Plan zero-learning search consolidation phases
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# Sprint 20260307-017 - Search Zero-Learning Consolidation Strategy
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## Topic & Scope
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- Capture the search/advisory redesign as a zero-learning product strategy rather than incremental control polish.
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- Record the live suggestion failure that proves current static chips are not corpus-aware.
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- Define phased implementation sprints with clear FE/backend/test ownership.
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- Working directory: `docs/`.
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- Expected evidence: strategy doc, phased sprint files, execution-log evidence for live failure, and explicit optional-telemetry guidance.
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## Dependencies & Concurrency
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- Depends on the shipped contextual search and self-serve answer work already documented in `SPRINT_20260307_004` and `SPRINT_20260307_005`.
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- Safe parallelism:
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- FE and AdvisoryAI implementation can proceed in parallel after this phase freezes the target UX model.
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- Live E2E work should wait until phases 1-3 stabilize their contracts.
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## Documentation Prerequisites
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- `docs/modules/advisory-ai/knowledge-search.md`
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- `docs/modules/advisory-ai/unified-search-architecture.md`
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- `docs/modules/ui/search-zero-learning-primary-entry.md`
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## Delivery Tracker
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### DOCS-ZL-001 - Record current UX and reliability failures
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Status: DONE
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Dependency: none
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Owners: Project Manager, Documentation author
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Task description:
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- Document the current conceptual overload in search: explicit modes, explicit scope control, recovery-panel language, and split search/chat entry points.
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- Record live evidence showing that rendered suggestion chips can fail because the active corpus is empty or insufficient.
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Completion criteria:
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- [x] The strategy doc records the current UX problems in product terms.
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- [x] The strategy doc records the live suggestion failure and why it matters.
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### DOCS-ZL-002 - Freeze the target interaction model and phase plan
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Status: DONE
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Dependency: DOCS-ZL-001
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Owners: Project Manager
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Task description:
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- Define the target zero-learning search model and break it into delivery phases that implementation teams can execute without ambiguity.
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Completion criteria:
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- [x] The target interaction rules are explicit.
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- [x] Phase ownership is split across FE, AdvisoryAI, and Playwright verification.
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- [x] Optional telemetry is stated as a non-negotiable requirement.
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## Execution Log
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| Date (UTC) | Update | Owner |
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| 2026-03-07 | Sprint created to reframe search as Stella Ops' primary self-serve entry point. | Project Manager |
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| 2026-03-07 | Verified a live failure against the running AdvisoryAI service at `http://127.1.0.44`: knowledge rebuild returned `documentCount=0`, `chunkCount=0`, and `doctorProjectionCount=0`; unified rebuild returned only `chunkCount=14`; querying `database connectivity` returned zero cards while the UI still advertised that suggestion. | Test Automation |
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| 2026-03-07 | Published the zero-learning search strategy and phased sprint set for FE consolidation, backend ranking/viability work, and live reliability enforcement. | Documentation author |
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## Decisions & Risks
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- Decision: search is the primary entry; AdvisoryAI becomes a secondary deep-dive action launched from search.
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- Decision: explicit search modes and explicit scope controls are product debt and should be removed from the main interaction.
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- Decision: telemetry remains optional and additive.
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- Risk: current static suggestion chips can mislead users when the active corpus is empty.
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- Mitigation: introduce suggestion viability gating and live corpus preflight in later phases.
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## Next Checkpoints
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- 2026-03-08: Start phase 1 FE consolidation.
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- 2026-03-09: Start phase 2 backend implicit-scope and suggestion-viability work.
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- 2026-03-10: Run the live reliability matrix over the new contract.
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# Sprint 20260307-018 - FE Search Primary Entry Consolidation
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## Topic & Scope
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- Make search the single primary top-bar entry point and move AdvisoryAI to a secondary icon action beside it.
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- Remove explicit search learning controls from the UI: modes, scope toggle, and recovery panel.
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- Simplify the empty, correction, result, and history states so users do not need to learn how Stella search works before it helps them.
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- Working directory: `src/Web/StellaOps.Web`.
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- Expected evidence: Angular unit tests, focused Playwright coverage, updated UI documentation, and a scoped commit.
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## Dependencies & Concurrency
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- Depends on `SPRINT_20260307_017_DOCS_search_zero_learning_consolidation_strategy.md`.
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- Safe parallelism:
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- AdvisoryAI ranking/viability work in phase 2 can start in parallel once the FE contract assumptions are explicit.
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## Documentation Prerequisites
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- `docs/modules/ui/search-zero-learning-primary-entry.md`
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- `docs/modules/advisory-ai/knowledge-search.md`
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## Delivery Tracker
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### FE-ZL-001 - Search-first top-bar entry with secondary chat launcher
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Status: TODO
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Dependency: none
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Owners: Developer (FE)
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Task description:
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- Keep one primary search input and add a compact AdvisoryAI launcher beside it.
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- Opening chat must inherit page context and current query when present.
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Completion criteria:
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- [ ] Search remains the primary focus target in the header.
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- [ ] AdvisoryAI launches from a secondary icon/button beside search.
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- [ ] Existing chat handoff still works from result cards and answer panels.
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### FE-ZL-002 - Remove explicit mode/scope/recovery controls
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Status: TODO
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Dependency: FE-ZL-001
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Owners: Developer (FE)
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Task description:
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- Remove the `Find / Explain / Act` segmented control, explicit scope chip, and recovery card panel from the main search UI.
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- Move `Did you mean` immediately under the input.
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Completion criteria:
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- [ ] No explicit mode control remains in the search panel.
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- [ ] No explicit scope toggle remains in the search panel.
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- [ ] No recovery panel remains in empty-result states.
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- [ ] `Did you mean` renders directly under the input when present.
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### FE-ZL-003 - History cleanup and low-emphasis clear action
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Status: TODO
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Dependency: FE-ZL-002
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Owners: Developer (FE)
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Task description:
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- Exclude zero-result history entries from the visible recent-search list.
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- Replace the current clear-history button with a discrete icon action.
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Completion criteria:
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- [ ] Recent history excludes searches with zero results.
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- [ ] Clear-history affordance is icon-based and visually low emphasis.
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- [ ] Search history tests cover the new behavior.
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### FE-ZL-004 - Focused FE verification
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Status: TODO
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Dependency: FE-ZL-003
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Owners: Test Automation
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Task description:
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- Add or update Angular and Playwright tests for the consolidated UI model.
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Completion criteria:
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- [ ] Unit tests cover removed controls and new placement rules.
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- [ ] Playwright covers the new top-bar, history, and `Did you mean` behavior.
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- [ ] Tests do not rely on deprecated `mode` or `scope` UI controls.
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## Execution Log
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| Date (UTC) | Update | Owner |
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| 2026-03-07 | Sprint created from the zero-learning search strategy. | Project Manager |
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## Decisions & Risks
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- Decision: the user should not be asked to choose a search mode before entering a query.
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- Decision: page scope becomes implicit UX, not an explicit control.
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- Risk: removing explicit controls may expose gaps in backend ranking that modes were previously masking.
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- Mitigation: phase 2 adds implicit-scope weighting and answer blending on the backend.
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## Next Checkpoints
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- 2026-03-08: Implement FE-ZL-001 through FE-ZL-003.
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- 2026-03-08: Run focused FE verification and commit the slice.
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# Sprint 20260307-019 - AdvisoryAI Implicit Scope Weighting and Suggestion Viability
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## Topic & Scope
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- Replace explicit user-controlled search modes with backend intent inference and answer blending.
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- Weight current page scope automatically, then surface overflow results from outside the page scope only when they are more sensible than staying narrow.
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- Ensure every surfaced suggestion is executable against the active corpus.
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- Working directory: `src/AdvisoryAI`.
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- Expected evidence: targeted AdvisoryAI tests, live rebuilt-corpus verification, updated API/docs, and a scoped commit.
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## Dependencies & Concurrency
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- Depends on `SPRINT_20260307_017_DOCS_search_zero_learning_consolidation_strategy.md`.
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- FE phase 1 can proceed in parallel because this phase preserves additive contracts until FE phase 3 consumes them.
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## Documentation Prerequisites
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- `docs/modules/ui/search-zero-learning-primary-entry.md`
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- `docs/modules/advisory-ai/knowledge-search.md`
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- `docs/modules/advisory-ai/unified-search-architecture.md`
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## Delivery Tracker
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### AI-ZL-001 - Implicit current-scope weighting with overflow fallback
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Status: TODO
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Dependency: none
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Owners: Developer (AdvisoryAI)
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Task description:
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- Weight current route/domain first, but do not hard-filter the query to that scope.
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- Return an explicit overflow set when outside-scope cards are materially stronger than in-scope cards.
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Completion criteria:
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- [ ] Current scope is applied as a ranking bias, not a hard toggle.
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- [ ] Query responses can distinguish primary in-scope cards from overflow cards.
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- [ ] Ranking remains deterministic.
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### AI-ZL-002 - Intent inference and blended answer summaries
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Status: TODO
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Dependency: AI-ZL-001
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Owners: Developer (AdvisoryAI)
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Task description:
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- Infer answer shape from the query and evidence instead of relying on client-selected `find`, `explain`, or `act` modes.
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- When top results are near-tied, emit a concise blended summary with bounded citations.
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Completion criteria:
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- [ ] No client mode input is required for good ranking behavior.
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- [ ] Responses can emit a blended summary across close top results.
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- [ ] Single-dominant-result behavior remains grounded and explicit.
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### AI-ZL-003 - Suggestion viability and corpus coverage signaling
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Status: TODO
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Dependency: AI-ZL-001
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Owners: Developer (AdvisoryAI)
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Task description:
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- Only return suggestions that are executable against the active corpus or domain coverage.
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- Add bounded coverage diagnostics so FE can suppress misleading chips when the relevant corpus is empty.
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Completion criteria:
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- [ ] Surfaced suggestions are backed by non-zero evidence or confirmed domain coverage.
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- [ ] Responses expose enough coverage state for FE to suppress dead suggestions.
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- [ ] Live verification covers the previously failing suggestion path.
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### AI-ZL-004 - Optional telemetry preservation
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Status: TODO
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Dependency: AI-ZL-001
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Owners: Developer (AdvisoryAI)
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Task description:
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- Preserve telemetry as optional and additive while the ranking and suggestion contracts evolve.
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Completion criteria:
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- [ ] Search behavior is correct when analytics events are never emitted.
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- [ ] New contracts do not require telemetry to function.
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### AI-ZL-005 - Targeted backend and live verification
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Status: TODO
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Dependency: AI-ZL-003
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Owners: Test Automation
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Task description:
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- Add focused tests for implicit scope weighting, overflow results, blended answers, and executable suggestions.
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- Re-run the live rebuilt-corpus lane and confirm the prior suggestion failure is either fixed or suppressed correctly.
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Completion criteria:
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- [ ] Targeted `.csproj`-level evidence exists for the new ranking contract.
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- [ ] Live verification covers at least one formerly failing suggestion path.
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- [ ] Execution logs record the exact commands and outcomes.
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## Execution Log
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| Date (UTC) | Update | Owner |
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| --- | --- | --- |
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| 2026-03-07 | Sprint created from the zero-learning search strategy and the reproduced live suggestion failure. | Project Manager |
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## Decisions & Risks
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- Decision: implicit scope weighting replaces explicit scope selection in the primary search UX.
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- Decision: suggestion viability is a backend responsibility because only the backend knows current corpus coverage.
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- Risk: live corpora may be partially empty in local/dev deployments.
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- Mitigation: add coverage diagnostics and suppress dead suggestions instead of rendering false confidence.
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## Next Checkpoints
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- 2026-03-09: Implement AI-ZL-001 through AI-ZL-003.
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- 2026-03-09: Re-run live verification on the suggestion path.
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# Sprint 20260307-020 - FE Search Result Consolidation and Chat Handoff
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## Topic & Scope
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- Consume the backend's implicit-scope and suggestion-viability contract.
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- Present search as a zero-learning result flow with primary in-scope answers, optional overflow results, and secondary chat deep-dive actions.
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- Working directory: `src/Web/StellaOps.Web`.
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- Expected evidence: Angular unit tests, Playwright coverage, updated docs, and a scoped commit.
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## Dependencies & Concurrency
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- Depends on `SPRINT_20260307_018_FE_search_primary_entry_consolidation.md`.
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- Depends on `SPRINT_20260307_019_AdvisoryAI_implicit_scope_weighting_and_suggestion_viability.md` for the additive response contract.
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## Documentation Prerequisites
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- `docs/modules/ui/search-zero-learning-primary-entry.md`
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- `docs/modules/advisory-ai/unified-search-architecture.md`
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## Delivery Tracker
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### FE-ZL-005 - Render primary and overflow result sections
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Status: TODO
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Dependency: none
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Owners: Developer (FE)
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Task description:
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- Render primary in-scope cards first, then an overflow section only when the backend returns stronger outside-scope evidence.
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Completion criteria:
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- [ ] Primary and overflow result sections are visually distinct.
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- [ ] Overflow is hidden when not returned.
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- [ ] No manual scope toggle is reintroduced.
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### FE-ZL-006 - Executable suggestion rendering
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Status: TODO
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Dependency: FE-ZL-005
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Owners: Developer (FE)
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Task description:
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- Render only backend-confirmed executable suggestions.
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- Hide or downgrade suggestions when the backend signals missing corpus coverage.
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Completion criteria:
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- [ ] Dead suggestions are not rendered as clickable chips.
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- [ ] Coverage-empty states do not advertise invalid queries.
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- [ ] Existing page-suggestion behavior is migrated to the new contract.
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### FE-ZL-007 - Consolidated answer and chat deep-dive handoff
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Status: TODO
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Dependency: FE-ZL-005
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Owners: Developer (FE)
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Task description:
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- Keep answer summaries concise and keep chat as the detailed deep-dive path from the new launcher and answer surfaces.
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Completion criteria:
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- [ ] Search answers stay concise.
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- [ ] Chat handoff is available from the top bar and the answer surface.
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- [ ] Handoff carries current query, page context, and top evidence.
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### FE-ZL-008 - Focused FE verification
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Status: TODO
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Dependency: FE-ZL-006
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Owners: Test Automation
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Task description:
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- Add or update Playwright and unit coverage for overflow results, executable suggestions, and chat handoff.
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Completion criteria:
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- [ ] Tests assert overflow rendering only when the backend returns it.
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- [ ] Tests assert that every rendered suggestion is executable.
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- [ ] Tests cover the new chat launcher path.
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## Execution Log
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| Date (UTC) | Update | Owner |
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| 2026-03-07 | Sprint created from the zero-learning search strategy. | Project Manager |
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## Decisions & Risks
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- Decision: chat is a deep-dive path, not a parallel start experience.
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- Risk: old FE code may still assume `mode` or explicit scope controls.
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- Mitigation: remove those assumptions in phase 1 before consuming the new contract here.
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## Next Checkpoints
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- 2026-03-10: Implement FE-ZL-005 through FE-ZL-007.
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- 2026-03-10: Run focused FE verification and commit the slice.
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# Sprint 20260307-021 - Playwright Search Live Reliability Matrix
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## Topic & Scope
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- Prove the consolidated search experience behaviorally with live and mocked Playwright coverage.
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- Guarantee that surfaced suggestions execute successfully in the environments where they are shown.
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- Add corpus preflight so live tests fail loudly when coverage is missing instead of silently treating dead suggestions as valid UX.
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- Working directory: `src/Web/StellaOps.Web`.
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- Expected evidence: Playwright specs, live corpus preflight, command output, and a scoped commit.
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## Dependencies & Concurrency
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- Depends on `SPRINT_20260307_018_FE_search_primary_entry_consolidation.md`.
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- Depends on `SPRINT_20260307_019_AdvisoryAI_implicit_scope_weighting_and_suggestion_viability.md`.
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- Depends on `SPRINT_20260307_020_FE_search_result_consolidation_and_chat_handoff.md`.
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## Documentation Prerequisites
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- `docs/modules/ui/search-zero-learning-primary-entry.md`
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- `docs/operations/unified-search-operations.md`
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- `src/AdvisoryAI/__Tests/INFRASTRUCTURE.md`
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## Delivery Tracker
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### QA-ZL-001 - Live corpus preflight
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Status: TODO
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Dependency: none
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Owners: Test Automation
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Task description:
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- Before running live suggestion flows, assert that the relevant corpus has data for the domains under test.
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- Fail fast when the corpus is empty instead of allowing misleading suggestion passes/failures.
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Completion criteria:
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- [ ] Live tests verify corpus coverage before exercising knowledge suggestions.
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- [ ] Failure output explains whether the issue is corpus emptiness or UX execution.
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### QA-ZL-002 - Suggestion execution guarantee
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Status: TODO
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Dependency: QA-ZL-001
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Owners: Test Automation
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Task description:
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- Assert that every rendered suggestion chip returns visible results or is suppressed.
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Completion criteria:
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- [ ] Live and mocked specs cover suggestion execution.
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- [ ] Surfaced suggestions have 100% visible-result success in the tested matrix.
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### QA-ZL-003 - Zero-learning interaction matrix
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Status: TODO
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Dependency: QA-ZL-002
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Owners: Test Automation
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Task description:
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- Cover doctor, findings, policy, timeline, and release routes.
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- Assert no explicit mode/scope/recovery controls remain in the main search UX.
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Completion criteria:
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- [ ] Route matrix covers the main pages that own contextual search.
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- [ ] Tests assert the absence of deprecated controls.
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- [ ] Tests assert `Did you mean` placement, history behavior, and chat launcher behavior.
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## Execution Log
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| Date (UTC) | Update | Owner |
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| --- | --- | --- |
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| 2026-03-07 | Sprint created from the reproduced live suggestion failure and the zero-learning search strategy. | Project Manager |
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## Decisions & Risks
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- Decision: live Playwright must distinguish ingestion emptiness from UX failure.
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- Risk: a green mocked suite can hide a broken live corpus.
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- Mitigation: add explicit live preflight and chip-success assertions.
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## Next Checkpoints
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- 2026-03-10: Add live preflight and suggestion execution assertions.
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- 2026-03-10: Run the full live reliability matrix.
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