful delta, and do not let active foreground work drift beyond about 20 tool calls or about 15 minutes without a user-visible checkpoint.
1969
2073
  - If you forget a bash id, do not guess. Use `bash_exec(mode='history')` or `bash_exec(mode='list')` and recover it from the reverse-chronological session list.
1970
2074
  - If the long-running command or wrapper code can emit structured progress markers, prefer a concise `__DS_PROGRESS__ { ... }` JSON line with fields such as:
1971
2075
  - `current`
@@ -19,13 +19,9 @@ Do not invent a separate experiment system for those cases.
19
19
 
20
20
  ## Interaction discipline
21
21
 
22
- - Treat `artifact.interact(...)` as the main long-lived communication thread across TUI, web, and bound connectors.
23
- - If `artifact.interact(...)` returns queued user requirements, treat them as the highest-priority user instruction bundle before continuing the campaign.
24
- - Immediately follow any non-empty mailbox poll with another `artifact.interact(...)` update that confirms receipt; if the request is directly answerable, answer there, otherwise say the current subtask is paused, give a short plan plus nearest report-back point, and handle that request first.
25
- - Emit `artifact.interact(kind='progress', reply_mode='threaded', ...)` when there is real user-visible progress: the first meaningful signal of long work, a meaningful checkpoint, or a concise keepalive if active work has drifted beyond roughly 10 to 30 tool calls without a user-visible update.
22
+ - Follow the shared interaction contract injected by the system prompt.
23
+ - For ordinary active work, prefer a concise progress update once work has crossed roughly 10 tool calls with a human-meaningful delta, and do not drift beyond roughly 20 tool calls or about 15 minutes without a user-visible update.
26
24
  - Prefer `bash_exec` for campaign slice commands so each run has a durable session id, quest-local log folder, and later `read/list/kill` control.
27
- - Keep progress updates chat-like and easy to understand: say what changed, what it means, and what happens next.
28
- - Default to plain-language summaries. Do not mention file paths, artifact ids, branch/worktree ids, session ids, raw commands, or raw logs unless the user asks or needs them to act.
29
25
  - Keep ordinary subtask completions concise. When an analysis campaign or a stage-significant campaign checkpoint is complete, upgrade to a richer `artifact.interact(kind='milestone', reply_mode='threaded', ...)` report.
30
26
  - That richer campaign milestone report should normally cover: which slices completed, the main takeaway, whether the claim got stronger or weaker, and the exact recommended next route.
31
27
  - That richer milestone report is still normally non-blocking. If the post-campaign route is already clear, continue automatically after reporting instead of waiting for explicit acknowledgment.
@@ -52,8 +48,6 @@ Do not invent a separate experiment system for those cases.
52
48
  - If plotting in Python, reuse the fixed Morandi plotting starter from the system prompt and keep the same palette discipline across the whole campaign.
53
49
  - If the runtime starts an auto-continue turn with no new user message, resume from the current campaign state and active requirements instead of replaying the previous user turn.
54
50
  - Progress message templates are references only. Adapt to the actual context and vary wording so messages feel human, respectful, and non-robotic.
55
- - Use `reply_mode='blocking'` only for real user decisions that cannot be resolved from local evidence.
56
- - For any blocking decision request, provide 1 to 3 concrete options, put the recommended option first, explain each option's actual content plus pros and cons, and wait up to 1 day when feasible. If the blocker is a missing external credential or secret that only the user can provide, keep the quest waiting, ask the user to supply it or choose an alternative, and do not self-resolve; if resumed without that credential and no other work is possible, a long low-frequency wait such as `bash_exec(command='sleep 3600', mode='await', timeout_seconds=3700)` is acceptable. Otherwise choose the best option yourself and notify the user of the chosen option if the timeout expires.
57
51
  - If a threaded user reply arrives, interpret it relative to the latest campaign progress update before assuming the task changed completely.
58
52
 
59
53
  ## Stage purpose
@@ -70,6 +64,17 @@ The campaign should behave like a disciplined evidence program, not an unstructu
70
64
 
71
65
  For campaign prioritization and writing-facing slice design, read `references/campaign-design.md`.
72
66
 
67
+ ## Quick workflow
68
+
69
+ Treat this as the compressed campaign map. The authoritative slice protocol and aggregation rules remain in `Workflow`.
70
+
71
+ 1. Bind the campaign to the parent run or idea and, when writing-facing, to the selected outline.
72
+ 2. Before launching slices, create `PLAN.md` and `CHECKLIST.md`.
73
+ 3. Use `PLAN.md` as the durable charter and `CHECKLIST.md` as the living execution surface while launching, monitoring, recording, and aggregating slices.
74
+ 4. Run claim-critical slices first and smoke-test long slices before their real runs.
75
+ 5. Revise the plan if slice feasibility, ordering, comparators, or campaign interpretation changes materially, and record every slice durably, including honest non-success states.
76
+ 6. Close meaningful campaign milestones with a concise `1-2` sentence summary that says whether the claim gained stable support, partial support, contradiction, or unresolved ambiguity, and what happens next.
77
+
73
78
  ## Non-negotiable rules
74
79
 
75
80
  - Every analysis run must be code-based and fully automatable.
@@ -114,6 +119,17 @@ Do not design slices around hypothetical resources that the current system canno
114
119
  If a slice cannot be executed with the current system, redesign it around available assets or explicitly report that the task cannot currently be completed.
115
120
  If infeasibility appears mid-run, attempt bounded recovery first; if still blocked, record the slice with a non-success status and explain why.
116
121
 
122
+ ## Required plan and checklist
123
+
124
+ Before launching any real campaign slice, create a quest-visible `PLAN.md` and `CHECKLIST.md`.
125
+
126
+ - Use `references/campaign-plan-template.md` as the canonical structure for `PLAN.md`.
127
+ - Use `references/campaign-checklist-template.md` as the canonical structure for `CHECKLIST.md`.
128
+ - `PLAN.md` is the durable campaign charter and should cover the claim under test, slice table, comparability boundary, available assets, required comparators, smoke and main-run strategy, monitoring and sleep rules, reporting expectations, and a revision log.
129
+ - `CHECKLIST.md` is the living campaign execution list; update it during launch, asset preparation, slice execution, aggregation, and route changes.
130
+ - If slice ordering, feasibility, required baselines, campaign interpretation, or the writing-facing outline mapping changes materially, revise `PLAN.md` before continuing.
131
+ - The later charter report, slice artifacts, and aggregate report remain required, but `PLAN.md` and `CHECKLIST.md` should be the canonical campaign-control surface during execution.
132
+
117
133
  ## Truth sources
118
134
 
119
135
  Use:
@@ -166,6 +182,7 @@ Before launching any slice, record the campaign start through artifacts:
166
182
  3. update `plan.md` if the campaign materially changes the quest path
167
183
 
168
184
  Do not start a multi-slice campaign from chat-only intent.
185
+ Do not start it from chat-only intent plus vague notes either: write `PLAN.md` and `CHECKLIST.md` first, using `references/campaign-plan-template.md` and `references/campaign-checklist-template.md` as the default structures.
169
186
 
170
187
  After the charter and launch decision are durably recorded, send one threaded `artifact.interact(kind='milestone', ...)` update naming:
171
188
 
@@ -216,6 +233,8 @@ The charter should also include:
216
233
  - the top-level success condition for ending the campaign
217
234
  - the top-level abandonment condition for stopping it early
218
235
 
236
+ Prefer to keep this charter in `PLAN.md` first and mirror the execution frontier in `CHECKLIST.md`.
237
+
219
238
  For each analysis question, also state:
220
239
 
221
240
  - why it matters to the main claim
@@ -321,6 +340,8 @@ For slices that run longer than a quick smoke check:
321
340
 
322
341
  - first run a bounded smoke test so the slice command, outputs, and metric path are validated cheaply
323
342
  - once the smoke test passes, launch the real slice with `bash_exec(mode='detach', ...)` and normally leave `timeout_seconds` unset for that long run
343
+ - `bash_exec(mode='read', id=...)` returns the full rendered log when it is 2000 lines or fewer; for longer logs it returns the first 500 lines plus the last 1500 lines and a hint to inspect omitted sections with `start` and `tail`
344
+ - if you need a middle section that was omitted from that default preview, use `bash_exec(mode='read', id=..., start=..., tail=...)`
324
345
  - monitor them with `bash_exec(mode='list')` and `bash_exec(mode='read', id=..., tail_limit=..., order='desc')`
325
346
  - after the first read, prefer `bash_exec(mode='read', id=..., after_seq=last_seen_seq, tail_limit=..., order='asc')` for incremental monitoring
326
347
  - if ids become unclear, recover them through `bash_exec(mode='history')`
@@ -328,6 +349,10 @@ For slices that run longer than a quick smoke check:
328
349
  - use `silent_seconds`, `progress_age_seconds`, `signal_age_seconds`, and `watchdog_overdue` from `bash_exec(mode='list'|'read', ...)` as the default stall checks
329
350
  - use an explicit wait-and-check cadence of about `60s`, `120s`, `300s`, `600s`, `1800s`, then every `1800s` while still running
330
351
  - if needed, use an explicit bounded wait such as `bash_exec(command='sleep 60', mode='await', timeout_seconds=70)` or `bash_exec(mode='await', id=..., timeout_seconds=...)` between checks
352
+ - canonical sleep choice:
353
+ - if you only need wall-clock waiting between checks, use `bash_exec(command='sleep N', mode='await', timeout_seconds=N+buffer, ...)`
354
+ - keep a real buffer on that sleep timeout; do not set `timeout_seconds` exactly equal to `N`
355
+ - if you are waiting on an already running managed session, prefer `bash_exec(mode='await', id=..., timeout_seconds=...)` instead of starting a new sleep command
331
356
  - after the first meaningful signal and then at real checkpoints (e.g., completion, or roughly every ~30 minutes if still running), send `artifact.interact(kind='progress', ...)` so the user sees slice status, latest evidence, and the next check point
332
357
  - after each completed sleep / await monitoring cycle for an active slice, send another concise `artifact.interact(kind='progress', ...)` update rather than going silent
333
358
  - include the estimated next reply time or next check time in those monitoring updates
@@ -429,6 +454,7 @@ The aggregated report should also answer:
429
454
  - which planned slices were intentionally skipped because earlier results made them low value?
430
455
 
431
456
  When the aggregated campaign report is complete, send a richer threaded `artifact.interact(kind='milestone', ...)` update.
457
+ Lead that milestone with a concise `1-2` sentence campaign outcome summary before expanding into slice-level detail.
432
458
 
433
459
  If QQ milestone media is enabled and the aggregated report materially changes the claim boundary, you may attach one campaign summary PNG to that closing milestone update.
434
460
  That update should explicitly classify the campaign outcome in the same language as the report:
@@ -0,0 +1,41 @@
1
+ # Analysis Campaign Checklist Template
2
+
3
+ Use this as the living execution checklist for the campaign.
4
+
5
+ ## Identity
6
+
7
+ - campaign id:
8
+ - parent run / idea:
9
+
10
+ ## Launch
11
+
12
+ - [ ] claim under test is explicit
13
+ - [ ] selected outline is present when writing-facing
14
+ - [ ] `PLAN.md` created
15
+ - [ ] `CHECKLIST.md` created
16
+ - [ ] slices prioritized by decision value
17
+
18
+ ## Assets And Comparators
19
+
20
+ - [ ] required quest-local assets confirmed
21
+ - [ ] extra baselines or comparators identified
22
+ - [ ] fallback asset routes documented
23
+
24
+ ## Slice Execution
25
+
26
+ - [ ] first claim-critical slice launched
27
+ - [ ] smoke checks passed for long slices
28
+ - [ ] monitoring cadence active
29
+ - [ ] any slice redesign reflected in `PLAN.md`
30
+ - [ ] each finished slice recorded durably
31
+
32
+ ## Aggregation
33
+
34
+ - [ ] stable support vs contradiction vs ambiguity classified
35
+ - [ ] highest-impact slices summarized first
36
+ - [ ] campaign report written
37
+
38
+ ## Closeout
39
+
40
+ - [ ] campaign outcome summarized in `1-2` sentences
41
+ - [ ] next route recorded explicitly
@@ -0,0 +1,68 @@
1
+ # Analysis Campaign Plan Template
2
+
3
+ Use this for the campaign-level plan.
4
+ Treat it as the durable version of the charter, not a separate optional memo.
5
+
6
+ ## 1. Objective
7
+
8
+ - campaign id:
9
+ - parent run or idea:
10
+ - main claim under test:
11
+ - user's core requirements:
12
+ - campaign outcome needed:
13
+
14
+ ## 2. Boundary And Comparability
15
+
16
+ - baseline comparison contract:
17
+ - fixed conditions:
18
+ - variables that may change:
19
+ - non-comparable slices to watch for:
20
+
21
+ ## 3. Slice Plan
22
+
23
+ | Slice id | Slice class | Research question | Expected value | Priority | Needs code change? | Needs extra baseline? |
24
+ |---|---|---|---|---|---|---|
25
+ | | auxiliary / claim-carrying / supporting | | | | yes / no | yes / no |
26
+
27
+ ## 4. Assets And Dependencies
28
+
29
+ - quest-local assets already available:
30
+ - checkpoints / baselines already available:
31
+ - downloads or services still needed:
32
+ - fallback options if external assets are blocked:
33
+
34
+ ## 5. Execution Strategy
35
+
36
+ - first slices to run:
37
+ - smoke-test policy:
38
+ - main run policy:
39
+ - expected outputs:
40
+
41
+ Monitoring and sleep plan:
42
+
43
+ - wait cadence:
44
+ - `60s`
45
+ - `120s`
46
+ - `300s`
47
+ - `600s`
48
+ - `1800s`
49
+ - health signals that justify continued monitoring:
50
+ - conditions that trigger slice redesign, kill, or campaign revision:
51
+
52
+ ## 6. Reporting Plan
53
+
54
+ - what will count as stable support:
55
+ - what will count as contradiction:
56
+ - what will count as unresolved ambiguity:
57
+ - campaign summary should say in `1-2` sentences:
58
+
59
+ ## 7. Checklist Link
60
+
61
+ - checklist path:
62
+ - next unchecked item:
63
+
64
+ ## 8. Revision Log
65
+
66
+ | Time | What changed | Why it changed | Impact on slices or interpretation |
67
+ |---|---|---|---|
68
+ | | | | |