Checkpoint: controller-rewrite-dispatch-pickup
日期：2026-05-14
Controller：FinClaw Controller
Lane：mlabs-codex-controller
状态：Accepted with blockers / Controller-owned rewrite lane 接收；Design Packet initial outputs created；正文 rewrite satisfied 未成立
1. Pickup Status
FinClaw Controller 接收 Labs-FinTecAI project rewrite / readiness lane。
本次 pickup 只登记接收、证据需求、rewrite-lite 可动正文和 blocked / deferred 项；不修改 Labs-FinTecAI 公共入口，不修改 docs-manifest.json、llms.txt、sidebars.js，不改跨 Controller 约束。
当前判断：
- FinClaw 三份 canonical 已可继续作为项目事实源；
- V1 PRD 和 design kickoff 已足以启动下游设计；
V1 User Journey and Interaction Flow初稿已产出；V1 Product Object and Schema Design初稿已产出；V1 Evaluation Initial Plan初稿已产出；V1 UI / UX Interaction Design初稿已产出；V1 Agent Orchestration Design初稿已产出；V1 Evaluation Review / Acceptance Plan初稿已产出；V1 Trial Operations Plan初稿已产出；- Design Packet 可进入 Controller review；
- trial closeout evidence、reader testing 和工程验证仍未产生；
- canonical rewrite-lite 可以准备，但必须等关键下游证据和验收链接可引用后再推进；
- reference experience、evaluation cases、工程仓库迹象都不能反向覆盖 canonical 定义；
- cognition-not-execution 边界必须保持不变。
2. Evidence Read
本次已按 Controller 恢复顺序读取：
controllers/README.mdcontrollers/registry.mdcontrollers/finclaw/state.mdcontrollers/finclaw/checkpoints/2026-05-13-admin-batch4-pickup.mdpackets/sync/labs-fintecai-controller-rewrite-dispatch-2026-05-14.mdpackets/sync/labs-fintecai-finclaw-project-doc-audit-2026-05-14.mdpackets/sync/labs-fintecai-project-rewrite-execution-plan-2026-05-14.mdprojects/finclaw/strategic-whitepaper.mdprojects/finclaw/product-definition.mdprojects/finclaw/mvp-product-definition.mdprojects/finclaw/design/foundation/product-object-and-advisor-design.mdprojects/finclaw/design/foundation/terminology-and-object-naming.mdprojects/finclaw/design/v1/v1-design-kickoff-packet.mdprojects/finclaw/design/v1/v1-prd.mdprojects/finclaw/design/v1/v1-collaboration-and-task-packet-plan.mdprojects/finclaw/design/task-packets/v1-user-journey-interaction-flow-task-packet.mdprojects/finclaw/design/task-packets/v1-product-object-schema-design-task-packet.mdprojects/finclaw/reference-experience/README.mdevaluation/finclaw/README.md
3. Required Evidence Before Rewrite Satisfaction
| Evidence / deliverable | Current status | Required before satisfaction |
|---|---|---|
| Complete V1 Design Packet | Initial outputs created / review pending | PRD, Journey, Schema, Evaluation Initial Plan, UX, Agent, Evaluation Review / Acceptance Plan and Trial Ops now exist as initial outputs; Controller review still required. |
| V1 User Journey and Interaction Flow | Initial output created | Review and use as input for UI / UX, Agent and Evaluation Initial Plan. |
| V1 Product Object and Schema Design | Initial output created | Review and use as input for UI / UX, Agent and Evaluation Initial Plan. |
| UI / UX Interaction Design | Initial output created | Use for Evaluation Review / Acceptance Plan and Engineering-start review. |
| Agent Orchestration Design | Initial output created | Use for Evaluation Review / Acceptance Plan and Engineering-start review. |
| Evaluation Initial Plan | Initial output created | Use as reverse constraints for UI / UX, Agent Orchestration and Trial Ops. |
| Evaluation Review / Acceptance Plan | Initial output created | Provides Engineering-start, Trial-start and Acceptance review structure; no run evidence yet. |
| Trial Operations Plan | Initial output created | Provides trial operating draft; no trial has started. |
| Trial closeout evidence | Blocked | Needs real trial or accepted simulated trial closeout evidence path. |
| Quantitative success metrics | Incomplete | Add measurable success indicators tied to trial usage, reuse, saved objects, continued tracking and boundary comprehension. |
| Timebox | Incomplete | Add explicit V1 trial / design / acceptance timebox before claiming readiness. |
| Kill criteria | Incomplete | Add stop / rollback / no-go criteria for design, engineering-start and trial-start gates. |
| Engineering object / API / persistence evidence | Blocked | Align /Users/mlabs/Programs/fin-claw implementation inputs with accepted Journey and schema outputs. |
| Reader testing evidence | Blocked | Need low-context reader testing or equivalent acceptance note before claiming doc rewrite solved reader problems. |
4. Rewrite-Lite Candidates
These can be prepared as Controller-owned rewrite-lite only after the linked evidence exists or is explicitly marked as pending:
| File | Allowed rewrite-lite | Guardrail |
|---|---|---|
projects/finclaw/strategic-whitepaper.md | Add reader walkthrough and clearer downstream acceptance links. | Do not change strategic positioning or cognition-not-execution boundary. |
projects/finclaw/product-definition.md | Add concrete examples, user journey entry pointers and engineering handoff links. | Do not promote support / evidence / task packet content into canonical fact unless already accepted. |
projects/finclaw/mvp-product-definition.md | Add quantitative success metrics, timebox, kill criteria and trial evidence links. | Do not claim trial readiness before Trial Ops and Evaluation Review / Acceptance Plan exist. |
projects/finclaw/design/v1/v1-prd.md | Tighten downstream task linkage as Journey / Schema / Evaluation drafts are produced. | Keep status as PRD draft until full Design Packet is accepted. |
projects/finclaw/design/v1/v1-design-kickoff-packet.md | Update task status only when downstream outputs exist and pass gate review. | Do not mark Engineering-start or Trial-start readiness from plan text alone. |
projects/finclaw/design/v1/v1-collaboration-and-task-packet-plan.md | Update task packet status and handoff links. | Keep task packets as active design work, not completion evidence. |
5. Blocked / Deferred
- Blocked: declaring FinClaw project-body rewrite satisfied.
- Blocked: declaring engineering-start readiness.
- Blocked: declaring trial-start, trial-ready or acceptance-ready status.
- Blocked: treating
evaluation/finclaw/assets as trial closeout evidence without a trial acceptance plan and run evidence. - Blocked: treating
/Users/mlabs/Programs/fin-clawengineering traces as product truth before accepted Journey and schema design. - Deferred: public entrypoint,
docs-manifest.json,llms.txt,sidebars.jsand cross Controller constraint updates. - Deferred: Admin unified rewrite of FinClaw canonical docs unless the user explicitly authorizes a narrow rewrite-lite pass.
6. Admin Writeback Request
No immediate Admin writeback requested in this pickup.
Admin should not infer rewrite completion from this checkpoint. If later FinClaw Controller needs public routing or manifest updates, use the dispatch format:
Controller: finclaw
Pickup checkpoint / sync: controllers/finclaw/checkpoints/2026-05-14-controller-rewrite-dispatch-pickup.md
Requested Admin change: <public entrypoint | docs-manifest | llms | sidebar | cross-controller constraint | publish smoke>
Reason: <why this belongs to Admin instead of project docs>
Evidence paths: <project docs / repo evidence / checkpoints>
Risk if not changed: <reader confusion | routing drift | stale public entry | cross-controller conflict>
Requested verification: <change-scope / build / published-site smoke>
7. Next Step
Start review and evidence collection before canonical rewrite-lite:
- Run Controller review across PRD, Journey, Schema, UI / UX, Agent and Evaluation docs.
- Align
/Users/mlabs/Programs/fin-clawengineering object / API / persistence inputs to accepted Journey and schema. - Produce actual or accepted simulated evaluation run evidence.
- Only then decide whether canonical rewrite-lite is evidence-backed.
Only after those downstream outputs exist should FinClaw decide whether any canonical rewrite-lite is evidence-backed.
8. Minimal State Absorption Candidate
Safe to absorb into controllers/finclaw/state.md later:
- FinClaw Controller has picked up the 2026-05-14 controller rewrite dispatch.
- Status is
accepted-with-blockers / controller-owned rewrite lane. - V1 Design Packet initial outputs now exist: Journey, Schema, Evaluation Initial Plan, UI / UX, Agent Orchestration, Evaluation Review / Acceptance Plan and Trial Operations Plan.
- Canonical rewrite-lite is allowed only for reader walkthrough, examples, acceptance links, metrics, timebox, kill criteria and trial evidence links.
- Rewrite satisfaction remains blocked until complete V1 Design Packet, trial / evaluation acceptance plan, trial evidence, reader testing and engineering alignment evidence exist.
Do not absorb process notes about this session's command output, local worktree status or temporary read strategy.