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Plan consolidated search corrective phases

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2026-03-07 18:59:17 +02:00
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docs/modules/ui/search-zero-learning-primary-entry.md
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- The current model asks the user to understand too many concepts before they can succeed: `Find/Explain/Act`, explicit scope switching, recovery actions, and a separate AdvisoryAI destination.
- Live verification also shows a real reliability gap: suggestion chips can render even when the active corpus cannot answer them. On 2026-03-07, the running AdvisoryAI service at `http://127.1.0.44` rebuilt with `documentCount=0`, `chunkCount=0`, and `doctorProjectionCount=0`, while unified overlays rebuilt with only `chunkCount=14`. Querying `database connectivity` then returned zero cards. The current UX still offered that suggestion.
## What still fails after the first pass
- The product still exposes two entry mental models: global search and a route-jumping AdvisoryAI experience. Search-originated chat actions currently navigate into `/security/triage`, which breaks page continuity and makes AdvisoryAI feel like a separate destination.
- The assistant still exposes `Find / Explain / Act` framing in chat. That pushes the user to learn the system's internal reasoning model instead of simply asking for help.
- Empty-state search still carries too much product education: domain guides, quick actions, context exposition, and explanatory labels. That is useful for experts but too loud for a self-serve default.
- Current-scope behavior is correct as a ranking concept, but the UI still talks about the mechanism instead of simply showing the best in-scope answer first and only then out-of-scope overflow.
- Suggestion reliability is fixed only when the active corpus is actually ingested. A healthy process with an empty corpus is still a bad operator experience unless the UI suppresses or fails those paths explicitly.
## Product rules
1. Search is the primary entry point.
2. AdvisoryAI is a secondary deep-dive opened from search, not a competing starting point.
2. AdvisoryAI is a secondary deep-dive opened from search, not a competing starting point or route jump.
3. Search should infer relevance and intent; the user should not need to choose a mode.
4. Search should bias to the current page context automatically; the user should not need to toggle scope.
5. Search should never advertise a suggestion that cannot execute against the active corpus.
6. Search history should contain only successful searches.
7. Telemetry remains optional. Search behavior must not depend on analytics emission.
8. Search UI must avoid teaching Stella terminology or search mechanics before the operator has even started.
## Target interaction model
### Entry
- Keep one primary search field in the top bar.
- Add a compact AdvisoryAI launcher icon beside the search input.
- Opening chat from that icon inherits the current page, current query, and top evidence when available.
- Opening chat must stay on the current page through a global drawer or equivalent shell-level host. Search should not navigate the operator into a different feature route just to ask follow-up questions.
### Query understanding
- Infer likely user intent from the query and visible page context.
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- Remove the recovery panel.
- If top results are close in score, compose one short summary across them.
- If one result is clearly dominant, present that answer first and then cards.
- Prefer concise operator-facing labels over implementation-facing labels. The UI should show "best match here" and "also relevant elsewhere", not expose ranking jargon.
### Suggestions
- Page suggestions become executable search intents, not static chips.
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### History
- Persist and render only searches that returned results.
- Keep history clear as a low-emphasis icon action, not a labeled call-to-action.
- Existing history entries with zero results should be ignored on load so prior failed experiments do not pollute the empty state.
## Runtime rules
### Implicit scope weighting
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- Live Playwright coverage must assert that every surfaced suggestion returns visible results.
- A service health check alone is not enough. On 2026-03-07, `http://127.1.0.44/health` returned `200` while the live knowledge rebuild returned `documentCount=0`; the product still surfaced dead chips. Corpus readiness is the gate, not process liveness.
## Phase map
- Phase 1: FE primary-entry consolidation and removal of explicit search controls.
- Phase 2: AdvisoryAI implicit scope weighting, answer blending, and suggestion viability.
- Phase 3: FE consumption of overflow results and executable suggestion contracts.
- Implemented on 2026-03-07: backend `contextAnswer` is now preferred over frontend heuristics, overflow renders as a secondary result section, and suggestion viability preflight suppresses dead chips before they are shown.
- Phase 4: Live Playwright reliability matrix with corpus preflight and chip-success guarantees.
- Implemented on 2026-03-07: the live suite now rebuilds the active corpus, fails fast on empty knowledge projections, iterates every surfaced Doctor suggestion, and verifies Ask-AdvisoryAI inherits the live search context.
## Corrective execution phases
### Phase A - Search-first and assistant-second shell behavior
- Replace route-jumping chat opens with a global assistant drawer hosted by the shell.
- Remove mode switching from the assistant UI and prompt generation.
- Make the top-bar search icon the canonical assistant entry from any page.
### Phase B - Zero-learning search surface collapse
- Remove or minimize empty-state product education that teaches Stella structure instead of solving the current question.
- Keep `Did you mean` immediately under the input and keep overflow presentation subtle.
- Keep suggestions executable, short, and page-aware without extra explanation burden.
### Phase C - Ranking, answer blending, and optional telemetry
- Refine current-page/entity/action weighting so in-scope answers dominate when sensible.
- Blend answers only when the top evidence cluster is genuinely close; otherwise show a decisive primary answer.
- Ensure analytics, feedback, and quality telemetry can be disabled without breaking search, suggestions, history, or chat handoff.
### Phase D - Live ingestion-backed reliability matrix
- Keep mock-backed E2E for deterministic UI shape.
- Add live ingested E2E for the actual suggestions and answer experience on supported domains.
- Fail fast when corpus rebuild/readiness is missing so dead suggestions are treated as setup failures, not flaky UI tests.
## Current state
- Implemented before the corrective phases: explicit scope/mode/recovery controls were removed from the main search flow, implicit current-scope weighting and overflow contracts were added, and suggestion viability preflight now suppresses dead chips before render.
- Implemented before the corrective phases: the live Doctor suggestion suite now rebuilds the active corpus, fails on empty knowledge projections, iterates every surfaced suggestion, and verifies Ask-AdvisoryAI inherits the live search context.
- Still pending from the corrective phases: shell-level assistant unification, assistant de-mode-ing, empty-state collapse, broader live-page matrices, and explicit client-side telemetry opt-out.