feat: probe/teach agent split — explicit phase markers, position-only plan map
Diagnosis (2026-09-11 user testing, minimal-effort GLM): sessions stuck on 'plan' forever. Two causes: (1) the three-phase view read the stored tree's currentNodeId, which nothing ever writes post author-once (2026-09-03) — a structural dead seam; (2) the teacher stochastically left quiz.nodeId untagged, and done-by-quiz-result semantics would have falsely completed nodes anyway. The redesign (docs/probe-teach-split.md) abolishes derived occupancy in favor of explicit events: - Two agents over one transcript: createProberAgent (quiz without a nodeId field, ask, probe_done) and createTeacherAgent (full toolset, plan_init onward). The chat-handler construction branch keys on a probe_done part in the transcript. MODELS.prober added. - probe_done: server-side seam tool — carries the learner assessment (strands + free-form edge read), refuses while a question is open or the probe is already concluded, and queues a handoff steer through the generalized wake pipeline (steers now dedupe by id, not jobId; job finalization only for job steers). The teacher auto-wakes and authors the plan; the learner sees the assessment via the probe-done card. - phases: probe ends at a concluded probe_done, plan ends at a successful plan_init — strictly sequential, no skipping, no legacy compatibility (data wiped at the pivot per doctrine). - Plan map = position, not completion: derivePlanStatuses reads only tagged quiz CALLS (state/outcome feed nothing); current = latest tagged node with consecutive duplicates collapsed, visited = earlier distinct stays (a revisit stays in both — current wins at render). PlanTree is structure-only; currentNodeId/doneNodeIds and the dead mutation helpers are gone. No fallback current. - Prompts split per agent (prompts/prober/, prompts/teacher/ over the trimmed shared base); graph-context injection removed entirely (shelved, docs/probe-teach-split.md §5); knowledge-graph context no longer reaches either agent. - Plan blocks are full-only snapshots at plan_init (neighborhood machinery retired; the persistent DAG window is the future UI wave); usage capture unchanged. Gates: tsc clean, 294/294 tests (phases/plan-tree/plan-blocks/question- tools rewritten to the new semantics; probe-done + handoff-wake tests added), lint, build. Live GLM smoke PASS: prober concluded with an honest assessment, teacher auto-woke, authored a 10-node plan with the block attached, then tagged checks on slope-instinct → secant derived current/ visited exactly as designed; grading honest both ways (driver off-by-one proved a wrong answer grades false).
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# The probe→teach agent split & plan-movement semantics
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Shared understanding reached 2026-09-11 (user + master session). This is the
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convergence record — the decided design, with reasoning. It is not a task
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list; implementation waves are planned against it.
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---
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## 1. Two agents, one conversation
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Probing and teaching are structurally so different that they get **separate
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agents**: separate system prompts and separate tool sets, each fully
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fleshed-out with a major focus on its own phase. The split extracts more
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system-instruction alignment: neither agent carries the other phase's bulk
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(neither needs the specifics — each gets only a brief summary of the other's
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philosophy so they share a view of the whole process).
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- **The prober** runs the probing phase: quiz + ask_user_question +
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`probe_done`. Its quiz is a *different tool* (different schema: **no
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`nodeId` field at all**) under the same name, so the model is never shown a
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field it must not use. No plan tools, no jobs, no demos.
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- **The teacher** runs everything from planning onward: full tool set
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(teach quiz with nodeId, plan_init, jobs, demos). Constructed the moment the
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transcript carries a `probe_done`.
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- **The swap happens between probing and planning** — the planning phase
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needs full knowledge of how teaching is done, so the teacher agent starts
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at planning.
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- **They share the message history.** No fresh start: the history holds
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subtleties an assessment summary would lose. History tool parts are
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content, not live schemas — the teacher reads the prober's quiz calls as
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past conversation; the one foreign tool (`probe_done`) reads as a concluded
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past action, and even a hypothetical re-call degrades to a returned
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tool-error (the return-to-agent doctrine).
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- **Invisible to the user**: same chat, same record, same UI. The agents are
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constructed per-request by the same composition root; "which agent" is a
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construction branch, not a handoff.
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## 2. `probe_done` — the seam tool
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The prober concludes explicitly:
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- **Server-side tool.** Input: the learner assessment. Output: ok/error.
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- **Refuses while a question is open** ("resolve the open question first") —
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same doctrine as nodeId validation.
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- **Refuses a second conclusion** (idempotent: the probe concludes once).
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- The assessment is the tool call's input, so it streams to the learner live
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and is durable in the transcript by the tool result itself. A dedicated
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assessment card/viewer comes later (UI).
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- **Assessment shape (v1, refine later): a list of dependency strands + a
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free-form read of the learner's edge on each.** The probe was already a
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binary search per strand the lesson depends on; the assessment formalizes
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exactly that. Optional overall summary.
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- **Side effect: it queues the handoff.** When the prober's turn ends, the
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wake pipeline (the same machinery that delivers sub-agent results and
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abort steers) fires a server-side turn with a handoff steer — the teacher
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is constructed (probe_done is in the transcript) and authors the plan.
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The learner experiences assessment → plan as one continuous flow. If the
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wake is lost (crash window), the next client message still constructs the
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teacher — the transcript is the source of truth.
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## 3. `nodeId` semantics — position, not completion
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The old contract read a *correct* answer on a tagged check as "node done."
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That is the wrong signal and is **abolished**. The new contract:
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> **`nodeId` on a quiz means: "this question is about this node."**
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> Nothing else. It is a position signal, never a completion signal.
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- **Current node = the node referenced by the most recent tagged quiz
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call** (the call, not the result — any state counts).
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- **Visited = every node that appeared in an earlier tagged quiz call.**
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Sticky, monotonic. There is **no done ledger and no done bookkeeping of
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any kind** — everything is inferred from the session history. The stored
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tree carries structure only (the author-once protocol taken to its
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conclusion: `currentNodeId`/`doneNodeIds` are removed from the tree).
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- **A node spans multiple turns and multiple checks naturally.** Several
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questions may tag the same node — the map stays put. The teacher moving to
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a new node *is* the teacher's judgment that the previous one is finished,
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regardless of individual check outcomes (a failed check followed by a
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re-teach and a move-on is still a visited node).
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- **Failed checks move nothing.** Results no longer feed derivation at all.
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- **Untagged checks are legal ad-hoc checks** — they don't move the map
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(quick comprehension checks don't need nodes). Not every check needs a
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node. The prompt stresses tagging when teaching a map node: an untagged
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stream leaves the map frozen (lost signal).
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- **No fallback current.** Before the first tagged check nothing is
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current. No derived-from-prereqs guess.
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- Present-but-invalid ids are still rejected at the call boundary (existing
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validation, return-to-agent retry).
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- Visualization: current node gets a special highlight; visited nodes
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render visible (not grayed); upcoming nodes gray out. "Where have we
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been, where are we."
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## 4. Phases — explicit events, no occupancy derivation
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The phase chain is **event-driven**:
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**probe (prober)** — `probe_done` → **planning (teacher)** — `plan_init`
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presents the plan → **accept** → **teach (teacher)**
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- The broken derived-occupancy seam (phase-of-tree via `currentNodeId`
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nothing ever sets — the stuck-on-plan bug) is **replaced, not patched**.
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- Interim rule until the accept-plan UI lands: a successful `plan_init`
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marks plan→teach. (The accept gate is designed but deferred — §7.)
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- The session picker phase derives from transcript markers the same way.
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## 5. No global-graph context in sessions (for now)
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Both agents run **fully standalone** — no knowledge-graph injection into
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either prompt. The graph-as-session-context idea (W8) is shelved until
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there's a considered design for what it should actually feed. The global
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knowledge graph remains what the extraction pipeline builds; nothing in
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lesson prompts reads it.
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## 6. The plan UI: persistent DAG window (direction)
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The injected-blocks approach is superseded: the plan should live in a
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**persistent DAG window** in the conversation view (like the background-
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processes dock): always present, zoomed on the current node, auto-moving
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as the lesson advances; click → full plan (the existing popup survives as
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the expanded view). Exact layout/design is refined in the UI session.
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Interim until that wave: the full plan block still renders in the flow at
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plan authoring (plan presentation moment; statuses are accurate at that
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instant) and remains the popup's entry point. The neighborhood-block
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machinery (frozen fragments) is retired — snapshots can't represent
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live-derived movement.
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## 7. Deferred / later waves (designed, not now)
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- **Accept-plan UI** — when the teacher presents the plan, the composer
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changes to a formal accept control (two send buttons: green accept-plan /
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continue; red decline) — first `plan_init` only, never re-authorings.
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That acceptance is the explicit planning→teach signal. Ideated in the UI
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session.
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- **Assessment viewer** — the strand assessments displayed to the learner
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as a proper card (data already durable in the transcript).
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- **Model / thinking control** — currently hardcoded per role in
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`config.ts` MODELS. The split gives natural `MODELS.prober` /
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`MODELS.teacher` entries; runtime control comes after.
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- **Graph context, properly designed** — what the global graph should feed
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into sessions (§5).
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## 8. No backwards compatibility — ever
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Legacy sessions are not supported. At major pivots the testing data is
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wiped and re-grown from new testing. No compat shims, no legacy marker
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fallbacks, no migration of old trees. `probe_done` is the only teacher
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construction key; sessions without it are prober sessions (dead legacy
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data is garbage to be wiped, not accommodated).
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---
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## Diagnosis context (why this pivot)
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The 2026-09-11 user testing round (Nietzsche + Lacan sessions, minimal-
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effort GLM) exposed: (1) the teacher never tagged `nodeId` — every quiz in
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both sessions was untagged, so nothing ever derived; (2) the phase system
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structurally could not leave "plan" — `phaseOfTree` read `currentNodeId`,
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which the author-once protocol never sets, so no session could reach
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"teach"; (3) with result-derived "done," one passed check would have
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falsely finished a node. Model-compliance issues (untagged checks,
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free-text correctAnswer) are expected to shrink with higher thinking
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budgets and runtime model control — but the *semantics* had to be right
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first. Model mistakes are good test material: they exercise the
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return-to-agent validation loops.
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