UAIX / AI Memory / Handoff
Current Recheck Note — 2026-06-08
Report summary
This report is retained as noindex historical research with stale-recheck-required handling. The current UAIX AI Memory Package Wizard public page describes an eight-step local-first package planning flow. Any older six-step wizard language in this report is superseded by the current public support
Key topics
- UAIX / AI Memory / Handoff
- UAIX
- AI Memory
- Handoff
- AI
- UAI
- Project Handoff
- Agent File Handoff
- Agentic Web
Research provenance
For citation, use the report title and canonical URL. Archival presence does not establish authorship or promote report statements into portfolio evidence.
Source availability: 76 citation markers in the source export have no recoverable source links. Those markers are omitted from this reader; any supplied bibliography and ordinary links remain. Check the original sources before relying on the cited claims.
This page renders the archived Markdown as safe, formatted HTML. It is background research and does not become a portfolio claim without evidence review.
Full report
On this page
This report is retained as noindex historical research with stale-recheck-required handling. The current UAIX AI Memory Package Wizard public page describes an eight-step local-first package planning flow. Any older six-step wizard language in this report is superseded by the current public support boundary and must not steer curated /docs or public copy without revalidation.
UAIX v1.0 Beta Specification and Wizard Update Assessment
Executive summary
UAIX.org already presents a substantial public v1.0 surface: the current release is UAI-1, the homepage describes UAIX as the public evidence and handoff layer for agentic systems, the machine catalog/discovery routes publish six active schemas/profiles, and the AI Memory Package Wizard is a six-step local package-planning tool with review/export, draft restore, optional Agent File Handoff planning, and optional LLM Wiki planning. The public site also makes a strong support-boundary claim: no hosted import, no automatic repository writes, no automatic LLM Wiki sync, no SDK/CLI/certification/endorsement claims.
The most important finding is that the current public site and the uploaded draft-spec materials are materially out of sync. The public Project Handoff package model is centered on AGENTS.md, readme.human, and .uai/... files such as .uai/context.uai, .uai/constraints.uai, and .uai/memory.uai, while the uploaded draft documents introduce a newer handoff architecture built around root-level totem.uai and taboo.uai, a startup state machine, an optional export manifest, and validator/wizard behaviors not yet reflected on the public site or in the public wizard outputs. Similarly, the public UAI-1 spec publishes six profiles and does not currently expose public support for idempotency_key, correlation_id, or dedicated discovery/delegation profiles, while the uploaded orchestration draft proposes those additions.
For a v1.0 beta release, the highest-confidence path is not to replace the current public architecture. Instead, UAIX should ship an additive beta that preserves the current six-profile UAI-1 surface and the current AI Memory / Project Handoff package structure, while introducing draft concepts in a compatible way. Concretely: keep the existing wizard shape and existing package files; add totem.uai and taboo.uai as optional-but-recommended beta outputs; add orchestration semantics as optional fields and conventions inside the existing envelope rather than brand-new mandatory profile families; tighten copy where current pages overstate parity that the roadmap still marks as “next”; and publish all changes through the canonical page + machine-artifact + validator/fixture + changelog path that UAIX already uses for support claims.
A second important finding is governance-related: there is no public repository or public issue tracker published today. UAIX’s own References and Contributors page says contributor intake is documentation-led and that the public handoff is the canonical site, machine artifacts, implementation tracks, and release notes rather than a publicly published repo/issue queue. That means this research could prioritize the official site and official machine routes, but could not inventory a public repo or issue tracker because the public site explicitly says those surfaces are not yet published.
The release recommendation is therefore straightforward: treat the public site as the v1.0 source of truth, treat the uploaded drafts as the product-owner target state, and ship a three-phase beta that first aligns terminology and public copy, then adds compatible beta outputs and readiness checks to the wizard, and only after that publishes any new machine-readable UAI-1 fields or schemas. That sequencing minimizes breakage, preserves the current boundary claims, and gives beta users a clear migration story.
Source basis and current public baseline
The reviewed primary sources were the canonical UAIX public pages, the UAIX machine-facing JSON routes, and the three uploaded internal draft documents. The strongest public sources for this assessment were the homepage, AI Memory page, Project Handoff page, Agent File Handoff page, AGENTS.md spec, UAI-1 spec, API Reference, Roadmap, Changelog, References and Contributors, Privacy and Data, and Analytics pages, plus the /wp-json/uaix/v1/catalog, /wp-json/uaix/v1/discovery, and /wp-json/uaix/v1/roadmap routes. The uploaded draft-spec sources were the handoff/Totem-and-Taboo draft, the memory-package blueprint/state-machine draft, and the multi-agent orchestration/safety draft.
The current public baseline is consistent on several points. UAIX presents UAI-1 / version 1.0 as the current public release, with six schemas/profiles, two transport bindings, five trust channels, four conformance levels, and eleven error codes published via the machine catalog/discovery surfaces. The homepage also publishes a local build record of UAIX-2026.04.29-predeploy, while the discovery route reports a generated timestamp of 2026-05-06T15:05:57+00:00.
The public support boundary is equally consistent. Across the wizard page, roadmap, changelog, privacy/data, and analytics governance pages, UAIX repeatedly states that its current support is a public standards/documentation/evidence surface, not a hosted importer, not an automatic repository writer, not an automatic LLM Wiki sync tool, not an SDK/CLI program, not a certification/endorsement body, and not a replacement for agent runtimes or adjacent protocols such as MCP, A2A, and OpenAPI.
The public UAI-1 contract is still relatively compact. The canonical page publishes six current profiles — uai.intent.request.v1, uai.intent.response.v1, uai.capability.statement.v1, uai.error.v1, uai.conformance.result.v1, and uai.task.status.v1 — and describes the public record as centered on explicit identity, workflow continuity, trust posture, provenance, integrity, typed errors, and validator-backed evidence. The validator page reinforces that current validation checks cover schema, field order, trace context, delivery expiry, capability-declared transport bindings, conformance levels, and trust-policy hints.
The public AI Memory / Project Handoff baseline is also clear. The AI Memory page positions AI Memory as compact, portable, file-based durable context, with Project Handoff as a subtype. The current Project Handoff starter package on the public page includes root Markdown files plus .uai/context.uai, .uai/constraints.uai, .uai/memory.uai, and package-specific .uai files such as .uai/stack.uai, .uai/architecture.uai, .uai/progress.uai, .uai/operations.uai, .uai/test-plan.uai, .uai/style.uai, and .uai/decisions.uai. Agent File Handoff is a separate spec with agent-file-handoff/Content/, Improvement/, Archive/, plus .uai/file-handoff.uai and .uai/intake-index.uai.
The largest availability limitation is this: a few routes that the public site names as canonical — especially .well-known and some governance pages such as Launch Readiness/Accessibility — could not be directly fetched by this research tool even though other UAIX sources list them as public routes. That is a verification gap, not confirmed site failure, and should be treated as unknown pending direct browser/host validation.
Wizard inventory, UI text, and published feature-state inventory
The current wizard is a six-step guided builder for supported UAI AI Memory starter bundles. It has a human UI and a page-embedded visitor-AI digest (script[data-ai-digest]), a base route plus fragment routes for preselecting Agent File Handoff and/or LLM Wiki, local browser draft restore, page-level validation, local-only generated artifacts, canonical starter ZIP downloads, and no hosted import/write behavior. That public behavior is described both on the wizard page and in the changelog entries from 2026-04-30 and 2026-05-01.
| Current wizard flow or surface | Current visible UI text and controls | Current behavior and outputs | Sources |
|---|---|---|---|
| Entry routes | Base route plus fragments: base wizard, #setup-file-handoff, #setup-llm-wiki, and #setup-file-handoff-llm-wiki | Base route defaults to the standard package. Fragment routes preselect Agent File Handoff and/or LLM Wiki for humans and visitor AIs. | |
| Wizard framing | “Six-step guided builder…” and “Build a UAI AI Memory starter package” | Public, linkable, JS-backed builder; exports remain local to the page; canonical ZIPs remain available from the supported bundle registry. | |
| Step label set | Step 1 of 6 Preset, Step 2 of 6 Basics, Step 3 of 6 Operations, Step 4 of 6 Protocols, Step 5 of 6 Receiver, Step 6 of 6 Review and Export | Current staged review flow; forward movement is validation-gated before export. The changelog says required fields validate before forward movement and exports live on the review step. | |
| Preset step | “Choose the setup path first…”, Purpose preset, AI Memory configuration, Current support boundary | Establishes the setup path and purpose preset first. Boundary text repeats that the page creates planning files, JSON exports, and canonical ZIP links only. | |
| Basics step | Project or package name, Package slug, Owner or review team, Default locale en-US zh-CN, Audience, Sensitivity, Target environment, Review due date | Collects package metadata, recipient boundary, locale, and review/date context; slug auto-updates until edited. | |
| Operations step | Collaboration model, Memory architecture, Project scope, Unit test policy, Integration test policy, Deployment strategy, Code review strategy, When tests run, Release gate, System discovery prompt | Generates operational/test/deployment posture. Changelog says this step now populates UAI_MEMORY_SYSTEM_PROFILE.md and related artifacts with operational definitions, not empty selections. | |
| Protocols step | Memory update policy, Source authority policy, Change risk level, Conflict resolution policy, Rollback strategy, Evidence record path, Review requirements, Memory update targets, Trust boundary note | Encodes source authority, evidence, conflict, risk, rollback, and review-gate behavior into generated outputs. Current rollback options include Feature flag or staged release, but that is part of the package plan, not proof of a site-internal feature-flag system. | |
| Receiver step | Next actor, Success evidence, First task for the receiver, Use Agent File Handoff?, Are you using an LLM Wiki?, plus LLM Wiki fields such as Wiki root path, Evidence log path, and Promotion targets | Houses the optional File Handoff and optional LLM Wiki planning within the same stable top-level flow. Changelog says optional LLM Wiki planning remains inside the receiver step and the review panel reports readiness items before export. | |
| Review and Export step | Output mode, Refresh cadence, File deck scope, copy/download actions for startup packet, system profile, receiver brief, package model, manifest overlay, optional File Handoff plan, optional LLM Wiki plan, and canonical ZIP | Exports are available only after required setup steps validate. Live preview is local only. Current named generated files include UAI_MEMORY_STARTUP_PACKET.md, UAI_MEMORY_SYSTEM_PROFILE.md, UAI_MEMORY_RECEIVER_BRIEF.md, UAI_MEMORY_WIZARD_OVERLAY.json, DEPLOYMENT_MEMORY_AND_TEST_REPORT.md, optional AGENT_FILE_HANDOFF_PLAN.md, and optional LLM_WIKI_MEMORY_PLAN.md. | |
| Canonical starter downloads | Project AI Memory, Project Handoff, Agent Session Memory, Onboarding Memory, Decision Memory, Client or Vendor Handoff Memory, Incident or Audit Memory, LLM Wiki Export Memory | Public wizard advertises eight canonical ZIP bundles. AI Memory page describes these as presets over one canonical template registry. | |
| Local-only boundary copy | “The wizard saves a local browser draft after changes. Generated outputs stay on the review step and never upload, import, sync, certify, or write to a repository.” | This is the most important product boundary for the beta: current wizard behavior is intentionally local. Changelog and roadmap repeat the same non-claim boundary. | |
| WordPress planning checklist | Use the package model JSON as the admin/import planning record, Require capabilities, nonces, server-side validation, ZIP traversal checks, and a refusal path before any site write, Treat plugin import and automatic site application as future controlled tooling | The current public stance is planning-only for WordPress application. No current public installer/importer support is claimed. |
No public internal feature-flag registry was found in the reviewed official sources. UAIX explicitly says that the public contributor/review surface is the published site plus machine artifacts and release trail, not a public repository or issue queue. Accordingly, the table below inventories published feature-like states and observable switches, not hidden internal flags.
| Published feature-like state | Kind | Current state | Notes | Sources |
|---|---|---|---|---|
| Base wizard route | User-facing mode | Current / default-on | Base route is the default setup path. | |
| Agent File Handoff route preselect | User-facing mode | Current / opt-in | Enabled by fragment path or receiver toggle; planning-only. | |
| LLM Wiki route preselect | User-facing mode | Current / opt-in | Optional planning file; not required by UAI specs or standards. | |
| Combined File Handoff + LLM Wiki path | User-facing mode | Current / opt-in | Both modes can be preselected together. | |
| Local browser draft restore | Wizard behavior | Current / conditional | Available when saved browser draft data exists. | |
| Required-step validation / staged review | Wizard behavior | Current | Changelog says required fields validate before forward movement. | |
| Live preview and review-step export | Wizard behavior | Current | Export actions are review-step gated and previews are local-only. | |
| Embedded visitor-AI digest | Wizard behavior | Current | Publicly described as page-embedded JSON from the same canonical payload/bundle registry; exact digest payload was not directly extractable through this research tool. | |
| Sensitive/high-risk review gates auto-enabled | Wizard behavior | Current | Documented in changelog, but the exact internal rule set is not publicly enumerated. | |
| Serializer parity warnings before export | Roadmap item | Next / not current | Roadmap calls for proving parity and making stale/changed-selection warnings explicit before export. | |
| Managed package records | Roadmap item | Planned / not current | Roadmap says package-instance identifiers, review states, provenance, privacy gates, and owner responsibilities are still planned. | |
| Hosted upload/import validation | Support boundary | Unsupported / not current | Explicitly outside current support. | |
| Automatic repository writes / automatic LLM Wiki sync | Support boundary | Unsupported / not current | Explicitly outside current support. | |
| Public repo / public issue tracker | Governance surface | Unknown / not published | Official site says these remain future work. |
Discrepancy matrix
The uploaded draft materials represent a coherent next-stage design direction, but they do not match the current public site in several important ways. The matrix below maps the highest-priority mismatches between the current public implementation and the internal target state.
| Area | Current public implementation | Draft / target direction | Discrepancy | Recommended disposition for v1.0 beta | Effort | Priority | Sources |
|---|---|---|---|---|---|---|---|
| Project Handoff core file model | Current public handoff package is centered on AGENTS.md, readme.human, root Markdown files, and .uai/context.uai, .uai/constraints.uai, .uai/memory.uai, plus bundle-specific .uai files. | Draft documents make root totem.uai and taboo.uai central and describe a state machine that locks them before operational files. | Major structural mismatch. Public spec/wizard do not yet expose the draft anchors. | Add totem.uai and taboo.uai as optional beta outputs, not a breaking replacement. Keep current .uai/... files valid. | M | P0 | |
| Wizard generated outputs | Public wizard generates startup packet, system profile, receiver brief, overlay JSON, optional File Handoff plan, optional LLM Wiki plan, report template, and canonical ZIP. | Draft state-machine/blueprint expects totem.uai, taboo.uai, and an export manifest plus read-order lock/guard behavior. | Public wizard cannot currently generate the proposed safety-anchor artifacts. | Add a “Safety anchors” block and optional artifact generation in the existing six-step flow. | M | P0 | |
| UAI-1 orchestration semantics | Public UAI-1 publishes six profiles and current envelope fields; validator checks trace/delivery/trust/conformance, but the public spec does not publish idempotency or correlation fields, nor dedicated discovery/delegation profiles. | Draft orchestration spec proposes delivery.idempotency_key, correlation_id, discovery handshake, and uai.intent.delegation.v1. | Public contract is narrower than draft ambition. | Use additive fields and conventions inside existing profiles for beta first; do not add breaking mandatory profile families until schemas/examples/validator support exist. | M | P0 | |
| Discovery/capability negotiation path | Public contract already has uai.intent.request.v1 and uai.capability.statement.v1; API reference exposes discovery/catalog routes. | Draft proposes a more formal uai.intent.discovery.v1 pre-flight handshake. | Functionally similar need, but schema direction differs. | Beta should standardize discovery as a request/response convention before introducing a new profile family. | S | P1 | |
| Sync / serializer parity claims | AI Memory page says starter ZIPs are generated from canonical templates/manifests and “download drift is not possible”; wizard page says the AI digest comes from the same canonical payload/bundle registry as the human wizard. | Roadmap still marks serializer parity proof and export warnings as “next” work. | Public copy sounds stronger than roadmap evidence currently proves. | Soften current public copy until parity proof is complete, or complete parity proof before beta announcement. | S | P0 | |
| API route inventory alignment | Catalog/discovery JSON include a /wp-json/uaix/v1/status route. | API Reference does not visibly document status alongside the listed public route inventory. | Minor doc/implementation inventory drift. | Either document status in API Reference or remove it from discovery if it is not a supported public route. | S | P1 | |
| Public validator/wizard suspension behavior | Draft says validator/wizard should halt and emit a static suspension packet if required safety-anchor files are missing or invalid. | Public wizard currently validates page steps and generates local artifacts, but does not publish a safety-anchor suspension behavior. | Draft guardrails are not public/productized yet. | Add readiness checks and “blocked export” warnings first; treat suspension-packet behavior as later hardening if desired. | M | P1 | |
| Repo / issue tracker inventory | User requested repo/issue tracker review if available. Public site says contributor intake is documentation-led and public repo/issue tracking are future work. | None published publicly. | Inventory cannot include a public official repo/issues surface because none is published. | State this explicitly in the spec/report/changelog notes; keep UAIX site + machine routes as official source of truth. | S | P0 | |
| Some discovery/governance routes direct verification | Discovery/privacy pages list .well-known, sitemap, launch-readiness, and accessibility routes as public surfaces. | Direct fetch of some of those pages/files failed in this research tool. | Verification gap remains. | Mark as unknown pending host/browser verification; include in beta QA checklist. | S | P1 |
Proposed v1.0 beta spec updates and wizard guidance
The safest product/spec strategy is to keep the current public v1.0 contract intact, then layer in the draft concepts as additive beta guidance. That means: preserve the current six-profile message family, preserve the current Project Handoff package shape, preserve the current wizard route/step architecture, and introduce safety anchors and orchestration semantics in ways that do not invalidate current public packages or the current validator surface. This recommendation directly follows from the public support-boundary language, the current published package/file model, and the roadmap’s own “current / next / planned” distinctions.
flowchart TD
A[Wizard entry] --> B[Preset]
B --> C[Basics]
C --> D[Operations]
D --> E[Protocols]
E --> F[Receiver]
F --> G[Review and Export]
D --> D1[Optional beta safety anchors block]
D1 --> D2[Generate totem.uai]
D1 --> D3[Generate taboo.uai]
F --> F1[Optional Agent File Handoff plan]
F --> F2[Optional LLM Wiki plan]
G --> G1[Local preview]
G --> G2[Copy-paste deck]
G --> G3[Canonical ZIP]
G --> G4[Package model and overlay]
G --> G5[Readiness checks]
flowchart TD
A[AGENTS.md] --> B[readme.human]
B --> C{totem.uai present?}
C -- Yes --> D[Load totem.uai]
C -- No --> E[Load current .uai context files]
D --> F{taboo.uai present?}
F -- Yes --> G[Load taboo.uai]
F -- No --> E
G --> E[Load .uai context,\nconstraints, memory,\noperations, test-plan]
E --> H[Load startup packet / receiver brief]
H --> I[Do targeted checks]
I --> J{taboo violated?}
J -- Yes --> K[No-op and escalate]
J -- No --> L[Proceed with reviewed work]
The exact wording changes below are written as proposed normative/public-copy inserts for a v1.0 beta release.
| Proposed section | Exact wording change |
|---|---|
| UAI-1 — delivery semantics | Add to the UAI-1 message contract: “delivery.idempotency_key is an optional v1.0 field for retry-safe operations. When present, the sender MUST reuse the same value across retries of the same intended operation. A receiver SHOULD treat repeated packets with the same message_id and delivery.idempotency_key as the same operation until delivery.expires_at or local retention expiry, whichever comes first.” |
| UAI-1 — workflow continuity | Add to the conversation object definition: “conversation.correlation_id is an optional v1.0 field for multi-step delegated work. When present, all related request, response, and task-status records in the same delegated branch SHOULD preserve the same correlation_id.” |
| UAI-1 — capability discovery | Add a convention note instead of a new profile family: “Capability discovery in v1.0 beta uses the current public request/response surface unless and until a separate schema is published. Implementations SHOULD use uai.intent.request.v1 with an intent such as resolve-capability or resolve-profile, and respond with uai.capability.statement.v1 or uai.intent.response.v1.” |
| UAI-1 — delegated task execution | Add to request-body guidance rather than a new mandatory profile: “Implementations that use the current request/task-status surface for delegated work MAY include body.task_execution with execution timeout, expected output shape, callback target, and queue priority. Public support claims for this structure MUST NOT be made until schemas, examples, and validator behavior are published for it.” |
| Project Handoff — optional beta safety anchors | Add to Project Handoff: “A v1.0 beta handoff package MAY include root-level totem.uai and taboo.uai. totem.uai carries stable project identity, design posture, authority boundary, and tone. taboo.uai carries explicit non-go states, claim boundaries, and required review gates. Packages that omit these files remain valid in v1.0 beta if equivalent guidance exists in AGENTS.md, readme.human, .uai/context.uai, and .uai/constraints.uai.” |
| Project Handoff — read order and no-op rule | Add to startup/read-order guidance: “When totem.uai and taboo.uai are present, the receiver SHOULD read AGENTS.md, readme.human, totem.uai, taboo.uai, then the active .uai files before broad work. If a requested action conflicts with taboo.uai, the receiver MUST stop broad execution, report the conflict, and request human review.” |
| Wizard — boundary language | Replace current boundary copy with: “This page creates local planning files, generated local guidance, JSON exports, optional beta safety anchors, and canonical ZIP links for review. It does not import, install, sync, certify, or write into another system.” |
| Wizard — parity language | Replace categorical parity wording with: “The human wizard, visitor-AI digest, generated file deck, and canonical ZIP links are designed to resolve from the same underlying bundle definitions. Treat serializer parity as current beta evidence only where the matching fixtures and release notes say it has been verified.” |
The wizard copy should be updated in a very targeted way so the user-facing flow remains familiar. The table below keeps the six-step architecture and adds only the minimum new language needed for a v1.0 beta.
| Current UI area | Proposed v1.0 beta copy |
|---|---|
| Step 4 helper text | Safety anchors — “Add stable project-purpose and hard-no-go files for beta handoffs. These files are local, reviewable, and do not change the current UAIX support boundary.” |
| New toggle label | Generate totem.uai — “Recommended when multiple agents or long-running resets may weaken project identity, design posture, or authority boundaries.” |
| New toggle label | Generate taboo.uai — “Recommended when the package needs explicit non-go rules, review gates, or escalation rules beyond ordinary constraints files.” |
| Step 5 first task default | “Read the package in order, summarize current truth, confirm constraints and safety anchors, name intended touchpoints, and name targeted checks before editing.” |
| Step 6 readiness item | “Safety anchors checked: if enabled, totem.uai and taboo.uai are present, readable, non-empty, and reflected in the startup packet and receiver brief.” |
| Review/export note | “Beta safety anchors are local package artifacts. They do not create hosted enforcement, runtime control, repository writes, or conformance claims by themselves.” |
Two implementation details should remain explicit in the spec and wizard guidance. First, do not publish new canonical public profile families yet unless schemas, registry entries, examples, API docs, and validator expectations all land together. Second, do not make totem.uai / taboo.uai mandatory in v1.0 beta because that would invalidate the current public Project Handoff bundle family and the current wizard-generated file set. The roadmap and changelog both argue for additive, evidence-backed promotion rather than premature support-language widening.
Rollout plan, changelog, testing, and migration notes
A practical beta rollout can fit into a short three-week schedule while remaining faithful to UAIX’s existing evidence discipline. The recommended sequence is: first publish copy/boundary alignment, then ship wizard artifacts and review checks, then publish any associated machine-readable additions. That order mirrors the roadmap’s promotion gates and minimizes the risk of the public pages claiming support ahead of proof.
| Proposed UTC window | Milestone | Deliverable |
|---|---|---|
| 2026-06-08 to 2026-06-12 | Documentation alignment | Update Project Handoff, AI Memory, UAI-1, API Reference, and Wizard copy so current-vs-beta language is consistent and parity claims are properly scoped. |
| 2026-06-13 to 2026-06-19 | Wizard beta hardening | Add optional totem.uai / taboo.uai generation, readiness checks, startup-packet/read-order updates, and changed-selection/parity warnings before export. |
| 2026-06-20 to 2026-06-26 | Machine-artifact beta publication | If desired, publish additive schema/examples/validator expectations for delivery.idempotency_key, conversation.correlation_id, and body.task_execution. If not ready, keep them implementation-lane only. |
| 2026-06-27 | Beta release communication | Changelog entry set, News note, beta-user migration note, and updated references/discovery packet. |
A suggested beta-user changelog set for publication is below.
| Proposed entry title | Suggested scope |
|---|---|
| `2026-06-13 | Project Handoff optional safety-anchor beta` |
| `2026-06-16 | AI Memory Package Wizard safety-anchor output and readiness checks` |
| `2026-06-18 | UAI-1 beta orchestration field guidance` |
| `2026-06-20 | API and discovery inventory alignment` |
| `2026-06-27 | UAIX v1.0 beta rollout note` |
A concise beta-user rollout note should read like this:
UAIX v1.0 beta keeps current UAI-1 and Project Handoff packages valid. Existing starter ZIPs, current
.uaifiles,AGENTS.md, andreadme.humanremain supported. New beta artifacts such astotem.uai,taboo.uai, and additive orchestration fields are optional unless a specific implementation lane says otherwise. Do not treat optional beta artifacts as public conformance requirements until the matching schemas, examples, validator checks, and changelog entries are published.
The QA/testing checklist should cover both public-site behavior and generated-artifact correctness.
| QA area | Test | Pass criterion | Sources |
|---|---|---|---|
| Wizard routing | Verify base route and all fragment routes | Base route opens standard flow; fragment routes preselect the intended optional setup mode. | |
| Staged validation | Try incomplete required fields in each step | Forward movement is blocked until required data is present; review/export is unavailable until prerequisites validate. | |
| Draft restore | Save a draft, refresh, restore | Local browser draft can be restored and does not trigger server-side state changes. | |
| Generated artifact integrity | Compare preview, copied text, downloaded files, and manifest overlay | System profile, receiver brief, startup packet, overlay, optional plans, and ZIP reference reflect the same selections. | |
| Optional safety anchors | Enable/disable proposed totem.uai and taboo.uai outputs | When enabled, files appear in preview/deck/packet/readiness checklist; when disabled, existing packages remain unchanged. | Proposed beta behavior; verify against updated spec/wizard after implementation. |
| File Handoff path | Enable Agent File Handoff path | AGENT_FILE_HANDOFF_PLAN.md is generated and receiver instructions reference Content/Improvement/Archive behavior correctly. | |
| LLM Wiki path | Enable LLM Wiki path | LLM_WIKI_MEMORY_PLAN.md is generated and boundary text keeps wiki memory background until promoted. | |
| UAI-1 additive fields | Validate packets with and without additive beta fields | Existing packets still pass; beta fields do not alter support claims unless matching schemas/examples/validator rules are published. | |
| Discovery/API inventory | Compare catalog/discovery/API Reference route lists | No route appears in discovery/catalog without matching documentation, or it is explicitly marked internal/unsupported. | |
| Boundary claims | Review pages, news, changelog, roadmap, privacy, analytics | No page claims hosted import, repo writes, auto sync, SDK/CLI, certification, or endorsement as current support. | |
| Direct-route verification | Manually verify .well-known, sitemap.xml, Launch Readiness, Accessibility, and status route | Publicly named discovery/governance routes are directly fetchable and consistent with docs. |
The migration story should be simple and conservative.
| Compatibility topic | Recommendation |
|---|---|
| Existing Project Handoff bundles | Continue to accept them unchanged. Do not require totem.uai or taboo.uai for legacy v1.0 packages. |
| Existing wizard exports | Keep current filenames and current file deck behavior intact. Add new beta artifacts only as optional additions. |
| Existing UAI-1 packets | Keep all current six public profiles unchanged. Add fields only as optional extensions in current objects until full public schema support exists. |
Existing AGENTS.md / .uai loading behavior | Preserve current read order; when safety anchors exist, prepend them to the startup order rather than replacing existing files. |
| Public support language | Keep beta language narrower than full current-support language until machine artifacts and validator expectations are published. |
| Beta users | Tell them explicitly that current packages remain valid and that beta additions are opt-in unless a named implementation lane states otherwise. |
Effort, priorities, risk assessment, and open questions
The change set can be ranked cleanly by value and implementation risk. The items below assume the goal is a credible v1.0 beta with minimal public breakage.
| Rank | Change | Why it matters | Estimated effort | Recommended priority |
|---|---|---|---|---|
| Highest | Align public copy with roadmap evidence, especially serializer-parity language | This is the fastest way to reduce overclaim risk before beta messaging widens. | 1–2 documentation days | P0 |
| Highest | Add optional totem.uai / taboo.uai to Project Handoff spec and wizard outputs | This is the clearest bridge between the current site and the product-owner draft direction. | 3–5 product/doc/implementation days | P0 |
| Highest | Keep UAI-1 beta orchestration changes additive inside existing envelope objects | Preserves backward compatibility and avoids breaking the six-profile public baseline. | 2–4 spec/schema days | P0 |
| High | Add readiness checks and changed-selection warnings before export | Roadmap already says this is “next”; it improves beta trust immediately. | 2–3 implementation/QA days | P1 |
| High | Align discovery/catalog/API route inventory, especially status | Low effort, reduces machine-surface ambiguity and documentation drift. | 1 implementation/doc day | P1 |
| High | Add startup/read-order guidance for optional safety anchors | Ensures the beta concept is usable in practice rather than only present in files. | 1–2 documentation days | P1 |
| Medium | Publish machine-readable schemas/examples for additive beta fields | Valuable, but only after public copy and wizard behavior are aligned. | 3–5 spec/validator days | P1 |
| Medium | Add direct QA for .well-known, sitemap, accessibility, and launch-readiness routes | Important because these routes are publicly named but were not fully verifiable through this research tool. | 1–2 QA days | P1 |
| Lower | Design stronger suspension-packet behavior for missing safety anchors | Useful hardening, but not necessary for first beta if readiness gating exists. | 2–3 implementation days | P2 |
| Lower | Publish managed package records / hosted validation / import flows | Explicitly outside current support; not appropriate for this beta unless the roadmap, machine artifacts, and release evidence all move together. | 1+ sprint | P3 |
The primary risks are all manageable. The biggest risk is support-boundary drift: if the beta introduces safety anchors or additive orchestration fields but public pages start implying hosted enforcement, imports, or runtime ownership, UAIX will contradict its own roadmap and governance posture. The second risk is serializer/documentation drift: the public pages currently describe strong synchrony across wizard, digest, and ZIP surfaces, while the roadmap still treats parity proof as incomplete. The third risk is breaking existing handoff packages by making draft concepts mandatory too early. The fourth risk is verification blind spots around some named discovery/governance routes that could not be directly fetched during this research session.
The open questions are short and important. No public repo or issue tracker is published, so release/change management must continue to flow through the canonical site, machine artifacts, and changelog unless UAIX chooses to publish a public source/review surface later. The exact embedded script[data-ai-digest] payload on the wizard page was described publicly but not directly extractable through this research tool, so its exact keys and parity with the visible wizard remain partially unknown. The site also publicly names .well-known, Launch Readiness, Accessibility, and other routes that this tool could not directly verify, so final beta QA should include a manual/browser-level production-route check. Finally, the internal draft documents are directionally strong, but their mandatory language would be breaking if applied verbatim to the current public v1.0 package model; the recommended beta path therefore treats them as target-state guidance, not immediate public replacement text.