feat(trekresearch): add Phase 4.5 dimension discovery and amend Independence rule
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3 changed files with 121 additions and 5 deletions
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@ -391,6 +391,34 @@ other agents — the value of Gemini is independence.
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small = halved, medium/large = default
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- convention-scanner: medium+ codebases only (50+ files)
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## Phase 4.5 — Dimension discovery
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**Skip this phase entirely unless `phase_signal_result.effort == 'high'`.**
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Phase 4 retrieves more than the interview knew to ask for. This phase mines
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that surplus: findings that were **retrieved but unintegrated** — material an
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agent surfaced that no interview dimension claims.
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1. **Mine.** Walk the Phase-4 agent results and collect findings that map to
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no existing dimension.
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2. **Rerank.** Order candidates by relevance to the research question **and**
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dissimilarity to the dimensions already on the list. A candidate that
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restates an existing dimension is not a discovery.
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3. **Augment under the existing ceiling.** Append candidates to the dimension
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list only while the **whole** list (interview + discovered) stays at or
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below `maxDimensions: 8` (`settings.json:16`). The ceiling is **not**
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raised here, so the documented 3–8 dimension range stays true and the
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README prose about it stays untouched. If the interview already produced 8
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dimensions, this phase discovers nothing and says so.
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4. **Record the baseline.** Keep the interview-derived count as
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`dimensions_baseline` so the discovered delta is machine-readable against
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the final `dimensions` (Phase 8 stats).
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Every outbound query generated from a discovered dimension passes
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`query-privacy-gate.mjs` before it leaves the machine — see the per-turn
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protocol in Phase 5. That gate is the compensating control for the
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Independence crossing this phase makes (see Hard rules → Independence).
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## Phase 5 — Targeted follow-ups
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Review all agent results. Identify knowledge gaps — dimensions where findings
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@ -727,6 +755,16 @@ Low effort: inline research only, no agent swarm (existing
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- **Sources required:** Every claim must cite a source. No unsourced findings.
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- **Independence:** Do not pre-bias external agents with local findings or vice versa.
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Triangulate AFTER independent research.
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**Amended (v5.10) for Phase 4.5:** dimension discovery deliberately crosses this
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rule. Its candidate dimensions are mined from the Phase-4 result set, which
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contains output from the five local codebase agents, so a discovered dimension
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can carry local context into an external query. The crossing is bounded to
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Phase 4.5 and the Phase 5 loop it feeds, it never applies to the initial
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external swarm (which stays blind to local findings), and the compensating
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control is `query-privacy-gate.mjs`: every outbound query is inspected before
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it leaves the machine, with a hard-block tier for secret-shaped strings that no
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operator flag can override. Triangulation still happens AFTER independent
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research.
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- **Graceful degradation:** If MCP tools are unavailable (Tavily, Gemini, MS Learn),
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proceed with available tools and note limitations in brief metadata.
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- **Cost:** Model resolution at Agent-spawn sites is a three-layer fallback:
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