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356 changes: 356 additions & 0 deletions STATE.scm
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;;; STATE.scm — Wayfinder: Epistemic Infrastructure for Journalism
;;; Checkpoint/restore state for AI-assisted development
;;; Format: Guile Scheme s-expressions
;;; Version: 0.1.0

;;;============================================================================
;;; METADATA
;;;============================================================================

(define-state metadata
(format-version "0.1.0")
(created "2025-12-08")
(updated "2025-12-08")
(project-name "Wayfinder")
(project-version "0.1.0-alpha")
(repository "https://github.com/hyperpolymath/im-docs"))

;;;============================================================================
;;; USER CONTEXT
;;;============================================================================

(define-state user-context
(name "hyperpolymath")
(roles
("PhD candidate" . "under Nico Carpentier")
("journalist" . "NUJ member")
("project lead" . "Wayfinder"))
(constraints
(time "PhD completion priority")
(energy "burnout risk acknowledged"))
(values
("epistemic humility" . "we can be wrong")
("transparency" . "show the work")
("democratic accessibility" . "knowledge for all")
("epistemic justice" . "multiple valid ways of knowing"))
(tool-preferences
(editor "unspecified")
(platform-candidates "Obsidian" "TiddlyWiki" "Notion")
(tech-stack-planned "SvelteKit" "PostgreSQL" "D3.js" "Python/FastAPI")))

;;;============================================================================
;;; CURRENT POSITION
;;;============================================================================

(define-state current-position
(phase "Phase 1: Proof of Concept")
(status "documentation-complete, implementation-pending")
(what-exists
("Comprehensive conceptual framework" . complete)
("PROMPT framework (6-dimension claim evaluation)" . complete)
("Four-level heutagogic learning pathway" . complete)
("Cognitive science integration" . complete)
("SWOT analysis" . complete)
("Complete governance model" . complete)
("RSR compliance (Bronze+ level)" . complete)
("Repository infrastructure" . complete)
("GitHub Actions CI/CD" . complete))
(what-does-not-exist
("Level 1 training materials" . needed-for-mvp)
("Evidence mapping templates" . needed-for-mvp)
("PROMPT worksheets" . needed-for-mvp)
("First example investigation" . needed-for-mvp)
("Website (even simple)" . needed-for-mvp)
("Beta testers" . needed-for-mvp)
("Working software" . phase-2)
("Custom platform" . phase-2)
("Business model" . unresolved)))

;;;============================================================================
;;; ROUTE TO MVP v1
;;;============================================================================

(define-state mvp-route
(target "Proof of Concept with 5-10 journalist beta testers")
(timeline "4 weeks from start")

(week-1
(goal "Foundation materials")
(tasks
("Document Level 1 pathway in detail" . pending)
("Create evidence mapping template" . pending)
("Create PROMPT worksheet template" . pending)
("Build one complete example investigation" . pending)))

(week-2
(goal "Initial validation")
(tasks
("Share with 3 journalist friends for feedback" . pending)
("Iterate based on feedback" . pending)
("Refine Level 1 materials" . pending)))

(week-3
(goal "Public presence")
(tasks
("Build simple website (GitLab/GitHub Pages)" . pending)
("Create signup mechanism for beta testers" . pending)
("Prepare onboarding materials" . pending)))

(week-4
(goal "Beta launch")
(tasks
("Recruit first 5-10 participants" . pending)
("Begin Level 1 pilot" . pending)
("Collect structured feedback" . pending)))

(mvp-success-criteria
("5-10 journalists complete Level 1" . measurable)
("Each produces one evidence-mapped claim" . tangible-output)
("Feedback validates core value proposition" . qualitative)
("Clear signal on whether to proceed to Phase 2" . go/no-go)))

;;;============================================================================
;;; KNOWN ISSUES & BLOCKERS
;;;============================================================================

(define-state issues
(critical
((id . "ISS-001")
(title . "No example investigation exists")
(impact . "Cannot demonstrate value proposition without concrete example")
(status . blocked)
(blocker . "Need to choose which complex story to use")
(action . "Decide on first investigation topic"))

((id . "ISS-002")
(title . "Platform decision unmade")
(impact . "Cannot create materials without knowing where they live")
(status . blocked)
(blocker . "Obsidian vs TiddlyWiki vs Notion evaluation incomplete")
(action . "Make platform decision for Phase 1")))

(high
((id . "ISS-003")
(title . "No beta tester recruitment strategy")
(impact . "MVP requires 5-10 journalists; no plan to find them")
(status . open)
(action . "Define recruitment channels and pitch"))

((id . "ISS-004")
(title . "Success metrics undefined")
(impact . "Cannot evaluate MVP success without clear metrics")
(status . open)
(action . "Define what 'success' means quantitatively and qualitatively")))

(medium
((id . "ISS-005")
(title . "Production cost is 10x traditional journalism")
(impact . "Adoption barrier for time-pressed journalists")
(status . acknowledged)
(mitigation . "Level 1 designed to be minimal viable effort"))

((id . "ISS-006")
(title . "No business model")
(impact . "Long-term sustainability unclear")
(status . deferred)
(rationale . "Focus on proving value before monetization")))

(risks
((id . "RISK-001")
(title . "Burnout")
(description . "Solo PhD candidate with competing priorities")
(mitigation . "Strict scope control; MVP-first mentality"))

((id . "RISK-002")
(title . "Scope creep")
(description . "Framework is intellectually rich; temptation to add complexity")
(mitigation . "Ruthless prioritization; 4-week hard deadline"))

((id . "RISK-003")
(title . "Perfectionism trap")
(description . "Can't launch until perfect")
(mitigation . "Good enough is good enough for MVP"))))

;;;============================================================================
;;; QUESTIONS FOR USER
;;;============================================================================

(define-state questions
(decisions-needed
((id . "Q-001")
(question . "Which complex story will you use for the first example investigation?")
(context . "Needs to demonstrate PROMPT framework value without being too controversial for initial testing")
(constraints . "Should be accessible, documentable, and have rich evidence ecosystem")
(options . ("Recent investigative piece you've worked on"
"Classic case study (e.g., Theranos, COVID origins)"
"Ongoing story you're actively researching")))

((id . "Q-002")
(question . "What platform for Phase 1 materials?")
(context . "Need somewhere to host Level 1 pathway, templates, and example investigation")
(options . (("Obsidian" . "Local-first, markdown, graph view, but requires app install")
("TiddlyWiki" . "Single HTML file, extremely portable, steep learning curve")
("Notion" . "Easy to share, collaborative, but proprietary")
("Plain GitHub Pages" . "Simple, version controlled, accessible")))
(recommendation . "GitHub Pages for maximum accessibility in MVP"))

((id . "Q-003")
(question . "How will you recruit the first 5-10 beta testers?")
(context . "Need working journalists willing to spend 4-8 hours on Level 1")
(options . ("NUJ network and contacts"
"Academic journalism department connections"
"Social media (journalism Twitter/Mastodon)"
"Direct outreach to journalists whose work you admire")))

((id . "Q-004")
(question . "What does MVP success look like to you?")
(context . "Need clear go/no-go criteria for Phase 2")
(suggested-metrics . (("Completion rate" . ">50% of beta testers finish Level 1")
("Output quality" . "Peer assessment of evidence maps")
("NPS score" . "Would recommend to colleague")
("Qualitative" . "3+ testimonials about value")))))

(clarifications-needed
((id . "Q-005")
(question . "What's your PhD timeline?")
(context . "Need to understand time constraints and how Wayfinder fits"))

((id . "Q-006")
(question . "Are there existing journalist contacts you could approach this week?")
(context . "Week 2 requires feedback from 3 journalists"))))

;;;============================================================================
;;; LONG-TERM ROADMAP
;;;============================================================================

(define-state roadmap
(phase-1
(name . "Proof of Concept")
(duration . "Weeks 1-4")
(status . in-progress)
(goal . "Validate core value proposition with minimal viable materials")
(deliverables
("Level 1 materials" . "Evidence mapping templates, PROMPT worksheets")
("First example investigation" . "Complete evidence ecosystem demonstration")
("Simple website" . "GitHub/GitLab Pages")
("Beta cohort" . "5-10 journalists through Level 1"))
(success-criteria
("Journalists find value in evidence mapping approach")
("Materials are usable without extensive support")
("Clear signal on whether to continue")))

(phase-2
(name . "Custom Platform")
(duration . "Months 3-9")
(status . planned)
(goal . "Build dedicated tooling for evidence mapping and PROMPT analysis")
(tech-stack
(backend . "Python (FastAPI or Django)")
(database . "PostgreSQL")
(cache . "Redis")
(storage . "MinIO")
(frontend . "SvelteKit")
(styling . "TailwindCSS")
(visualization . "D3.js")
(container . "Podman")
(hosting . "Self-hosted or Hetzner (EU data sovereignty)"))
(deliverables
("Evidence mapping interface" . "Visual tool for claim-evidence relationships")
("PROMPT analysis tool" . "Structured evaluation interface")
("Collaborative features" . "Multiple journalists on same investigation")
("Export capabilities" . "Generate publishable outputs"))
(dependencies
("Phase 1 success" . "Must validate approach before building")
("Clear UX patterns" . "Learned from Phase 1 feedback")))

(phase-3
(name . "Ecosystem Building")
(duration . "Months 9-12")
(status . planned)
(goal . "Build community and establish Wayfinder as methodology")
(deliverables
("Training program" . "All 4 capability levels documented and tested")
("Community infrastructure" . "Forum, Discord, or similar")
("Case study library" . "Multiple example investigations")
("Academic integration" . "Published research on methodology"))
(partnerships
("Journalism schools" . "Curriculum integration")
("News organizations" . "Pilot programs")
("Academic institutions" . "Research collaboration")))

(phase-4
(name . "Scaling & Sustainability")
(duration . "Months 12-18+")
(status . vision)
(goal . "Sustainable operation and widespread adoption")
(business-model-candidates
("Foundation funding" . "Journalism/democracy grants")
("Institutional licensing" . "News organizations, universities")
("Training revenue" . "Workshops and certification")
("Consulting" . "Implementation support"))
(success-vision
("Wayfinder becomes standard methodology for complex investigations")
("Network of trained Wayfinder journalists")
("Self-sustaining organization")
("Measurable impact on public epistemics"))))

;;;============================================================================
;;; CRITICAL NEXT ACTIONS
;;;============================================================================

(define-state next-actions
(immediate
((priority . 1)
(action . "Decide on first investigation topic")
(blocker-for . "ISS-001")
(owner . "user")
(deadline . "This week"))

((priority . 2)
(action . "Choose Phase 1 platform")
(blocker-for . "ISS-002")
(owner . "user")
(recommendation . "GitHub Pages")
(deadline . "This week"))

((priority . 3)
(action . "Create Level 1 evidence mapping template")
(owner . "claude + user")
(depends-on . "Platform decision")
(deadline . "Week 1"))

((priority . 4)
(action . "Create PROMPT worksheet template")
(owner . "claude + user")
(depends-on . "Platform decision")
(deadline . "Week 1")))

(this-week
("Define success metrics for MVP" . "Q-004")
("Identify 3 journalists for Week 2 feedback" . "Q-003")
("Draft Level 1 pathway document" . "Week 1 deliverable"))

(blocked-until-decisions
("Build example investigation" . "Needs topic decision (Q-001)")
("Create template files" . "Needs platform decision (Q-002)")
("Begin recruitment" . "Needs beta tester strategy (Q-003)")))

;;;============================================================================
;;; SESSION CONTEXT
;;;============================================================================

(define-state session-context
(last-session "2025-12-08")
(conversation-summary
"Created STATE.scm checkpoint file documenting current position,
MVP route, issues, questions, and long-term roadmap for Wayfinder project.")
(key-decisions-made
("Acknowledged documentation phase is complete")
("Identified critical blockers for MVP"))
(handoff-notes
"Project is well-documented but pre-implementation.
User needs to make 4 key decisions (Q-001 through Q-004) before
substantive development work can begin.
Recommend starting next session by addressing the questions."))

;;; end STATE.scm