fix(research): use faithful localized guidance by default for new analyses

docs/reference/trajectory-assessment.md

@@ -304,14 +304,18 @@ leading signs, precision and percent suffixes stay exact, while spelled-out unit
 are explained in the output language. An adjacent topic cannot resolve an
 ambiguous referent without supporting field-bound evidence. This remains model
 guidance; the exact-literal qualifier and original-text fallback are unchanged.
-The curator selects it in a new versioned input through the existing analysis
-action. Earlier encodings retain their exact prompts, identities and artifacts;
-reading or refreshing them never starts or upgrades analysis.
+New CLI preparations and default pack registrations select it when a captured
+display snapshot has no explicit encoding. The normalized input is saved with
+that choice before analysis. Explicit encodings/configurations and frozen inputs
+retain their exact prompts, identities and artifacts; reading or refreshing them
+never starts or upgrades analysis. Translation quality belongs to the existing
+analysis generation, with original text available for comparison.
 
 显式数值编码 v3 增加生成时的逐项忠实性核对：正负号、精度和百分号按允许的原始写法
 保留，文字单位用目标语言解释；不能仅凭邻近主题补全含糊所指。这仍是模型指导，
-既有字面校验和原文回退不放宽。由原输入整理者通过既有分析入口明确生成新版本，
-旧编码的提示、身份和产物保持，阅读与刷新不升级或执行分析。
+既有字面校验和原文回退不放宽。新CLI准备和默认pack登记在快照未指定编码时采用v3，
+先将选择保存到版本化输入，再由既有分析入口生成。显式编码/配置及历史输入的提示、
+身份和产物保持，阅读与刷新不升级或执行分析。译文质量由默认生成承担，原文仍可核对。
 
 Translated prose is applied to decoded narrative fields; it is never serialized
 and reparsed as an Explore decision. Owner-format labels or list markers inside

examples/personal-workspace-browser/research-history.mjs

@@ -719,6 +719,8 @@ export const researchHistoryScenario = {
       await unavailablePanel.getByRole('status').filter({hasText: '分析来源未就绪'}).waitFor();
       assert.equal(await unavailablePanel.locator('header p').count(), 0, 'An empty reader does not repeat analysis instructions');
       await unavailablePanel.press('Escape');
+      await page.waitForFunction(element => element === document.activeElement,
+        await history.getByRole('button', {name: '深度分析', exact: true}).elementHandle());
       assert(await history.getByRole('button', {name: '深度分析', exact: true}).evaluate(e => e === document.activeElement));
       assert.equal(analysisWrites, 0, 'Unavailable analysis, help and recovery are reads');
       await page.setViewportSize({width: 1280, height: 900});

loopx/capabilities/benchmark_toolkit/trajectory_assessment.py

@@ -49,6 +49,7 @@ def prepare(
         "benchmark.trajectory.prepare",
         {
             "input": json.loads(input_path.read_text(encoding="utf-8")),
+            "generation_defaults": output_schema_revision == 2,
             "config": {"model": model, "effort": effort, "service_tier": service_tier,
                        **({"output_schema_revision": output_schema_revision} if output_schema_revision is not None else {}),
                        **({"research_synthesis": True, "research_synthesis_revision": 2} if research_synthesis else {})},

loopx/capabilities/benchmark_toolkit/trajectory_assessment_store.py

@@ -351,6 +351,7 @@ def register_pack(
         {
             "input": json.loads(input_path.read_text(encoding="utf-8")),
             "config": config or DEFAULT_CONFIG,
+            "generation_defaults": not config,
         },
     )
     record = {
@@ -571,7 +572,7 @@ def _continuation(runtime_root, owner_goal_id, record, prepared, result, languag
     if base_id is None:
         return None, None
     try:
-        _, previous = _resolve(runtime_root, owner_goal_id, base_id)
+        owner, previous = _resolve(runtime_root, owner_goal_id, base_id)
         base = inspect_pack(runtime_root=runtime_root, owner_goal_id=owner_goal_id,
                             pack_id=base_id, output_language=language, include_continuation=False)
         old = _prepared(previous, language) if language is not None else _prepared(previous)
@@ -589,9 +590,24 @@ def _continuation(runtime_root, owner_goal_id, record, prepared, result, languag
     except (OSError, ValueError):
         readable = False
     usable = readable and base["result"] is not None and base["reason_code"] != "method_changed"
-    prior = {**old, **({"output": base["result"]} if usable else {})}
+    # Readback has restored display literals. Requalify the exact successful
+    # attempt's provider response, including when a later retry failed.
+    output = None
+    if usable:
+        directory = _job(owner, old, old["analysis_key"])
+        if base.get("result_job"):
+            directory = directory / f"attempt-{base['result_job']['attempt']}"
+        try:
+            output = json.loads((directory / "model-output.json").read_text(encoding="utf-8"))
+        except (OSError, ValueError):
+            usable = False
+    prior = {**old, **({"output": output} if usable else {})}
+    # Compare analytical rows without resending the restored display sidecar;
+    # the raw response above supplies the versioned display data for reuse.
+    comparison_output = {key: result[key] for key in ("assessments", "limitations", "episode_questions", "synthesis")
+                         if key in result} if result is not None else None
     projection = effect_runtime_result("benchmark.trajectory.continuation", {
-        **prepared, "previous": prior, **({"output": result} if result is not None else {}),
+        **prepared, "previous": prior, **({"output": comparison_output} if result is not None else {}),
     })
     return {
         **projection,

loopx/control_plane/capabilities/trajectory_assessment.ts

@@ -33,7 +33,7 @@ function metric(v: unknown): TrajectoryMetric {
   if (!TRAJECTORY_METRICS.includes(v as TrajectoryMetric)) throw new EffectRuntimeRequestError('unsupported metric');
   return v as TrajectoryMetric;
 }
-export function parseTrajectoryInput(raw: unknown): TrajectoryInput {
+export function parseTrajectoryInput(raw: unknown, generationDefaults = false): TrajectoryInput {
   const x = object(raw, 'input');
   if (x.schema_version !== 'trajectory_assessment_input_v1') throw new EffectRuntimeRequestError('unsupported input schema');
   const s = object(x.scope, 'scope'), selection = object(x.selection, 'selection');
@@ -67,7 +67,9 @@ export function parseTrajectoryInput(raw: unknown): TrajectoryInput {
   if (selection.exhaustive && population !== episodes.length) throw new EffectRuntimeRequestError('exhaustive requires a complete known population');
   const display = x.display_snapshot === undefined ? undefined : object(x.display_snapshot, 'display_snapshot');
   if (display && display.schema_version !== 'research_display_snapshot_v1') throw new EffectRuntimeRequestError('unsupported display snapshot');
-  const encoding = display?.translation_encoding;
+  const requestedEncoding = display?.translation_encoding;
+  const encoding = display && generationDefaults && requestedEncoding === undefined
+    ? 'source_text_aliases_with_literal_values_v3' : requestedEncoding;
   if (encoding !== undefined && encoding !== 'source_text_aliases_v1' && encoding !== 'source_text_aliases_with_literals_v1'
       && encoding !== 'source_text_aliases_with_literal_values_v1' && encoding !== 'source_text_aliases_with_literal_values_v2'
       && encoding !== 'source_text_aliases_with_literal_values_v3') {
@@ -242,7 +244,9 @@ const synthesisSchema = {type: 'object', additionalProperties: false,
   }};
 
 export function prepareTrajectoryAssessment(params: Record<string, unknown>) {
-  const input = parseTrajectoryInput(params.input);
+  // Only new writer requests select defaults. Frozen inputs are re-prepared on
+  // every read and must retain their original prompt and analysis identity.
+  const input = parseTrajectoryInput(params.input, params.generation_defaults === true);
   const config = object(params.config, 'config');
   if (config.research_synthesis !== undefined && typeof config.research_synthesis !== 'boolean') {
     throw new EffectRuntimeRequestError('research_synthesis must be boolean');

tests/capabilities/test_trajectory_assessment_store.py

@@ -583,30 +583,38 @@ def test_missing_source_blocks_new_execution_and_leaves_registration_visible(pac
         execute_pack(**operation, codex="must-not-run")
 
 
-@pytest.mark.parametrize("encoding", [None, "source_text_aliases_v1", "source_text_aliases_with_literals_v1", "source_text_aliases_with_literal_values_v1", "source_text_aliases_with_literal_values_v2", "source_text_aliases_with_literal_values_v3"])
+@pytest.mark.parametrize("encoding", ["default", None, "source_text_aliases_v1", "source_text_aliases_with_literals_v1", "source_text_aliases_with_literal_values_v1", "source_text_aliases_with_literal_values_v2", "source_text_aliases_with_literal_values_v3"])
 @pytest.mark.parametrize("context", [False, True])
 def test_full_history_display_uses_the_same_job_and_preserves_original_versions(pack, tmp_path, encoding, context):
-    scope, _, _, input_path, sources, _ = pack
+    from loopx.capabilities.benchmark_toolkit.trajectory_assessment import prepare
+
+    scope, _, initial, input_path, sources, _ = pack
     data = json.loads(input_path.read_text())
     history = {"ok": True, "goal_id": "solver", "total": 2, "next_cursor": None, "items": [
         dict(schema_version="loopx_explore_result_event_v0", event_id="question-old", result_id="question", goal_id="solver", event_kind="node",
              node_kind="question", recorded_at="2026-01-01T00:00:00Z", title="Does V18 help?", summary="Not established.", status="open"),
         dict(schema_version="loopx_explore_result_event_v0", event_id="question-new", result_id="question", goal_id="solver", event_kind="node",
              node_kind="question", recorded_at="2026-01-02T00:00:00Z", title="Does V19 help?", summary="Still unknown.", status="blocked"),
     ]}
-    if encoding in {"source_text_aliases_with_literal_values_v1", "source_text_aliases_with_literal_values_v2", "source_text_aliases_with_literal_values_v3"}:
+    if encoding in {"default", "source_text_aliases_with_literal_values_v1", "source_text_aliases_with_literal_values_v2", "source_text_aliases_with_literal_values_v3"}:
         history["items"][0]["summary"] = "Trial4failed2checks"
     text = json.dumps(history, ensure_ascii=False)
     (sources / "history.json").write_text(text)
     data["sources"].append(dict(id="history", artifact="history.json", artifact_sha256=hashlib.sha256(text.encode()).hexdigest(), first_line=1, text=text))
     data["display_snapshot"] = dict(schema_version="research_display_snapshot_v1", source_id="history", source_namespace="source-a")
-    if encoding is not None:
+    if encoding is not None and encoding != "default":
         data["display_snapshot"]["translation_encoding"] = encoding
     context_citation = dict(source_id="source", first_line=2, last_line=2)
     if context:
         data["display_snapshot"]["contexts"] = [dict(event_id="question-old", field="summary", citations=[context_citation])]
     input_path.write_text(json.dumps(data))
-    registered = register_pack(**scope, input_path=input_path, source_root=sources, title="Whole history · synthetic")
+    registered = register_pack(**scope, input_path=input_path, source_root=sources, title="Whole history · synthetic",
+                               config=None if encoding == "default" else initial["config"])
+    if encoding == "default":
+        prepared = prepare(input_path, model="gpt-6.1-sol", effort="max", service_tier="fast")
+        assert prepared["input"]["display_snapshot"]["translation_encoding"] == "source_text_aliases_with_literal_values_v3"
+        assert prepared["analysis_key"] == registered["analysis_key"]
+        assert json.loads(input_path.read_text()) == data
     current = inspect_pack(**scope, pack_id=registered["pack_id"], output_language="zh")
     assert current["display_request"]["eligible"] == 4 and current["job"] is None
     provider = tmp_path / "display-provider"
@@ -640,7 +648,7 @@ def translation(field):
             read_citation(**operation, source_id="history", first_line=1, last_line=1)
     else:
         assert not any("context_citations" in field for field in result["result"]["display"]["fields"])
-    if encoding in {"source_text_aliases_with_literal_values_v1", "source_text_aliases_with_literal_values_v2", "source_text_aliases_with_literal_values_v3"}:
+    if encoding in {"default", "source_text_aliases_with_literal_values_v1", "source_text_aliases_with_literal_values_v2", "source_text_aliases_with_literal_values_v3"}:
         assert any(field["text"] == "第4次尝试有2项检查未通过（Trial4failed2checks）。"
                    for field in result["result"]["display"]["fields"])
     assert result["job"]["usage"]["input_tokens"] == 19  # one shared attempt, not four new jobs
@@ -657,6 +665,25 @@ def translation(field):
     assert prior["job"]["status"] == "failed" and prior["job"]["attempt"] == 2
     assert prior["result_attempt"] == 1 and prior["result_job"]["usage"]["input_tokens"] == 19
     assert prior["result"] == result["result"]
+    if encoding == "default":
+        # A failed retry keeps the prior successful response reusable. Readback
+        # contains restored literals, so it cannot substitute for raw output.
+        successor_input = json.loads(input_path.read_text())
+        successor_input["scope"]["revision"] = "successor-capture"
+        successor_path = tmp_path / "successor.json"
+        successor_path.write_text(json.dumps(successor_input))
+        successor = register_pack(**scope, input_path=successor_path, source_root=sources,
+                                  title="Same evidence, new capture", base_pack_id=registered["pack_id"])
+        successor_view = inspect_pack(**scope, pack_id=successor["pack_id"], output_language="zh")
+        assert successor_view["continuation"]["base_available"] and successor_view["continuation"]["can_reuse"]
+        assert successor_view["job"] is None
+        reuse = execute_pack(**scope, pack_id=successor["pack_id"], analysis_key=successor_view["analysis_key"],
+                             output_language="zh", codex="must-not-run")
+        assert reuse["status"] == "succeeded" and reuse["reused"]
+        reused = inspect_pack(**scope, pack_id=successor["pack_id"], output_language="zh")
+        assert reused["result"]["display"] == prior["result"]["display"]
+        assert reused["result"]["metrics"] == prior["result"]["metrics"]
+        assert reused["continuation"]["verdict_changes"] == []
     provider.write_text(successful_provider)
     assert execute_pack(**operation, codex=str(provider), retry=True)["status"] == "succeeded"
     result = inspect_pack(**scope, pack_id=registered["pack_id"], output_language="zh")

tests/control_plane_ts/trajectory_assessment.test.ts

@@ -51,6 +51,34 @@ const contextInput = () => {
 const translatedOutput = (p = displayPrepared()) => ({...output(), episode_questions: [{episode_id: 'e1', question: 'A 是否有帮助？'}, {episode_id: 'e2', question: 'B 是否有帮助？'}],
   display_translations: JSON.parse(p.prompt.split('\n\ndisplay_fields:\n')[1]!).map((row: {field_id: string; text: string}) => ({field_id: row.field_id, text: `【译文】${row.text}`}))});
 
+test('new generation selects faithful display defaults without upgrading frozen or explicit inputs', () => {
+  for (const language of ['zh', 'en']) {
+    const original = contextInput(), configForLanguage = {...config, output_language: language};
+    delete original.display_snapshot!.translation_encoding;
+    const before = structuredClone(original);
+    const frozen = prepareTrajectoryAssessment({input: original, config: configForLanguage});
+    const next = prepareTrajectoryAssessment({input: original, config: configForLanguage, generation_defaults: true});
+    assert.equal(next.input.display_snapshot!.translation_encoding, 'source_text_aliases_with_literal_values_v3');
+    assert.notEqual(next.analysis_key, frozen.analysis_key);
+    assert.equal(next.config.output_language, language);
+    assert.deepEqual(next.input.sources, original.sources);
+    assert.deepEqual(next.input.episodes, original.episodes);
+    assert.deepEqual(original, before, 'Writer normalization does not modify the captured input');
+    assert.deepEqual(prepareTrajectoryAssessment({input: next.input, config: next.config}), next);
+    assert.deepEqual(prepareTrajectoryAssessment({input: original, config: configForLanguage}), frozen);
+    for (const encoding of ['source_text_aliases_v1', 'source_text_aliases_with_literal_values_v2'] as const) {
+      const explicit = structuredClone(original);
+      explicit.display_snapshot!.translation_encoding = encoding;
+      assert.deepEqual(prepareTrajectoryAssessment({input: explicit, config: configForLanguage, generation_defaults: true}),
+        prepareTrajectoryAssessment({input: explicit, config: configForLanguage}));
+    }
+    const invalid = {...original, display_snapshot: {...original.display_snapshot, translation_encoding: null}};
+    assert.throws(() => prepareTrajectoryAssessment({input: invalid, config: configForLanguage, generation_defaults: true}),
+      /unsupported display translation encoding/);
+  }
+  assert.deepEqual(prepareTrajectoryAssessment({input: input(), config, generation_defaults: true}), prepared());
+});
+
 test('field-bound evidence disambiguates identical notes without sharing translations or changing source authority', () => {
   const input = contextInput(), p = prepareTrajectoryAssessment({input, config: {...config, output_language: 'zh'}});
   const rows = JSON.parse(p.prompt.split('\n\ndisplay_fields:\n')[1]!);