synthesis: shard spectrum across nine systems; fold into SHARD-WP-0002 (T11 eleven spectra, new T16)

Cross-dive synthesis (research/260614-shard-spectrum-synthesis/) reading
the two Nelson conceptual systems, four engines, and three modern tools
across each other: a shard family matrix and eleven capability spectra
(addressing, content identity, structure, history, native query,
translation, attachment mode, operational envelope, access grant, write
granularity, content types) — positions anchored at both ends by a real
system, federation ops degrading by position. Through-lines:
files-canonical/index-derived wins; fine-grained addressing is adoptable;
transclusion=clone=embed is one primitive; structure/history federate iff
in-text; attach mode is a per-binding choice; Notion proves the platform
can enforce no-silent-mutation.

Folded into SHARD-WP-0002: T11 reframed around the eleven spectra; T12
page model stretched four ways (prose + typed records + non-Markdown
assets + query-defined); T13 adds Notion supplement; T14 rewritten as the
three-mode attachment taxonomy (file-store / in-engine-host /
external-API); T15 adds lossy-with-fidelity-report; new T16 (addressing,
content identity, dimensional/query navigation). UC coverage UC-34-43 ->
UC-34-59. Workplan now 16 tasks. No new UCs (synthesis only).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-06-14 14:01:49 +02:00
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@@ -27,13 +27,21 @@ UC-26UC-33.
Primary deliverable: `spec/FederationArchitecture.md` (created and filled by
this workplan's tasks).
Secondary deliverable (T11T15, added 2026-06-13): the **shard adapter contract**
constraints distilled from the engine deep dives, feeding
Secondary deliverable (T11T16): the **shard adapter contract** constraints distilled
from the engine deep dives (T11T15, added 2026-06-13) and the modern-tool dives +
cross-dive synthesis (T16 and scope extensions, added 2026-06-14), feeding
`spec/TechnicalSpecificationDocument.md`. Federation architecture decides *what the
union does*; the adapter contract decides *what a backend must expose to participate*.
The two are co-dependent (the capability matrix T10 consumes the contract vocabulary
T11 defines), so they live in one workplan.
The cross-dive synthesis (`research/260614-shard-spectrum-synthesis/findings.md`)
reframes the contract around **eleven capability spectra** (addressing, content
identity, structure, history, native query, translation, attachment mode, operational
envelope, access grant, write granularity, content types) — positions on a spectrum
anchored at both ends by a real system, with federation ops degrading by position —
rather than a flat verb checklist.
## Context
- Federation research: `research/260608-federation-concepts/findings.md`
@@ -44,8 +52,21 @@ T11 defines), so they live in one workplan.
- `research/260613-twiki-deep-dive/findings.md` (file+RCS app-platform)
- `research/260613-foswiki-deep-dive/findings.md` (`Foswiki::Store` versioned
store interface = adapter-contract prior art)
- Use cases: `spec/UseCaseCatalog.md` § A (UC-26UC-43; UC-3443 are the
engine-attachment / adapter-contract cases)
- Conceptual + modern-tool dives (T16 + scope extensions, 2026-06-14):
- `research/260614-xanadu-deep-dive/findings.md` (reference-not-copy, transclusion,
tumbler span addressing — ideal)
- `research/260614-zigzag-deep-dive/findings.md` (information space as co-equal
dimensions; clone = transclusion — ideal)
- `research/260614-roam-deep-dive/findings.md` (block-DB, store UUIDs, Datalog,
in-app host)
- `research/260614-obsidian-deep-dive/findings.md` (file-over-app, in-file `^id`,
MetadataCache derived index, dual attach, ecosystem popularity)
- `research/260614-notion-deep-dive/findings.md` (closed SaaS, external-API-only,
DB schema+relations, operational envelope, scoped grant)
- `research/260614-shard-spectrum-synthesis/findings.md` (**synthesis**: the eleven
capability spectra, shard family matrix, UC→task fold-in)
- Use cases: `spec/UseCaseCatalog.md` § A (UC-26UC-59; UC-34UC-43 are the
engine-attachment cases, UC-44UC-59 the conceptual + modern-tool cases)
- Aspiration: `INTENT.md` (orchestrator, not engine; mechanism over policy;
capability-aware adapters; Markdown-first, backend-neutral)
- Related workplan: `SHARD-WP-0001` (page resolution, namespaces, overlays,
@@ -74,11 +95,12 @@ decision records only.
| Topic | Key tradeoff | Primary UCs |
|-------|--------------|-------------|
| Adapter contract & capabilities | Versioned interface + capability vocabulary; write granularity | UC-02, UC-35, UC-38 |
| Structured page model | Typed frontmatter vs sidecar vs blob; bodiless / multi-record pages | UC-34, UC-39 |
| History portability | Supplement (DB-internal) vs import (open file history) | UC-36, UC-41 |
| Adapter binding | Runtime API vs on-disk store; engine-hosted vs external; backend-swap | UC-38, UC-40, UC-43 |
| Syntax translation | Lossless non-Markdown round-trip vs read-only degradation | UC-42, UC-03 |
| Adapter contract & capabilities | Eleven spectra (not flat verbs); write granularity; operational envelope; access grant | UC-02, UC-35, UC-38, UC-57 |
| Structured page model | Typed frontmatter vs sidecar vs blob; bodiless / multi-record; DB schema+relations; non-Markdown assets; query-defined pages | UC-34, UC-39, UC-55, UC-58, UC-54 |
| History portability | Supplement (DB-internal, incl. Notion) vs import (open file history) | UC-36, UC-41 |
| Adapter binding | Three modes (file-store / in-engine-host / external-API); per-binding choice; backend-swap; scoped grant | UC-38, UC-40, UC-43, UC-50, UC-57 |
| Syntax translation | Lossless round-trip vs **lossy-with-fidelity-report** vs read-only degradation | UC-42, UC-59, UC-03 |
| Addressing, identity & navigation (T16) | Span addressing; content identity; transclusion-as-reference; dimensional/query views | UC-44, UC-45, UC-46, UC-47, UC-48, UC-51, UC-52, UC-54 |
---
@@ -338,14 +360,27 @@ Define the **capability-aware shard adapter contract** as a *versioned* interfac
taking `Foswiki::Store` + `Foswiki::Meta` as direct prior art (a real engine that
already separates store backend from core behind a stable interface).
- Capability vocabulary: `read, write, diff, merge, lock, version, publish, notify,
- **Operation verbs:** `read, write, diff, merge, lock, version, publish, notify,
transclude-source, translate-syntax, structured-payload` (reconcile with T10).
- **Write granularity** as a first-class capability dimension: per-page / per-file /
per-space / append-only (TiddlyWiki single-file vs DB whole-space vs TWiki per-topic).
- Versioning/compatibility rules for the contract itself; capability discovery.
- **Capability profile = the eleven spectra** (synthesis §2), each a *position* not a
boolean, so federation ops degrade by position:
1. addressing granularity (none → path → in-file span → store-UUID → portable tumbler)
2. content identity (none → path/title → fingerprint → span-set)
3. structure (flat MD → frontmatter → %META% → DB objects → DB schema+relations)
4. history (none → internal-only → open-file → git-native)
5. native query (none → text → datalog → DB query)
6. translation (native → lossless → lossy-with-fidelity-report)
7. attachment mode (file-store → in-engine-host → external-API)
8. operational envelope (local/unbounded → rate-limited/eventually-consistent/paginated)
9. access grant (open → token → OAuth scoped+revocable)
10. write granularity (whole-file → per-page → per-block)
11. content types (Markdown-only → typed records → non-Markdown assets)
- Versioning/compatibility rules for the contract itself; capability discovery
(static profile vs runtime negotiation).
**Inputs:** `260608-wikiengines-overview` §3, §5; `260613-foswiki-deep-dive` §2, §6.
**Provides** the vocabulary T10's matrix consumes. **UCs:** UC-02, UC-35, UC-38.
**Inputs:** `260608-wikiengines-overview` §3, §5; `260613-foswiki-deep-dive` §2, §6;
`260614-shard-spectrum-synthesis` §2, §5. **Provides** the vocabulary T10's matrix
consumes. **UCs:** UC-02, UC-35, UC-38, UC-57.
**Tradeoffs:** Rich capability set (precise degradation) vs contract complexity;
static profile vs runtime capability negotiation.
@@ -364,17 +399,32 @@ state_hub_task_id: "7334a4a4-ba75-4fac-a8b4-8350d342b299"
Decide how the **backend-neutral, Markdown-first page model carries structured data
without flattening**:
The model must stretch **four ways at once** (synthesis §3): prose Markdown, typed
records, non-Markdown assets, and reference/query-defined pages.
- Source shapes: XWiki XObjects against an XClass; TWiki/Foswiki DataForms stored as
`%META:FIELD%` in text; Foswiki MetaDataPlugin **multiple records per topic**;
Semantic MediaWiki annotations.
Semantic MediaWiki annotations; **Notion databases** (schema + typed properties +
inter-record **relations** + rollups/formulas) — the apex of database-as-pages.
- Representation choice: typed frontmatter vs sidecar file vs opaque provenance blob.
Prefer **in-text structure** (frontmatter/`%META%`, git-diffable); tolerate DB
structure via sidecar + fidelity report (T15).
- **Bodiless pages** (UC-39): may a page be purely structured, no Markdown body?
- **N typed records per page** (not one form) must be representable.
- **Non-Markdown content types** (UC-55): drawings (Excalidraw), spatial canvases
(JSON Canvas), images, attachments — typed asset vs opaque blob vs content-type
registry, with provenance, not flattened away.
- **Inter-record relations** (UC-58): represented as typed links in the union link
graph, a separate relation index (cf. ZigZag many-to-many), or both (T16).
- **Query-defined / reference pages** (UC-44, UC-54): a page whose canonical form is a
span manifest (Xanadu EDL) or a saved query (Dataview/Notion linked DB) — coordinate
with T16.
**Inputs:** `xwiki` §2.3; `twiki` §2.3; `foswiki` §4. **UCs:** UC-34, UC-39.
**Inputs:** `xwiki` §2.3; `twiki` §2.3; `foswiki` §4; `notion` §2§3; `obsidian` §3;
`shard-spectrum-synthesis` §3. **UCs:** UC-34, UC-39, UC-55, UC-58, UC-54, UC-44.
**Tradeoffs:** Lossless fidelity vs a uniform queryable model; diff/search over
structured fields vs prose.
structured fields vs prose; one coherent model vs four content shapes.
---
@@ -390,15 +440,18 @@ state_hub_task_id: "6837862a-8f57-410d-9200-a6a5dcf1a7b9"
Define how the **coordination journal** relates to an engine's native history (aligns
with and refines T4):
History is a spectrum (synthesis §2): `none → internal-only → open-file → git-native`.
- **Adopt** — already git-native (Git folder/repo, Obsidian-with-Git): use as-is.
- **Supplement** — engine history is DB-internal and non-portable
(Confluence, MediaWiki, XWiki `xwikircs`): the journal begins now / mirrors forward
(UC-36).
(Confluence, MediaWiki, XWiki `xwikircs`, **Notion** internal page history): the
journal begins now / mirrors forward (UC-36).
- **Import** — engine history is an open file format (TWiki/yawex RCS `.txt,v`,
Foswiki PlainFile timestamped copies): backfill into Git preserving author/timestamp
(UC-41).
- Authoritative journal vs mirror-reconciled-back; one-time vs continuous.
**Inputs:** `xwiki` §2.4; `twiki` §2.1; `foswiki` §2.2. **UCs:** UC-36, UC-41.
**Inputs:** `xwiki` §2.4; `twiki` §2.1; `foswiki` §2.2; `notion` §4. **UCs:** UC-36, UC-41.
**Tradeoffs:** Import fidelity vs effort; duplicated history vs single source of truth.
@@ -415,17 +468,31 @@ state_hub_task_id: "f8835969-d118-4738-952a-5e67e5209f3d"
Decide **how and where an adapter binds to a backend**:
- **Dual-path attach** — runtime API vs reading the on-disk store directly
(consistency vs offline/fidelity); capability-gate the choice (UC-40).
- **Hosting** — engine-side adapter via native extension API (XWiki components/REST/
UIX; TWiki/Foswiki plugin handlers + REST + `registerTagHandler`) vs external
adapter (no engine change, lower fidelity) (UC-38).
**Three attachment modes** (synthesis §2, §3), with a backend possibly offering more
than one — so attach mode is a **per-binding, capability-gated choice**, not a fixed
property:
- **File-store direct** — read the on-disk store as a folder shard (Obsidian vault,
TWiki `data/`, DokuWiki, Git repo): offline, git-native, but risks inconsistent reads
under a running engine (UC-40, UC-53).
- **In-engine hosted adapter** — adapter runs *inside* the engine via its extension API
(XWiki components/REST/UIX; TWiki/Foswiki plugin handlers; **Roam Depot**
`onload/onunload` over `roamAlphaAPI`; **Obsidian plugin** over `App.vault`): high
fidelity, needs deploy access (UC-38, UC-50).
- **External-API only** — attach from outside via the backend's REST API, no in-engine
hosting (**Notion**): full write-through without deploy access, but bounded by the
**operational envelope** (rate limit, eventual consistency, payload caps) and a
**scoped, revocable access grant** that enforces no-silent-mutation (UC-57).
- **Dual attach** — a backend offering several modes (Obsidian: file-store *or* plugin;
TWiki: file *or* API): pick per binding; declare which is authoritative (UC-53).
- **Backend-swap tolerance** — shard identity/provenance survives a storage-format
change (Foswiki RCS↔PlainFile; folder→Git) (UC-43).
**Inputs:** `twiki` §5, §6; `xwiki` §3; `foswiki` §2. **UCs:** UC-38, UC-40, UC-43.
**Inputs:** `twiki` §5, §6; `xwiki` §3; `foswiki` §2; `roam` §5; `obsidian` §4;
`notion` §4, §6; `shard-spectrum-synthesis` §3. **UCs:** UC-38, UC-40, UC-43, UC-50, UC-53, UC-57.
**Tradeoffs:** Fidelity vs deploy access; consistency vs offline capability.
**Tradeoffs:** Fidelity vs deploy access; consistency vs offline capability; external
write-through vs rate-limit/eventual-consistency ceiling.
---
@@ -440,18 +507,71 @@ state_hub_task_id: "22b57b3a-b06b-4ff0-a34a-667a0386bf25"
Specify how **non-Markdown shards** participate in the Markdown-first model:
Translation is a spectrum (synthesis §2): `native → lossless → lossy-with-fidelity-report`.
- Read native markup (TWiki/Foswiki TML, XWiki syntax) into the page model and accept
Markdown overlays back via **bidirectional, lossless translation** (UC-42).
- Feasibility proof: Foswiki **WysiwygPlugin** (TML→HTML for editing, HTML→TML
losslessly on save).
- **Graceful degradation:** when lossless translation is unavailable, the shard is a
read-only/projection participant (UC-03), never silently corrupted.
- **Lossy-with-fidelity-report** (UC-59) — for proprietary models that do *not*
round-trip (**Notion** blocks/rich-text/databases; its own Markdown export is lossy):
translate lossily but **make fidelity loss visible** — a per-shard/per-page report of
what projects cleanly vs. degrades, with non-mappable elements preserved as
provenance/sidecar. Fidelity becomes data (union without erasure). Distinct from the
lossless case (UC-42).
- **Graceful degradation:** when neither lossless nor acceptable lossy translation is
available, the shard is a read-only/projection participant (UC-03), never silently
corrupted.
- Open: may overlays be stored in Markdown, or must they round-trip in native syntax?
**Inputs:** `foswiki` §5; `twiki` §2.4; `xwiki` §2.5. **UCs:** UC-42, UC-03.
**Inputs:** `foswiki` §5; `twiki` §2.4; `xwiki` §2.5; `notion` §3. **UCs:** UC-42, UC-59, UC-03.
**Tradeoffs:** Translation coverage vs read-only floor; Markdown overlays (portable)
vs native-syntax overlays (safe round-trip).
vs native-syntax overlays (safe round-trip); lossy-but-usable vs read-only-but-faithful.
---
## Addressing, content identity, and dimensional / query navigation
```task
id: SHARD-WP-0002-T16
status: todo
priority: medium
```
New thread from the conceptual (Xanadu, ZigZag) + modern-tool (Roam, Notion, Obsidian/
Dataview) dives and the synthesis (`260614-shard-spectrum-synthesis` §4). No existing
task owns the addressing/identity/navigation layer that transclusion, overlay,
equivalence, and dimensional views depend on. Refines T8 (transclusion/projection depth)
and T5 (union composition); consumes T11 capabilities.
- **Span addressing** — a portable sub-page address. Adopt **native span IDs** where the
backend mints them (Roam `:block/uid`, Notion UUID) or carries them in-file (Obsidian
`^id`); fall back to **content fingerprint** or path+range otherwise. Open: wrap native
IDs in a shard-scoped address so they survive projection and don't collide across
shards (Xanadu tumbler is the unreached ideal). (UC-51, UC-44.)
- **Content identity** — detect that two pages are the same / derived content by
fingerprint or span-set overlap, **path-independently** — the equivalence mechanism
UC-27 left open. Enables reverse transclusion (UC-45). (UC-46.)
- **Transclusion as one reference-not-copy primitive** — unify Xanadu transclusion,
ZigZag clone, Roam/Obsidian embed, Notion synced block over the addressable union
(synthesis §3). Compose-by-reference pages (UC-44) and reverse lookup (UC-45) are
views over it.
- **Dimensional / query navigation** — model the union so each relationship (namespace,
genealogy, version, shard, equivalence, links) is a navigable **dimension** (ZigZag),
and a page can be **query-defined** (Dataview/Notion linked DB, UC-54). **Delegate**
view computation to a shard's native query engine where present (Roam Datalog, Notion
DB query, XWiki XWQL); else compute over the projection. (UC-47, UC-48, UC-52, UC-54.)
- **Boundary:** this is a **derived lens over canonical files+journal**, never a new
store (ZigZag dive §6); the many-to-many link graph stays a graph index, not a rank.
**Inputs:** `xanadu` §2§5; `zigzag` §2§6; `roam` §2§4, §7; `notion` §2; `obsidian`
§2§3; `shard-spectrum-synthesis` §3§5. **UCs:** UC-44, UC-45, UC-46, UC-47, UC-48,
UC-51, UC-52, UC-54.
**Tradeoffs:** Native-ID adoption (cheap, backend-coupled) vs a portable address scheme
(harder, uniform); core navigation API vs internal organizing concept; query delegation
(fast, backend-dependent) vs orchestrator-computed (uniform, costly).
---
@@ -460,13 +580,14 @@ vs native-syntax overlays (safe round-trip).
- `spec/FederationArchitecture.md` exists with all ten federation topic sections
(T1T10) and an explicit **decisions / deferred / open** table per topic.
- The **adapter contract** section of `spec/TechnicalSpecificationDocument.md` exists,
populated by T11T15, with the capability vocabulary (T11) reconciled against the
T10 federation-ops matrix.
populated by T11T16, with the capability vocabulary (T11, the **eleven spectra**)
reconciled against the T10 federation-ops matrix.
- Each decision honors INTENT: mechanism over policy, union without erasure,
overlay before mutation, no silent remote mutation, shard sovereignty,
capability-aware adapters, Markdown-first / backend-neutral.
- UC-26UC-43 are traceable to architecture / adapter-contract sections
(UC-34UC-43 to T11T15 specifically).
- UC-26UC-59 are traceable to architecture / adapter-contract sections
(UC-34UC-43 to T11T15; UC-44UC-59 to T11T16 per
`research/260614-shard-spectrum-synthesis/findings.md` §4).
- Conflicts or dependencies on `SHARD-WP-0001` outputs are listed (e.g.
namespace model affects equivalent-page identity; page model T12 affects
resolution/overlays).
@@ -484,8 +605,9 @@ vs native-syntax overlays (safe round-trip).
5. T7 lifecycle + T8 transclusion (parallel)
6. T9 policy catalog + T10 capability matrix (parallel, finalize doc)
**Adapter contract (T11T15)** — can start in parallel with T1; T11 first as it
**Adapter contract (T11T16)** — can start in parallel with T1; T11 first as it
frames the rest, and pair it with T10 (shared capability vocabulary):
7. T11 contract & capabilities (frames T12T15; sync with T10)
7. T11 contract & the eleven capability spectra (frames T12T16; sync with T10)
8. T12 page model + T13 history portability (parallel; T13 aligns with T4)
9. T14 binding + T15 syntax translation (parallel, finalize adapter-contract spec)
9. T14 binding + T15 syntax translation (parallel)
10. T16 addressing, identity & navigation (refines T8/T5; finalize adapter-contract spec)