Docs: the skill file says what the trainer does now
iris instead of question_lint everywhere; the skill's procedure is plan, build, score: the opener and the look-around, mails and the sender, moves for the person, doors only when measured, the lift through a rebuild, the language and link guards, the descriptions score over the headings score, and the spread a change has to beat. README documents --llm-for. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
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Claude Fable 5.1
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@@ -12,7 +12,7 @@ produced is content, and every line of it is held to a verifier.
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```
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portal-trainer build --plan plans/contractor.yaml --out out/nordvik \
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--lint question_lint --llm "MODEL=nemotron-3.5-lightning:30b-a3b engines/ollama.sh"
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--lint iris --llm "MODEL=sonnet engines/claude.sh"
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```
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A `plan.yaml` is a needs spec that also says what each form collects
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@@ -30,7 +30,10 @@ result by construction; what it still checks is the budget.
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The model writes words only, one page at a time, into a JSON object
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whose shape is fixed. Its strings are merged over built-in fallbacks
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key by key, so a bad reply costs wording, never a working site.
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key by key, so a bad reply costs wording, never a working site. `--llm-for <path prefix>` points the model at some pages only
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(`aggregates.yaml` for the mails alone); a reply in the wrong language
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for the plan is refused, and a mail that lost the submitter's link
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gets it back.
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### Onboarding from the plan
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@@ -195,7 +198,7 @@ against the lint. It is kept for the record of what it measured.
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▼ phase 1 frozen after this phase: the generator
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needs.yaml ─────────────────────── may not weaken the spec to pass
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│
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▼ phase 2 ◄── question_lint findings, until it exits 0
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▼ phase 2 ◄── iris findings, until it exits 0
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aggregates.yaml + questions/** + desks
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│
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▼ phase 3 ◄── misroutes from a blind visitor model
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@@ -208,7 +211,7 @@ against the lint. It is kept for the record of what it measured.
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handles it, the states that count as finished, and the effort the
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visitor will tolerate.
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2. **Structure.** Pages, state machines and desks are generated, then
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revised against portal's `question_lint` until every need is met:
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revised against the lint, `iris check`, until every need is met:
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a path within budget, a desk held by the right group, every
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finished state reachable, no record stranding. The page-writing
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model sees the needs and never the personas.
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@@ -222,7 +225,7 @@ and `questions/**.yaml` inside the output directory.
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```
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portal-trainer generate --intake intakes/contractor.yaml --out out/nordvik \
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--lint /srv/app/<inst>/current/question_lint --llm engines/ollama.sh
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--lint iris --llm engines/ollama.sh
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portal-trainer answer --tasks tasks.jsonl --llm engines/ollama.sh > answers.jsonl
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```
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@@ -232,7 +235,7 @@ sees another visitor's situation, a heading's place on the page cannot
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carry the answer, and a rerun on the same site is the same experiment.
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The earlier runs under `runs/` answered all tasks in one prompt.
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The verifier is portal's `question_lint`, not code in this repo: it
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The verifier is uhhm/iris, not code in this repo: it
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reads portal's own content types and ships in every portal release, so
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a generated repo's CI keeps enforcing its needs after handover.
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+73
-67
@@ -1,6 +1,6 @@
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---
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name: portal-trainer
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description: Onboard a business onto portal - interview them, write their needs.yaml, then write the content repo (pages, aggregates.yaml, desks) until question_lint proves every need is met and an answering engine routes the personas right. Use when someone wants a new portal site, a new flow on an existing one, or asks why visitors pick the wrong alternative.
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description: Onboard a business onto portal - interview them, write a plan, build the content repo (pages, aggregates.yaml, desks, mails) with the words written by a model, and score it until iris proves every need is met and a blind visitor routes the personas right. Use when someone wants a new portal site, a new flow on an existing one, a rebuild of a live one, or asks why visitors pick the wrong alternative.
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---
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# Portal trainer
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@@ -8,66 +8,64 @@ description: Onboard a business onto portal - interview them, write their needs.
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You are onboarding a business onto [portal](https://project.uhhm.no/uhhm/portal):
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a site that is one question per page, a few alternatives per question,
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each alternative optionally a form whose answer is recorded into a
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bucket with a state machine, worked from a group-gated desk.
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bucket with a state machine, worked from a group-gated desk, with a
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mail to the person when their case moves.
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You have a verifier. Use it instead of your judgment wherever it can
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speak: `question_lint --path <repo>/questions` exits non-zero until
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the structure meets every need in `<repo>/needs.yaml`.
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speak: `iris check --path <repo>/questions` (uhhm/iris, the release
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matching the portal the site runs) exits non-zero until the structure
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meets every need in `<repo>/needs.yaml`.
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## The order of work
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The short path, when a business has filled in an intake: `plan`
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reads it into a `plan.yaml` (a model decides needs, stages, forms and
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budgets; a person reads the result), `build` turns the plan into every
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file of the site with no model deciding anything, and a model writes
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only the words. See the repo README. The steps below are the same
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procedure done by hand, and what to do when the numbers come back.
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1. **Interview, then write `needs.yaml` first.** Never pages first.
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Ask who comes to the business and what each of them wants, who in
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the business handles it, and what "handled" means - the states a
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case ends in. Ask what it costs the visitor to ask: how many
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submissions, how many required fields they will tolerate. That
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number is `max_fields`, and it comes from the person, never from
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counting the form you would like to write. If the business is in a
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sector under `sectors/`, start from that file and cut it down with
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them; do not start blank.
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2. **Write personas in the visitor's words, not the business's.** Two
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or three per need, including one who would not use the trade's own
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vocabulary. Never reuse a phrase you intend to put on a page - a
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persona that quotes the page tests nothing.
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3. **Run the lint. It fails. Read every line.** Each failure names
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what is missing: no path, a closed (`disabled`) path, a field budget
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blown, no desk held by the handling group, a finished state no desk
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move reaches, a state records strand in.
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4. **Write the least content that turns it green**: `aggregates.yaml`
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(one aggregate per bucket, states the business named, only the
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transitions they described), the visitor pages, one followup page
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per recording alternative saying what happens next, and one desk
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page per handling group with exactly the moves the state machine
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allows. Mark a need `planned: true` only when the business says
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"later" - it keeps warning.
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5. **Then word it.** `question_lint ... --needs-tasks tasks.jsonl`,
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and again with `--skim` (headings only - most visitors read nothing
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else). Give the tasks to an answering engine that never sees
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`expect`; grade with `--needs-score answers.jsonl`.
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- A **misroute** is a wording defect. Fix the heading before the
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description: a heading that needs its description has failed.
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- Two alternatives a persona confuses are usually one distinction
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the business makes and the visitor does not. Name the visitor's
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side of it.
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- **Hesitant** (right, under 0.6) means it works and is still a coin
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flip. Same treatment.
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- Change the page, never the persona, to make a score go up.
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6. **Keep the run.** Copy tasks, answers and the score into
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`runs/<business>-<date>/` with a line on which engine answered.
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Runs are the record of which wording worked, per sector.
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1. **Interview, then write the plan.** Never pages first. `plan`
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reads a filled-in intake into `plan.yaml` (a model decides needs,
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stages, forms and budgets; a person reads the result before
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anything is built). By hand, the same questions: who comes to the
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business and what each of them wants, who inside handles it, what
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"handled" means (the states a case ends in), what it costs the
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visitor to ask (`max_fields`, from the person, never from counting
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the form you would like). Start from a `sectors/` file when there
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is one.
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2. **Say what the plan can say.** `does:` (one or two features, one
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role each, the front door's opener that asks for nothing);
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`shows:` (things to look at before asking); `doors:` only when the
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offers are more than a page holds - measure it, a flat page with
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ten offers scored worse than four doors; `mails:` per need (who
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hears when a case enters a stage) with `mail: { from }` on the
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plan; `moves_by: submitter` so the person has something to play
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after sending; `invites_by` for onboarding; `events:` when
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rebuilding a live site, so its records keep replaying.
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3. **Write personas in the visitor's words, not the business's.** Two
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or three per need, one who would not use the trade's vocabulary.
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Never reuse a phrase you intend to put on a page. They are held
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out from every model that writes words.
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4. **Build.** `build --plan ... --lint iris` derives every file with
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no model deciding structure; `--llm` lets a model write the words,
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`--llm-for <path prefix>` only some of them (the mails alone);
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`--words-from <live repo>` keeps a live site's hand-edited words
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through a rebuild, following each card across pages; `--words
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<json>` overrides slots. The builder refuses a reply in the wrong
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language and puts back a submitter's link a model dropped.
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5. **Score.** `iris check --needs-tasks` then `answer`, then
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`--needs-score`, with and without descriptions; `rate --repo` for
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readability and the four understanding questions, mails included.
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A card with no button is context, never a choice. Trust the
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descriptions score; the headings-only score swings by a third
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between seeds. Before believing a change, `runs/spread.sh` it over
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three seeds and require it to beat the spread. A change that does
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not is rejected and kept as a run.
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- A **misroute** is a wording defect until the same one survives
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every rewording; then it is a seam in the plan.
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- Change the page or the plan, never the persona.
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6. **Keep the run.** `runs/<business>-<date>/` with the words as used
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(`words.json`), tasks, answers, scores per seed, and a README with
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what moved and why. Runs are the record of what worked.
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## What a page is
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Full reference: portal's `README.md` and
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`docs/design/filesystem-routes.md`; a live example is
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`uhhm/questions`. The file tree under `questions/` is the router
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Full reference: portal's `README.md`; a live example is
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`uhhm/questions`. The tree under `questions/` is the router
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(`index.yaml` is `/`, `_section.yaml` applies `qualifies` to a
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directory, nested non-index files are followups).
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@@ -76,6 +74,9 @@ directory, nested non-index files are followups).
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name: What brings you here? # the question - always a question
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responsible: { name: ..., contact: ... }
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alternatives:
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- name: What we do # the opener: features, no button
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features:
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- { name: <a role's win>, description: <what we do for them> }
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- name: <heading the visitor picks> # graded alone under --skim
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description: <one or two sentences>
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action: /received # where the submission lands them
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@@ -86,7 +87,6 @@ alternatives:
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requirements:
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- { name: email, label: Email, type: email }
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- { name: problem, label: What's wrong, type: textarea }
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- { name: address, label: Address, optional: true }
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```
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```yaml
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@@ -95,15 +95,20 @@ aggregates:
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- bucket: leads
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initial: open
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states:
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open: { event: received }
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open: { event: received, mail: { to: submitter, subject: "We have it", body: "..." } }
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quoted: { event: quoted }
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won: { event: won }
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won: { event: won, mail: { to: submitter, subject: "...", body: "..." } }
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lost: { event: lost }
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transitions:
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open: [quoted, lost]
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quoted: [won, lost]
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```
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```yaml
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# site.yaml
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mail: { from: "Nordvik <post@nordvik.example>", reply_to: ola@nordvik.example }
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```
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```yaml
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# questions/desk/_section.yaml
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qualifies: project_managers
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@@ -120,26 +125,27 @@ alternatives:
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requires_group: project_managers
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transitions:
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- { to: quoted, label: Quote sent } # from defaults to open
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- { to: lost, label: Not for us }
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- { from: quoted, to: won, label: Won }
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- { from: quoted, to: lost, label: Lost }
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```
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## House rules for the copy
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- The page name is a question the visitor could ask themselves.
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- The front door opens modestly: what the business does for one or
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two roles, then what there is to look at, then the offers. No
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second tier.
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- Headings say what the visitor gets, in the visitor's words. Lead
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with what a thing enables; never define it by what it isn't.
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- Every required field must be one the business will actually use to
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answer. If they can't say what they do with it, it's optional or
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gone.
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- Every required field must be one the business will use to answer.
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- A followup page says who reads it, when they answer, and what the
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visitor can do meanwhile.
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visitor can do meanwhile. A mail says what happened and, where the
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person has a move, the link to make it.
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- Code in English; the site in the business's language.
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## Engines
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Any engine that reads a task's `state` and `questions` and returns
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`{"id","choice","confidence"}` per line works. Compare at least two
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before trusting a score, and re-run the same engine before trusting a
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change: one run of eight tasks is an anecdote. See the repo README for
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what has been measured about each.
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Any engine that reads a task's `state` (`body` is the persona,
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`page` what the page says before its options) and `questions` and
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returns `{"id","choice","confidence"}` per line works. The visitor
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and the writer must be different models. See the repo README for what
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has been measured about each, and for the noise floor.
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