inter-hub/workplans/IHUB-WP-0005-ihf-phase5-agent-assisted-distillation.md

id, type, title, domain, repo, status, owner, topic_slug, created, updated, state_hub_workstream_id

id	type	title	domain	repo	status	owner	topic_slug	created	updated	state_hub_workstream_id
IHUB-WP-0005	workplan	IHF Phase 5 — Agent-Assisted Distillation and Suggestion	inter_hub	inter-hub	active	custodian	inter_hub	2026-03-29	2026-03-29	535a6479-9852-4386-8ad0-f86397a018c5

IHF Phase 5 — Agent-Assisted Distillation and Suggestion

Goal

Introduce bounded AI support into the interaction-governance loop. Phase 4 established the antifragility loop — outcome signals, regression detection, recurrence tracking. Phase 5 adds AI capability to reduce the cognitive burden on human reviewers: cluster summaries, drafted requirement candidates, duplicate detection, policy-sensitivity flagging, and implementation path proposals.

All AI outputs are attributable (model_ref recorded), reviewable (AgentReviewRecord), and reversible (proposals can be rejected). No autonomous final decisions. No silent requirement promotion.

Background

Phase 1 (IHUB-WP-0001) delivered the Minimal Interaction Core. Phase 2 (IHUB-WP-0002) delivered Structured Feedback and Triage. Phase 3 (IHUB-WP-0003) delivered Governance and Decision Linkage. Phase 4 (IHUB-WP-0004) delivered Outcome Observation and Antifragility. All Phase 4 exit criteria are met.

Phase 5 is the fifth of eight phases in the IHF specification (specs/InteractionHubFrameworkSpecification_v0.1.md, §14 Phase 5).

Technology stack: IHP v1.5 (Haskell, Nix), PostgreSQL, Anthropic API (claude-sonnet-4-6). Agent calls are synchronous HTTP in controller actions. API key from IHP_ANTHROPIC_API_KEY environment variable.

Reference: docs/ihp-overview.md, docs/ihp-data-and-queries.md, docs/ihp-controllers-views-forms.md, docs/ihp-realtime.md.

Phase 5 Exit Criteria (from IHF spec §14 Phase 5)

• AI assistance reduces triage and synthesis burden
• Human reviewers remain in control
• AI outputs are auditable and attributable

Data Artifacts Introduced (Phase 5)

AgentProposal, AgentReviewRecord, ConfidenceAnnotation

---

Tasks

T01 — Schema: AgentProposal, AgentReviewRecord, ConfidenceAnnotation

id: IHUB-WP-0005-T01
status: done
priority: high
state_hub_task_id: "6e1a9d31-a7e9-4d71-a726-44eaf739371c"

Add Phase 5 tables to Application/Schema.sql and write migration:

CREATE TABLE agent_proposals (
    id UUID DEFAULT uuid_generate_v4() PRIMARY KEY NOT NULL,
    proposal_type TEXT NOT NULL,
    -- proposal_type values: summary | requirement_draft | duplicate_flag |
    --                        policy_flag | impl_proposal
    source_widget_id    UUID REFERENCES widgets(id) ON DELETE SET NULL,
    source_candidate_id UUID REFERENCES requirement_candidates(id) ON DELETE SET NULL,
    source_thread_id    UUID REFERENCES annotation_threads(id) ON DELETE SET NULL,
    source_decision_id  UUID REFERENCES decision_records(id) ON DELETE SET NULL,
    content   TEXT NOT NULL,
    model_ref TEXT NOT NULL,  -- e.g. "claude-sonnet-4-6"
    confidence NUMERIC CHECK (confidence BETWEEN 0 AND 1),
    status TEXT NOT NULL DEFAULT 'pending',
    -- status values: pending | accepted | rejected | superseded
    created_at TIMESTAMP WITH TIME ZONE DEFAULT now() NOT NULL
);

CREATE INDEX agent_proposals_proposal_type_idx ON agent_proposals (proposal_type);
CREATE INDEX agent_proposals_status_idx ON agent_proposals (status);
CREATE INDEX agent_proposals_source_widget_id_idx ON agent_proposals (source_widget_id);
CREATE INDEX agent_proposals_created_at_idx ON agent_proposals (created_at DESC);

-- One review record per proposal (human decision on AI output)
CREATE TABLE agent_review_records (
    id UUID DEFAULT uuid_generate_v4() PRIMARY KEY NOT NULL,
    proposal_id UUID NOT NULL REFERENCES agent_proposals(id) ON DELETE CASCADE,
    reviewer_id UUID REFERENCES users(id),
    decision TEXT NOT NULL,  -- accepted | rejected | modified
    notes TEXT,
    reviewed_at TIMESTAMP WITH TIME ZONE DEFAULT now() NOT NULL,
    UNIQUE (proposal_id)
);

CREATE INDEX agent_review_records_proposal_id_idx ON agent_review_records (proposal_id);

-- Confidence annotations — per-dimension breakdown of AI confidence
CREATE TABLE confidence_annotations (
    id UUID DEFAULT uuid_generate_v4() PRIMARY KEY NOT NULL,
    proposal_id UUID NOT NULL REFERENCES agent_proposals(id) ON DELETE CASCADE,
    dimension TEXT NOT NULL,
    -- dimension values: accuracy | relevance | completeness | policy_alignment
    score NUMERIC NOT NULL CHECK (score BETWEEN 0 AND 1),
    explanation TEXT,
    created_at TIMESTAMP WITH TIME ZONE DEFAULT now() NOT NULL
);

CREATE INDEX confidence_annotations_proposal_id_idx ON confidence_annotations (proposal_id);

• agent_proposals.status transitions: pending → accepted | rejected | superseded
• agent_review_records has UNIQUE on proposal_id — one review per proposal
• Add IHP_ANTHROPIC_API_KEY to CLAUDE.md required env vars table

Exit criteria: migrate runs cleanly; all Phase 5 types available in GHCi.

---

T02 — AgentProposalsController and views

id: IHUB-WP-0005-T02
status: done
priority: high
state_hub_task_id: "5a9b9d51-dcdf-4dad-b449-08a7091e4563"

1. Scaffold AgentProposalsController
2. Actions: index, show, AcceptProposalAction, RejectProposalAction (no update/delete — proposals are immutable audit artifacts)
3. Index: table filterable by proposal_type and status:
   • type badge (color per type), source widget name, confidence bar, status, created_at
4. Show: content panel + confidence dimension breakdown + review form (decision select + notes textarea) + attribution footer (model_ref, created_at)
5. After accept/reject: redirect to proposal show with success message
6. Accept/reject is idempotent — if review record already exists, redirect with "Already reviewed" message
7. Add nav link "Agent" to global nav in FrontController.hs

Proposal type colors:

• summary → blue
• requirement_draft → indigo
• duplicate_flag → orange
• policy_flag → red
• impl_proposal → green

Exit criteria: Proposals can be listed, viewed, accepted, and rejected; review record created correctly; idempotent guard works.

---

T03 — Cluster summarization via Claude API

id: IHUB-WP-0005-T03
status: done
priority: high
state_hub_task_id: "630d8d95-a009-4406-82e2-27f62fabcd3c"

1. SummarizeClusterAction { widgetId } (POST from widget show page)
2. Fetch last 20 annotations + annotation threads for the widget
3. Build prompt:
   • System: "You are a distillation assistant for a governed interaction hub. Summarize the following user feedback cluster into a concise, actionable summary (2–4 sentences). Be factual and neutral."
   • User: formatted annotation text
4. Call Anthropic Messages API (claude-sonnet-4-6, max_tokens=300)
5. Create AgentProposal:
   • proposal_type = "summary"
   • source_widget_id = widgetId
   • model_ref = "claude-sonnet-4-6"
   • content = response text
   • confidence = NULL (summaries have no numeric confidence)
6. On widget show page: "Summarize Feedback" button → POST; after POST redirect back, show latest summary proposal in a collapsible panel
7. HTTP client: use http-conduit + aeson; API key from IHP_ANTHROPIC_API_KEY env var (error if absent)
8. Handle API errors gracefully — set error flash, redirect back

Exit criteria: Summary proposal created and visible on widget show page; API errors produce a user-visible error message (not a 500).

---

T04 — AI-drafted requirement candidate

id: IHUB-WP-0005-T04
status: done
priority: high
state_hub_task_id: "4c9d23f7-1744-48c8-90b5-71854d9b7daf"

1. DraftRequirementAction { widgetId } (POST from widget show page)
2. Fetch last 20 annotations for the widget
3. Build prompt:
   • System: "You are a requirements analyst. Given these friction annotations, draft a single structured requirement candidate. Respond with JSON: {"title": "...", "description": "..."}."
   • User: formatted annotation text
4. Parse JSON response; create AgentProposal:
   • proposal_type = "requirement_draft"
   • content = raw JSON string from response
5. On AcceptProposalAction for a requirement_draft proposal:
   • Parse content as JSON
   • Create RequirementCandidate:
     • title and description from parsed JSON
     • source_widget_id = proposal.source_widget_id
     • category = "friction"
     • status = "open"
   • Update proposal status = "accepted"
   • Create AgentReviewRecord (decision = "accepted")
   • Set success flash: "Requirement candidate created from AI draft"
6. "Draft Requirement" button on widget show page (only when ≥ 3 annotations)

Exit criteria: Draft proposal created; acceptance creates a RequirementCandidate; review record present; no candidate created without human acceptance.

---

T05 — Duplicate candidate detection

id: IHUB-WP-0005-T05
status: done
priority: medium
state_hub_task_id: "969b7c7f-c3ba-4892-a1d0-faedf536d1c6"

1. DetectDuplicatesAction { requirementCandidateId } (POST from candidate show page)
2. Fetch the candidate + all other RequirementCandidate records
3. Build prompt:
   • System: "You are a deduplication assistant. Given a target candidate and a list of existing candidates, identify likely duplicates. Respond with JSON: {"duplicates": [{"id": "uuid", "reason": "..."}]}."
   • User: target candidate + list of candidates (id, title, description)
4. Parse response; create AgentProposal:
   • proposal_type = "duplicate_flag"
   • source_candidate_id = requirementCandidateId
   • content = JSON string of duplicates array
5. On candidate show page: "Check Duplicates" button → POST; show "Possible Duplicates" panel with links to flagged candidates and rationale
6. Informational only — no automated merging or status changes

Exit criteria: Duplicate proposal created; flagged candidates rendered as links on candidate show page; empty duplicates array handled gracefully.

---

T06 — Policy-sensitive issue detection

id: IHUB-WP-0005-T06
status: done
priority: medium
state_hub_task_id: "475290e0-7842-4336-a57c-04fa62652094"

1. DetectPolicySensitivityAction { requirementCandidateId } (POST from candidate show page)
2. Fetch candidate + widget policy_scope + existing PolicyReference constraint notes for linked decisions
3. Build prompt:
   • System: "You are a policy compliance assistant. Analyse this requirement candidate for potential policy concerns. Valid scopes: internal, external, regulatory, contractual, architectural. Respond with JSON: {"concerns": [{"scope": "...", "note": "..."}], "severity": "low|medium|high"}."
   • User: candidate title/description + policy context
4. Create AgentProposal:
   • proposal_type = "policy_flag"
   • content = JSON string
   • confidence = severity mapped to numeric (low=0.3, medium=0.6, high=0.9)
5. Create one ConfidenceAnnotation per concern scope dimension
6. On candidate show page: "Policy Check" panel — amber badge if concerns, green badge if clean

Exit criteria: Policy proposal created with confidence annotation; concern severity rendered correctly; clean result (empty concerns) handled.

---

T07 — Implementation path proposal

id: IHUB-WP-0005-T07
status: done
priority: medium
state_hub_task_id: "7ee1274e-fa1b-4ae8-a360-4abafc1773f0"

1. ProposeImplementationAction { decisionRecordId } (POST from decision show page)
2. Fetch decision + linked requirement + existing ImplementationChangeReference records
3. Build prompt:
   • System: "You are a traceability-aware implementation analyst. Propose 1–3 concrete implementation paths for this decision. Each path should include a work_item_ref (e.g. PROJ-123), a system (github|linear|jira), and a rationale. Respond with JSON: {"proposals": [{"work_item_ref": "...", "system": "...", "rationale": "..."}]}."
   • User: decision title, rationale, outcome, requirement description, existing impl refs
4. Create AgentProposal:
   • proposal_type = "impl_proposal"
   • source_decision_id = decisionRecordId
   • content = JSON string
5. On decision show page: "Propose Implementation" button; accepted proposals pre-fill the AddImplementationRef form (first proposal in the array)
6. Surface as collapsed "AI Suggestions" panel on decision show page

Exit criteria: Impl proposal created; acceptance pre-fills the impl ref form; multiple proposal paths rendered clearly.

---

T08 — Agent attribution and audit dashboard (AutoRefresh)

id: IHUB-WP-0005-T08
status: done
priority: high
state_hub_task_id: "53b58abb-cb50-4985-a1c0-b05da17dfc3f"

1. Add AgentAuditDashboardAction { hubId } to HubsController wrapped with autoRefresh do
2. Dashboard panels:
   • KPI row: total proposals / pending / acceptance rate / rejection rate
   • Proposals by type: count breakdown per proposal_type
   • Unreviewed queue: proposals with status = "pending", oldest first, with "Review" links
   • Recent proposals (last 20): type badge, source widget, status, confidence, age
   • Attribution log: model_ref × proposal_type count matrix
3. Link from hub Show page alongside Triage / Governance / Antifragility
4. Add "Agent" link to global nav

Exit criteria: Dashboard live-updates on proposal/review changes. All five panels render with correct data.

---

T09 — Phase 5 gate: tests, consistency, docs

id: IHUB-WP-0005-T09
status: todo
priority: high
state_hub_task_id: "c7b8aef0-b241-4038-99c0-494c45f226a6"

1. Integration tests (Test/):
   • AgentProposal create + fetch (all fields)
   • AcceptProposalAction for requirement_draft → creates RequirementCandidate
   • RejectProposalAction → sets status = "rejected", creates review record
   • Review record idempotency (second accept/reject → "Already reviewed")
   • ConfidenceAnnotation create + link to proposal
   • Duplicate detection: proposal with empty duplicates array
   • Agent audit dashboard data fetch: compiles and returns correct counts
2. Consistency sync via State Hub MCP: check_repo_consistency(repo_slug="inter-hub", fix=True)
3. Documentation updates:
   • Update SCOPE.md current state section: Phase 5 complete
   • Write docs/phase5-summary.md: what was built, governance constraints upheld, known limitations, Phase 6 readiness
4. Smoke test checklist:
   • Summarize feedback cluster on a widget with annotations
   • Draft a requirement from the summary
   • Accept the draft → verify RequirementCandidate created
   • Check duplicates on a candidate
   • Run policy check on a candidate
   • Confirm agent audit dashboard shows all panels

Exit criteria: All tests pass; consistency sync reports no errors; smoke test completed; SCOPE.md updated.

---

Phase 5 Dependencies

• Phase 4 schema stable (Phase 4 tables needed as context for impl proposals)
• http-conduit and aeson available (already in IHP's Haskell ecosystem)
• IHP_ANTHROPIC_API_KEY set in environment
• Schema (T01) before all controller work (T02–T08)
• AgentProposalsController (T02) before all agent action tasks (T03–T07)
• All feature tasks (T01–T08) before gate (T09)

Notes

• All AI outputs are attributed. model_ref is recorded on every AgentProposal. Reviewers see exactly which model produced the output.
• No silent promotion. A requirement_draft proposal only becomes a RequirementCandidate when a human explicitly accepts it via AcceptProposalAction. The controller enforces this.
• Review record is idempotent. UNIQUE constraint on agent_review_records.proposal_id. Second accept/reject redirects with "Already reviewed" message.
• API errors do not crash. All Claude API calls are wrapped in error handling; failures produce a user-visible flash message and redirect.
• Confidence is optional for summaries. AgentProposal.confidence is nullable — summary proposals do not produce a numeric confidence score. Policy flag proposals derive confidence from severity (low/medium/high).
• No ML infrastructure. All intelligence is delegated to the Anthropic API. Phase 5 adds no local model serving, no embeddings storage.