{ "fixture_id": "SYN-ONBOARDING-20261012-01", "page_id": "HB-REPORTS", "status": "proposed_local_draft", "owner": "owner-d01", "published_version": null, "working_record": { "scope": "One execution on the five authorized original fictional sources; local proposals only.", "input_contract": { "onboarding_notes": "onboarding-qa.md; ONB-20261009-01; complete T01–T21, confirmed speakers; simulated recording/transcription consent only", "knowledge_pages": "current-handbook.md; HB-REPORTS v1.4, plus pending-edits.md EDIT-017", "document_owners": "document-owners.csv; report-handoff and report-retention confirmed owner-d01; contractor-report-exceptions unassigned", "publication_rules": "publication-rules.md; PUB-RULES-01" }, "missing_required_files": [], "source_versions": { "approved_page": { "document_id": "HB-REPORTS", "base_version": "1.4", "source_status": "approved baseline in this fictional packet", "source_effective_date": "2026-10-05" }, "pending_edit": { "id": "EDIT-017", "base_version": "1.4", "submitted": "2026-10-08T16:15:00+01:00", "proposer": "buddy-b03", "state": "open; not approved", "reviewer": "owner-d01", "published_version": null, "decision": null }, "owners_version": null, "publication_rules_version": null, "transcript_revision": null }, "baseline_snapshot": "2026-10-09T10:55:00+01:00", "discussion_start": "2026-10-09T11:00:00+01:00", "discussion_end": "2026-10-09T11:07:04+01:00", "timezone": "Europe/London (UTC+01:00)", "timestamp_interpretation": "Elapsed mm:ss from session start; not execution dates.", "freshness_limit": "Complete supplied discussion used against the baseline; no later source or live state queried.", "audience": "client-service employees with access to the relevant client workspace", "authority": "Approved v1.4 controls operations; explanation supports a proposal; pending edits do not supersede approval.", "source_access": "Authorized local files only; external tools neither needed nor used. Restricted record unavailable and out of scope." }, "proposed_change": "Reviewable subsection 3.1 for routine report submission, with explicit draft metadata; other approved sections unchanged.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T01", "speaker": "M01", "elapsed": "00:00" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T02", "speaker": "N02", "elapsed": "00:18" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T03", "speaker": "M01", "elapsed": "00:31" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T04", "speaker": "N02", "elapsed": "00:54" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T05", "speaker": "M01", "elapsed": "01:10" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T06", "speaker": "N02", "elapsed": "01:38" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T07", "speaker": "M01", "elapsed": "01:51" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T08", "speaker": "B03", "elapsed": "02:18" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T09", "speaker": "M01", "elapsed": "02:40" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T10", "speaker": "N02", "elapsed": "03:05" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T11", "speaker": "B03", "elapsed": "03:23" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T12", "speaker": "M01", "elapsed": "03:43" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T13", "speaker": "N02", "elapsed": "04:08" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T14", "speaker": "M01", "elapsed": "04:25" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T15", "speaker": "B03", "elapsed": "04:52" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T16", "speaker": "M01", "elapsed": "05:11" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T17", "speaker": "N02", "elapsed": "05:39" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T18", "speaker": "M01", "elapsed": "05:58" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T19", "speaker": "N02", "elapsed": "06:20" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T20", "speaker": "M01", "elapsed": "06:38" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T21", "speaker": "M01", "elapsed": "07:04" } ], "claim_status": "proposal_not_approved", "conflict": "See C03, C04 and C08; no conflicting policy applied.", "evidence_reference": [ "onboarding-qa.md T01–T21", "current-handbook.md HB-REPORTS v1.4", "pending-edits.md#EDIT-017:record", "document-owners.csv", "publication-rules.md PUB-RULES-01" ], "review_note": "Human review has not been performed. All review questions are unsent. No new published version exists.", "candidate_ledger": [ { "item_id": "C01", "page_id": "HB-REPORTS", "proposed_change": "Add subsection 3.1: add draft to client workspace, tag assigned account owner there, then await written approval in that workspace before client delivery.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T02", "speaker": "N02", "elapsed": "00:18" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T03", "speaker": "M01", "elapsed": "00:31" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T04", "speaker": "N02", "elapsed": "00:54" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T05", "speaker": "M01", "elapsed": "01:10" } ], "claim_status": "manager_explanation_supports_proposal_not_policy_approval", "conflict": null, "owner": "owner-d01", "published_version": null, "status": "draft_pending_owner_review", "evidence_reference": [ "current-handbook.md#HB-REPORTS:approval-gate", "document-owners.csv topic_id=report-handoff", "publication-rules.md#PUB-RULES-01:claim-authority" ], "current_page_comparison": "Section 3 already requires written approval but omits submission location and tagging. Add only these missing steps; restate existing gate for usability. Section 2 filename guidance is unchanged.", "review_note": "Confirm routine submission steps and freshness. No URL, button or reply SLA is known. Draft target: HB-REPORTS:submission-proposal; source map: steps 1–2 = T03/T05 + HB-REPORTS:approval-gate gap; step 3 = existing HB-REPORTS:approval-gate + T03." }, { "item_id": "C02", "page_id": "HB-REPORTS", "proposed_change": "No filename addition. Retain existing report-date PDF naming rule.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T06", "speaker": "N02", "elapsed": "01:38" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T07", "speaker": "M01", "elapsed": "01:51" } ], "claim_status": "already_documented_approved_baseline", "conflict": null, "owner": "owner-d01", "published_version": null, "status": "no_change_duplicate_avoided", "evidence_reference": [ "current-handbook.md#HB-REPORTS:filename" ], "current_page_comparison": "Section 2 already says report-YYYY-MM-DD.pdf using the report date.", "review_note": "No new filename rule or duplicated paragraph is proposed." }, { "item_id": "C03", "page_id": "HB-REPORTS", "proposed_change": "Exclude the personal DM-screenshot/two-hour silence workaround from procedure; retain it only as an unapproved suggestion in review.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T08", "speaker": "B03", "elapsed": "02:18" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T09", "speaker": "M01", "elapsed": "02:40" } ], "claim_status": "personal_advice_unapproved", "conflict": { "proposed": "DM a screenshot and send after two hours without reply", "baseline": "Written approval in the client workspace is required; silence is not approval.", "resolution": "unresolved_owner_review; baseline retained" }, "owner": "owner-d01", "published_version": null, "status": "withheld_pending_owner_review", "evidence_reference": [ "current-handbook.md#HB-REPORTS:approval-gate", "publication-rules.md#PUB-RULES-01:claim-authority" ], "current_page_comparison": "The shortcut conflicts with section 3 and has never been approved as team procedure.", "review_note": "Owner to decide disposition. No new-colleague instruction, alternative submission route or approval timer is added." }, { "item_id": "C04", "page_id": "HB-REPORTS", "proposed_change": "Retain the approved 30-day retention wording; flag the seven-day recollection for owner resolution.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T10", "speaker": "N02", "elapsed": "03:05" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T11", "speaker": "B03", "elapsed": "03:23" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T12", "speaker": "M01", "elapsed": "03:43" } ], "claim_status": "unverified_recollection_conflicts_with_approved_baseline", "conflict": { "proposed": "Seven days, recalled from old orientation", "baseline": "30 days after delivery, then workspace archive schedule", "resolution": "unresolved_owner_review; 30-day text retained" }, "owner": "owner-d01", "published_version": null, "status": "conflict_pending_owner_review", "evidence_reference": [ "current-handbook.md#HB-REPORTS:retention", "document-owners.csv topic_id=report-retention" ], "current_page_comparison": "Section 4 is authoritative in the snapshot; T12 explicitly leaves it unchanged.", "review_note": "Resolve whether old orientation material is stale. Do not infer that retention changed." }, { "item_id": "C05", "page_id": "HB-REPORTS", "proposed_change": "Keep contractor-report exception instructions out of the routine handbook proposal; request ownership and destination assignment.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T13", "speaker": "N02", "elapsed": "04:08" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T14", "speaker": "M01", "elapsed": "04:25" } ], "claim_status": "owner_destination_and_procedure_unknown", "conflict": null, "owner": null, "published_version": null, "status": "unassigned_pending_assignment", "evidence_reference": [ "current-handbook.md#HB-REPORTS:purpose", "document-owners.csv topic_id=contractor-report-exceptions" ], "current_page_comparison": "Section 1 expressly excludes special exception approval and does not assign its owner. The ownership CSV leaves this topic unassigned.", "review_note": "HB-REPORTS is the comparison page only. Exception destination page, procedure, owner and assignment authority are unknown. Do not assign M01, the account owner or owner-d01 by inference." }, { "item_id": "C06", "page_id": "HB-REPORTS", "proposed_change": "Restricted client example excluded from all generated artifacts; no example is needed for the generic procedure.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T15", "speaker": "B03", "elapsed": "04:52" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T16", "speaker": "M01", "elapsed": "05:11" } ], "claim_status": "restricted_example_not_process_evidence", "conflict": null, "owner": "owner-d01", "published_version": null, "status": "confidential_context_excluded_locally", "evidence_reference": [ "current-handbook.md#HB-REPORTS:purpose", "publication-rules.md#PUB-RULES-01:confidentiality" ], "current_page_comparison": "No extra process step is established by the example. Routine generic wording is sufficient.", "review_note": "Review output confidentiality without reproducing restricted details. Owner is handbook reviewer, not inferred exception-process owner." }, { "item_id": "C07", "page_id": "HB-REPORTS", "proposed_change": "Do not infer or cite unavailable restricted-record contents or an exception approval; keep generic submission proposal independent of that record.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T17", "speaker": "N02", "elapsed": "05:39" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T18", "speaker": "M01", "elapsed": "05:58" } ], "claim_status": "unavailable_evidence_contents_and_approval_unknown", "conflict": null, "owner": null, "published_version": null, "status": "unknown_not_accessed", "evidence_reference": [ "current-handbook.md#HB-REPORTS:purpose", "publication-rules.md#PUB-RULES-01:confidentiality" ], "current_page_comparison": "Section 1 excludes special exception approval; no supplied evidence establishes the restricted case outcome.", "review_note": "Restricted record was not supplied and was not queried. No lookup is authorized. Any case-specific decision remains blocked on authorized evidence and assignment." }, { "item_id": "C08", "page_id": "HB-REPORTS", "proposed_change": "Leave EDIT-017 open and unapproved; do not apply the 24-hour silence proposal.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T19", "speaker": "N02", "elapsed": "06:20" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T20", "speaker": "M01", "elapsed": "06:38" } ], "claim_status": "pending_edit_not_authoritative", "conflict": { "proposed": "Treat no reply within 24 hours as approval", "baseline": "Silence is not approval; written approval required", "resolution": "decision_not_recorded; baseline retained" }, "owner": "owner-d01", "published_version": null, "status": "pending_edit_withheld", "evidence_reference": [ "current-handbook.md#HB-REPORTS:approval-gate", "pending-edits.md#EDIT-017:record", "publication-rules.md#PUB-RULES-01:claim-authority" ], "current_page_comparison": "EDIT-017 was submitted after the baseline effective date, but is not approved and does not supersede v1.4.", "review_note": "Owner must decide EDIT-017 separately. No decision, new version or reply SLA is inferred." }, { "item_id": "C09", "page_id": "HB-REPORTS", "proposed_change": "Set proposal metadata to draft_pending_owner_review and preserve v1.4 approval/effective date as source-only metadata.", "discussion_reference": [ { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T01", "speaker": "M01", "elapsed": "00:00" }, { "source": "onboarding-qa.md", "session_id": "ONB-20261009-01", "turn": "T21", "speaker": "M01", "elapsed": "07:04" } ], "claim_status": "local_proposal_no_human_review", "conflict": null, "owner": "owner-d01", "published_version": null, "status": "draft_pending_owner_review", "evidence_reference": [ "current-handbook.md#HB-REPORTS:document-review", "scope.md Deliverables and boundaries", "publication-rules.md#PUB-RULES-01:approval" ], "current_page_comparison": "Section 5 requires document-owner approval followed by authorized publication; the discussion does neither.", "review_note": "Review request prepared locally, not sent. No new approval, publication date or published version exists." } ], "unknowns": { "contractor_exception_owner": null, "contractor_exception_destination_page": null, "contractor_exception_procedure": null, "assignment_authority": null, "restricted_record_contents": null, "restricted_record_approval_status": null, "workspace_url": null, "software_button": null, "approval_response_sla": null, "EDIT-017_decision": null, "later_source_state": null }, "state_boundaries": { "local_drafting": "completed", "human_review": "not_performed", "owner_approval": "not_performed", "review_request_sent": false, "external_application": "not_performed", "new_published_version": null, "new_approval_date": null, "new_publication_date": null, "pilot": "not_performed", "business_results": "not_measured" }, "checkpoints": [ { "step": 1, "state": "completed_locally", "saved_record": "working_record" }, { "step": 2, "state": "completed_locally", "saved_record": "candidate_ledger: explanations, advice, uncertainty and exact discussion references" }, { "step": 3, "state": "completed_locally", "saved_record": "candidate_ledger: current_page_comparison, evidence_reference, owner and audience in working_record" }, { "step": 4, "state": "completed_locally", "saved_record": "outputs/proposed-handbook.md; outputs/handbook.patch; C01 claim map" }, { "step": 5, "state": "pending_human_review_not_sent", "saved_record": "outputs/onboarding-discussions-to-documentation-review.md; no owner decision or publication recorded" }, { "step": 6, "state": "packaged_for_review", "saved_record": "This result, review, proposed handbook and patch; local verification recorded separately in outputs/local-checks.json" } ], "artifacts": [ "outputs/onboarding-discussions-to-documentation-result.json", "outputs/onboarding-discussions-to-documentation-review.md", "outputs/proposed-handbook.md", "outputs/handbook.patch", "outputs/local-checks.json" ] }