0xhoneyjar/shaping-journeys

Shaping Journeys

Manage user canvases and shape common patterns into journey definitions for flow diagramming and testing.

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Triggers

/shape              # List all canvases with status
/shape --run        # Shape canvases into journeys
/shape --journey {id}  # Show journey details

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Step 0: Collect All Signal Sources (Pre-Workflow)

Before any mode executes, gather enriched signal data from all canvases.

For each canvas in grimoires/observer/canvas/*.md:

1. Read existing sections:

   • ## Journey Fragments (existing behavioral context)
   • ## Feedback Entries (from UI) (sentiment data from /synthesize-feedback)
   • ## Score Context (user position for weighting)

2. Merge into unified signal list:

   • Journey fragments provide behavioral context (goals, actions, expectations)
   • Feedback entries provide sentiment data (FEEL, WEIGHTINGS, ACCURACY, UX)
   • Score context provides user weight for pattern prioritization

3. Weight patterns by Score Context:

   | Signal Weight | Multiplier | Source | |---------------|------------|--------| | HIGH (top 1%, godfather/all_night tier) | 3x | Patterns from these users are prioritized in detection | | MEDIUM (top 25%, devoted/regular tier) | 1x | Standard weight | | LOW (below 25th percentile) | 0.5x | De-prioritized but not ignored |

   Apply weight multiplier when counting pattern occurrences in Step 3 (Pattern Detection). A HIGH-weight user's feedback entry counts as 3 occurrences toward confidence thresholds.

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List Mode (Default)

When invoked without arguments, display canvas summary.

Step 1: Read All Canvases

grimoires/observer/canvas/*.md

Step 2: Parse Canvas Frontmatter

Extract from each canvas:

• User
• Status
• Quotes count
• Goals count
• Linked journeys

Step 3: Display Summary Table

┌─────────────────────────────────────────────────────────────────┐
│ LABORATORY CANVASES                                             │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  User            Status    Quotes  Goals   Journeys             │
│  ─────────────   ───────   ──────  ─────   ─────────            │
│  papa-flavio     active    3       2       deposit-flow         │
│  tchallason      active    5       3       rewards-display      │
│  testuser        active    1       1       -                    │
│                                                                 │
│  Total: 3 canvases, 9 quotes, 6 goals                          │
│                                                                 │
│  Pending Synthesis: 1 canvas (testuser)                        │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

Next Steps:
  - Add more feedback: /observe @{user} "quote"
  - Shape journeys: /shape --run
  - View journey: /shape --journey {journey-id}

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Run Mode (--run)

Extract patterns from canvases to create journey definitions.

Step 1: Load All Canvases

Read all grimoires/observer/canvas/*.md files. Parse YAML frontmatter and markdown sections.

Step 2: Extract Level 3 Goals

From each canvas, extract:

• Goal text
• Validation status
• Supporting quotes
• User type

Step 2.5: Load Domain Glossary

Before pattern detection, load domain vocabulary to prevent misinterpretation during synthesis:

1. Read grimoires/observer/glossary.yaml
2. During pattern detection and goal extraction, check if any glossary term appears in user quotes (case-insensitive match on the term field)
3. If a match is found:
   • Use the meaning field as the canonical interpretation
   • Note the not field to explicitly avoid the common misinterpretation
   • Annotate journey steps with [glossary: {term}] where relevant
4. If glossary file does not exist, proceed without — log a warning to the operator

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Step 3: Pattern Detection

Identify common patterns across canvases:

Grouping Rules:

• Similar Level 3 goals → Journey candidates
• Overlapping journey fragments → Shared steps
• Common expectation gaps → Error states

Confidence Thresholds: | Canvases | Confidence | Action | |----------|------------|--------| | 1 | LOW | Flag for manual review | | 2 | MEDIUM | Create draft journey | | 3+ | HIGH | Create journey, auto-validate |

Step 4: Generate Journey Files

For MEDIUM/HIGH confidence patterns, create journey files:

Journey Template:

---
type: journey
id: {journey-id}
title: {Human Readable Title}
source_canvases: [{usernames}]
created: {timestamp}
updated: {timestamp}
status: draft
confidence: medium | high
---

# {Journey Title}

## Summary

{1-2 sentence description synthesized from goals}

---

## User Types

- **Primary**: {most common type from source canvases}
- **Secondary**: [{other types}]

---

## Steps

### Step 1: {Step Name}

- **Trigger**: {what initiates this step}
- **Action**: {what user does}
- **Expected**: {what should happen}
- **Selector**: {suggested data-testid or selector}
- **Potential Errors**:
  - {error state from canvas gaps}

### Step 2: {Step Name}

...

---

## Success Condition

{What constitutes successful completion of this journey}

---

## Known Gaps

| Gap | Type | Source Canvas | Resolution |
|-----|------|---------------|------------|
| {gap} | {Bug/Feature/Discoverability} | {canvas} | {status} |

---

## Source Quotes

> "{quote}" — @{user}

Step 5: Update Source Canvases

Add journey link to each source canvas frontmatter:

linked_journeys:
  - {journey-id}

Step 5.5: Re-Wire Obsidian Links

After creating or updating journey files and updating source canvas frontmatter, re-wire all affected canvases to reflect the new journey membership:

# Re-wire all canvases and journeys to reflect updated source_canvases
bash scripts/observer/wire-obsidian-links.sh --canvases-journeys

# Verify consistency
bash scripts/observer/wire-obsidian-links.sh --canvases-journeys --verify

This ensures newly created journeys and their source canvases have bidirectional wiki-links. The --canvases-journeys mode is idempotent — safe to re-run.

Step 6: Update Laboratory State

Update grimoires/observer/state.yaml:

active:
  phase: synthesis

journeys:
  {journey-id}:
    status: draft
    created: {timestamp}
    source_canvases: [{users}]

queue:
  pending_synthesis: []  # Clear processed

Step 7: Report Output

✓ Synthesis complete

Journeys Created:
  - deposit-flow (HIGH confidence)
    Sources: papa-flavio, tchallason
    Steps: 4
    Gaps: 2

  - rewards-display (MEDIUM confidence)
    Sources: tchallason
    Steps: 3
    Gaps: 1

Low Confidence (Manual Review):
  - testuser canvas: 1 goal, no pattern match

Next Steps:
  - View journey: /shape --journey deposit-flow
  - Generate diagram: /diagram deposit-flow
  - Add more feedback: /observe @testuser "..."

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Journey Details Mode (--journey {id})

Display full journey details:

/shape --journey deposit-flow

Output:

┌─────────────────────────────────────────────────────────────────┐
│ JOURNEY: deposit-flow                                           │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  Status: draft                                                  │
│  Confidence: HIGH                                               │
│  Sources: papa-flavio, tchallason                              │
│                                                                 │
│  Steps:                                                         │
│  1. Open deposit modal (trigger: click deposit button)          │
│  2. Enter amount (action: input token amount)                   │
│  3. Approve token (action: wallet approval)                     │
│  4. Confirm deposit (action: execute deposit)                   │
│                                                                 │
│  Known Gaps: 2                                                  │
│  - Approval stuck on some wallets (Bug)                         │
│  - No loading indicator during tx (Feature)                     │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

Actions:
  - Generate diagram: /diagram deposit-flow
  - Generate test: /validate deposit-flow
  - Edit journey: Read grimoires/observer/journeys/deposit-flow.md

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Journey ID Generation

Journey IDs are generated from goal patterns:

• Lowercase, hyphenated
• Max 30 characters
• Unique within laboratory

Examples:

• "deposit tokens and stake" → deposit-stake-flow
• "view accumulated rewards" → rewards-display
• "plan burn timing" → burn-planning

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Pattern Matching Algorithm

Goal Similarity

Compare goals using semantic patterns:

1. Action verbs: deposit, withdraw, claim, stake, view
2. Object nouns: tokens, rewards, balance, position
3. Intent markers: planning, checking, tracking

Match Criteria:

• Same action verb OR
• Same object noun AND similar intent OR
• Explicit user-stated connection

Fragment Merging

When multiple canvases have journey fragments:

1. Align by trigger similarity
2. Merge actions into steps
3. Combine expected outcomes
4. Aggregate error states

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Validation

Before creating journey:

• [ ] At least 2 canvases match (or explicit manual trigger)
• [ ] Steps have clear triggers
• [ ] Success condition defined
• [ ] YAML frontmatter valid

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Error Handling

| Error | Resolution | |-------|------------| | No canvases found | Prompt to create with /observe | | No patterns detected | List canvases, suggest manual journey | | Journey ID collision | Append numeric suffix | | Canvas parse error | Report, skip canvas |

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Integration Points

• observing-users: Canvases as input
• diagramming-states: Journeys as input for diagram generation
• Laboratory state: Updates journey registry

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Related

• /observe - Create canvases from quotes
• /diagram - Generate diagrams from journeys
• /validate - Generate tests from diagrams