# M1 seed review — 0.1 packaging boundary

Reviewed 2026-09-27 by Codex, author-model. Candidate baseline `8cc7016`.
**M1 result: revise/defer; not passed.** The connected subset is suitable for a
qualified research reference preview, not canonical admission or proven usefulness.
Publication 0.1 and PatternSchema 0.1 are different version axes.

## Gate assessment

| M1 criterion | Outcome | Basis |
| --- | --- | --- |
| Reconciled metadata contract | pass | WP-0002 T01, vocabulary and worked contract fixtures; candidates are not full canonical-schema records |
| First source and local-first contrast | pass, scoped | [Source readiness](SourceReadiness-0.1.md); source identity and uncertainty explicit |
| 6–10 connected drafts | pass for editorial subset | CAND-0001–0008 cover local persistence/propagation/divergence and shared-record editing/recovery; selection is not a global catalog cap |
| Two completed validated walkthroughs | revise | VC-01/02 include decisions, baselines, changed constraints and failure traces, but remain synthetic with unverified implementation assumptions |
| Evidence/counterexamples | pass for traceability; defer for recurrence | Documentation, pinned code and bounded runtime mechanisms are separate evidence kinds; full-contract independence unassessed |
| Independent human validation and usefulness | defer | Frozen pilot 18/24 in each condition after model-review adjudication; no naming benefit, equivalence or decision-time result established |
| Quality and recovery guarantees | revise | Requirements for retention, keyboard recovery, receipt windows and crash boundaries are stated; complete validation absent |

## Core editorial inspection

All eight records were read in full. Each has context, competing forces, a proposed
solution, consequences, alternatives, evidence and explicit gaps. “Pass” below means
usable as qualified hypothesis prose; it does not mean empirical correctness or
compliance with every canonical template field. [Reference manifest](../../reference/0.1/manifest.json)
selects identities; candidate prose remains the contract source.

| Candidate | Context and solution / resulting decision | Trade-off and alternative checked | Evidence limit / preview disposition |
| --- | --- | --- | --- |
| CAND-0001 Conflict Copy | Preserve detected divergent content separately; resolution remains pending | Recoverability versus clutter/review; immediate review or domain-aware merge instead | Joplin and optional Obsidian mechanisms, not atomic preservation proof; pass as hypothesis |
| CAND-0002 Local Commit Boundary | Acknowledge a revision and pending intent after a recoverable local commit | Offline recovery versus transaction/feedback cost; memory-only or server-required saving cannot satisfy the fixed brief | Storage motivation, no verified crash/flush contract; pass as hypothesis |
| CAND-0003 Pending Synchronization | Retain queued work and distinguish sent from acknowledged | Offline usability versus freshness/retry complexity; online-only writes are a different requirement | Joplin progress metadata, not proposed retry/supersession proof; pass as hypothesis |
| CAND-0004 Explicit Reconciliation | Compare preserved alternatives and commit a new decision | Information completeness versus interruption; justified automatic merge is an alternative | Manual comparison evidence, not provenance/atomicity/AT validation; pass, retain separately provisionally |
| CAND-0005 Local Draft State | Keep base, editable proposal and refreshed observation distinct | Recovery versus state complexity/privacy; direct binding only when no unfinished intent | Partial Zulip/Element and authored reload mechanisms, not whole lifecycle; pass as hypothesis |
| CAND-0006 Version-Checked Mutation | Check the proposal's expected version at the authority | Consistency versus repeated review; unconditional/commutative operations need their own contract | Conditional API mechanism, not complete frontend implementation; pass as hypothesis |
| CAND-0007 Mutation Outcome Tracking | Track operation-specific evidence rather than infer rejection from transport failure | Recoverability versus retention/backend cost; lookup or reconciliation when replay cannot be justified | Bounded API/SDK/source mechanisms, not universal deduplication; pass as hypothesis |
| CAND-0008 Invalidate and Reproject | Refresh affected observations after acceptance without losing drafts | Freshness versus network/invalidation work; complete authoritative response or subscription may avoid refetch | Framework documentation, no full frontend recurrence; pass as hypothesis |

The preview links provisional relations with conditions and rationales, not mandatory
architecture dependencies. A request for globally exclusive offline approval cannot
be satisfied by combining these names. Backup, authorization and crash guarantees
remain explicit implementation obligations.

## Retain / merge / defer

[Preview ontology review](PreviewOntology-0.1.md) retains Conflict Copy and Explicit
Reconciliation as distinct retrieval decisions, conditionally connected. Their ultimate
split/merge remains testable. Mutation Outcome Tracking is retained as a shared review
model/hypothesis; no new claim of standalone recurrence. The nine extension candidates
remain available with their existing limitations and are not needed for core closure.
No candidate promotion, ID rename or evidence-profile upgrade occurs.

## Residual owners

- WP-0002 T03: independent human review, usefulness and fresh-scenario replication;
  this task stays progress and the M1 gate stays open.
- WP-0003 T04: storage atomicity, receiver replay/ancestry and recovery validation
  transferred from the completed source-review deliverable.
- WP-0003 T01/T02/T03: independent application contrasts, quality/AT and wider cases,
  and later ontology/M2 judgment.
- WP-0004 T01/T02/T03: canonical graph, held-out retrieval and empirical applicability
  retain their prerequisites. Preview candidate export is not M3 completion.

These are explicit work records, not a claim that the remaining work was completed
by packaging the reference. The frozen pilot and original investigation receipts are
unchanged. Review this gate again when those tasks deliver new evidence.