feat(research): read source-bound case studies inside benchmark child Goals

apps/presentation/dashboard/smoke/research-analysis-read-smoke.mjs

@@ -9,6 +9,33 @@ import {createElement} from "react";
 import {renderToStaticMarkup} from "react-dom/server";
 import {resolveTestPython} from "../../../../scripts/test-python.mjs";
 import {readAnalysisSnapshot, ResearchAnalysisPanel} from "../src/features/personal-workspace/goal-research-analysis.tsx";
+import {ResearchCaseStudy} from "../src/features/personal-workspace/research-case-study.tsx";
+import {ResearchGoalNavigation} from "../src/features/personal-workspace/goal-research-workbench.tsx";
+
+// A case belongs to a source-scoped child Goal. Parent navigation must never
+// combine private-source siblings or turn organization into execution.
+const caseFixture = JSON.parse(await readFile(resolve('src/data/fixtures/case-study-child.json'), 'utf8'));
+const study = caseFixture.analyses[0].case_study;
+const renderedStudy = renderToStaticMarkup(createElement(ResearchCaseStudy, {
+  study, zh: false, historical: true, scope: caseFixture.analyses[0].input.scope, onCitation: () => {throw Error('read executed a citation');},
+}));
+assert.ok(renderedStudy.includes(study.title));
+assert.ok(renderedStudy.includes('Showing the saved Chinese original.'));
+assert.ok(renderedStudy.includes('not current results'));
+assert.ok(renderedStudy.includes('unknown'), 'Missing values do not become zero');
+for (const section of study.sections) assert.ok(renderedStudy.includes(section.title));
+const goals = [
+  {goalId:'parent',title:'Benchmark'},
+  {goalId:'child',parentGoalId:'parent',title:'Local case'},
+  {goalId:'foreign',parentGoalId:'parent',title:'Foreign case',sourceAccess:{namespace:'other',label:'Other',readOnly:true}},
+];
+const navigate = goalId => renderToStaticMarkup(createElement(ResearchGoalNavigation, {
+  goalId, goals, zh:false, onSelect: () => {throw Error('read navigated');},
+}));
+assert.ok(navigate('parent').includes('Local case'));
+assert.ok(!navigate('parent').includes('Foreign case'));
+assert.ok(navigate('child').includes('Benchmark'));
+assert.equal(navigate('foreign'), '', 'An absent same-source parent is not a navigation grant');
 
 // A language-specific cache miss must not hide the same registered pack's
 // older, unspecified-language result or turn a read into model execution.

apps/presentation/dashboard/src/data/fixtures/case-study-child.json

@@ -0,0 +1,165 @@
+{
+  "goal_id": "synthetic-case-search",
+  "parent_goal_id": "synthetic-benchmark",
+  "display_name": "Search · Case 研究",
+  "events": [],
+  "analyses": [
+    {
+      "title": "初版解读",
+      "input": {
+        "schema_version": "trajectory_assessment_input_v1",
+        "scope": {
+          "goal_id": "synthetic-solver",
+          "case_id": "Search",
+          "run_id": "synthetic-run",
+          "revision": "fixed-synthetic-evidence",
+          "window": "Three synthetic observations"
+        },
+        "objective": "Compare valid error measurements without inventing retention or causality.",
+        "selection": {
+          "rule": "Complete synthetic illustration",
+          "population_episodes": 1,
+          "exhaustive": true
+        },
+        "sources": [
+          {
+            "id": "facts",
+            "artifact": "facts.txt",
+            "artifact_sha256": "2dec56af0cdca4e603227b1a42b56d15c2ccec3ad4973bd2b34d2d94122aeb91",
+            "first_line": 1,
+            "text": "Synthetic candidate A measured error 7 points.\nSynthetic candidate B was invalid and has no score.\nSynthetic candidate C measured error 3 points.\nRetention and matched treatment controls were not captured."
+          }
+        ],
+        "episodes": [
+          {
+            "id": "search",
+            "question": "What changed and what is still unknown?",
+            "source_ids": [
+              "facts"
+            ],
+            "eligible_metrics": [
+              "benefit_test"
+            ]
+          }
+        ]
+      },
+      "artifacts": {
+        "facts.txt": "Synthetic candidate A measured error 7 points.\nSynthetic candidate B was invalid and has no score.\nSynthetic candidate C measured error 3 points.\nRetention and matched treatment controls were not captured."
+      },
+      "case_study": {
+        "title": "搜索示例：误差下降了，是否真正采用仍未知",
+        "language": "zh",
+        "summary": "合成观测中，后续候选把误差从 **7 分降至 3 分**，中间还有一次无效候选。这个变化值得研究，但不能直接称作最终交付，更不能当成 LoopX 的因果收益。\n\n理解本案需要分开三个问题：怎样算更好，测到了什么，以及改善是否真的留在最终成果里。下面按这个顺序解释，原始事实可在每一节查阅。",
+        "citations": [
+          {
+            "source_id": "facts",
+            "first_line": 1,
+            "last_line": 4
+          }
+        ],
+        "sections": [
+          {
+            "id": "problem",
+            "title": "先理解题目：什么才算一次有效改善",
+            "text": "本例用误差衡量候选结果与目标的距离，因此数值越低越好。有效性先于数值比较：一次未通过有效性检查的尝试没有可比较的分数，不能把它补成零。\n\n**本页全部数据都是合成的展示样本。** 它用于验证负例、未知状态和证据阅读，不代表真实 benchmark 的结果。后面的最佳值也只描述这个固定窗口，不代表窗口外的历史。",
+            "citations": [
+              {
+                "source_id": "facts",
+                "first_line": 1,
+                "last_line": 4
+              }
+            ],
+            "table": {
+              "columns": [
+                "概念",
+                "怎样理解",
+                "本例中可说什么"
+              ],
+              "rows": [
+                [
+                  "误差",
+                  "偏离目标的程度；更低更好",
+                  "候选 C 的 3 分低于 A 的 7 分"
+                ],
+                [
+                  "无效结果",
+                  "没有通过资格检查",
+                  "候选 B 没有分数，不能当作零"
+                ],
+                [
+                  "最终采用",
+                  "改善被保留在实际成果中",
+                  "未捕获保留证据，仍未知"
+                ]
+              ]
+            }
+          },
+          {
+            "id": "trajectory",
+            "title": "过程与结果：看到进展，也保留空白",
+            "text": "只看第一轮和最后一轮，会漏掉中间的无效尝试。把三次观测放回顺序中，可以确认后续出现了更低误差，但看不出它为何出现。\n\n这里不连接缺失点，也不从提交序号推导时间成本。没有耗时记录，就不能把一次更好的结果进一步解释成效率提高。",
+            "citations": [
+              {
+                "source_id": "facts",
+                "first_line": 1,
+                "last_line": 3
+              }
+            ],
+            "series": {
+              "label": "固定窗口内的观测",
+              "unit": "误差分 · 更低更好",
+              "points": [
+                {
+                  "label": "候选 A",
+                  "value": 7
+                },
+                {
+                  "label": "候选 B",
+                  "value": null
+                },
+                {
+                  "label": "候选 C",
+                  "value": 3
+                }
+              ]
+            },
+            "timeline": [
+              {
+                "label": "第一次",
+                "title": "有了可比较的起点",
+                "text": "候选 A 的误差为 7 分。"
+              },
+              {
+                "label": "第二次",
+                "title": "一次失败不能从故事中消失",
+                "text": "候选 B 无效，没有分数。失败仍是过程的一部分。"
+              },
+              {
+                "label": "第三次",
+                "title": "更低误差出现，但保留未明",
+                "text": "候选 C 的误差为 3 分；最终采用仍需另一份证据。"
+              }
+            ]
+          },
+          {
+            "id": "limits",
+            "title": "关于系统强弱，证据支持到哪一步",
+            "text": "这条记录支持“窗口内出现过更好的有效候选”。它还不能回答是哪种机制促成改善：模型本身、额外搜索、工具反馈或结构化状态，都可能影响结果。\n\n如果没有相同条件下的对照，便无法把全部变化归于某一个系统。类似地，没有最终成果的保留记录，也无法把最佳观测值称为交付值。\n\n这些信息共同界定了判断的范围：**有进展的观测，有无效尝试，也有尚未回答的问题。**",
+            "citations": [
+              {
+                "source_id": "facts",
+                "first_line": 4,
+                "last_line": 4
+              }
+            ]
+          }
+        ],
+        "limitations": [
+          "本页是合成示例；不作为科研结论或产品效果证据。",
+          "未记录保留状态、耗时或匹配对照，不能补造这些事实。"
+        ]
+      },
+      "outputs": {}
+    }
+  ]
+}

apps/presentation/dashboard/src/data/fixtures/case-study-empty-child.json

@@ -0,0 +1,6 @@
+{
+  "goal_id": "synthetic-case-unread",
+  "parent_goal_id": "synthetic-benchmark",
+  "display_name": "另一 Case · 尚无解读",
+  "events": []
+}

apps/presentation/dashboard/src/data/fixtures/case-study-parent.json

@@ -0,0 +1,5 @@
+{
+  "goal_id": "synthetic-benchmark",
+  "display_name": "Benchmark · 研究示例",
+  "events": []
+}

apps/presentation/dashboard/src/features/personal-workspace/goal-research-analysis.tsx

@@ -7,6 +7,8 @@ import {requestJson} from "../../data/chat";
 import {sourceReadApiUrl} from "../../data/local-status-query";
 import {ContextHelp} from "./context-help";
 import {ResearchSynthesis} from "./goal-research-synthesis";
+import {ResearchCaseStudy} from "./research-case-study";
+import type {TrajectoryCaseStudy} from "../../../../../../loopx/control_plane/capabilities/trajectory_case_study.js";
 import "./goal-research-analysis.css";
 
 // Transport views of the existing toolkit producer, not an assessment, score,
@@ -16,6 +18,8 @@ type Job = {status: string; attempt?: number; analysis_wall_seconds?: number | n
   config?: {model: string; effort: string; service_tier: string}; served_service_tier?: string | null;
   usage?: {input_tokens?: number; output_tokens?: number; reasoning_output_tokens?: number} | null};
 type Pack = ResearchProgressPack & {source_count: number; analysis_key: string; method_version: string;
+  case_study?: TrajectoryCaseStudy;
+  case_study_summary?: {title: string; language: TrajectoryOutputLanguage};
   display_request?: {schema_version: 'research_display_v1'; snapshot_key: string; source_id: string; source_namespace: string; eligible: number};
   result_attempt?: number;
   result_job?: Job;
@@ -346,6 +350,26 @@ export function ResearchReportSummary({analysis: a}: {analysis: Controller}) {
     onExpand={origin => {a.trigger.current = origin; a.show();}} onCitation={a.readCitation}/></div> : null;
 }
 
+export function ResearchCaseReading({analysis: a, onHistory}: {analysis: Controller; onHistory: () => void}) {
+  const packs = (a.snapshot?.catalog.packs ?? []).filter(p => p.case_study_summary);
+  const p = a.pack;
+  const firstStudy = packs[0]?.pack_id;
+  useEffect(() => {
+    if (!a.loading && !a.readError && p && !p.case_study && firstStudy) a.select(firstStudy);
+  }, [a.loading, a.readError, p?.pack_id, Boolean(p?.case_study), firstStudy]);
+  return <section className="research-case-reader" aria-label={a.zh ? "Case 深度解读" : "Case studies"}>
+    <header className="case-reader-toolbar"><label>{a.zh ? "解读版本" : "Study version"}
+      <select aria-label={a.zh ? "选择解读版本" : "Select study version"} value={p?.case_study ? p.pack_id : ""} onChange={e => a.select(e.target.value)}>
+        {!p?.case_study ? <option value="">{a.zh ? "选择已保存的解读" : "Choose a saved study"}</option> : null}
+        {packs.map(pack => <option key={pack.pack_id} value={pack.pack_id}>{pack.title}</option>)}
+      </select></label><button type="button" onClick={onHistory}>{a.zh ? "研究记录与分析" : "Research records and analysis"} ↗</button></header>
+    <AnalysisReadState analysis={a}/>
+    {p?.case_study ? <ResearchCaseStudy key={p.pack_id} study={p.case_study} zh={a.zh} historical={p.applicability !== "current"}
+      scope={p.scope} onCitation={a.readCitation}/> : !a.loading && !a.readError ? <p>{a.zh ? "选择一份解读，阅读问题背景、策略差异、关键转折与证据。" : "Choose a study to read its background, approaches, turning points and evidence."}</p> : null}
+    <ResearchCitationPanel analysis={a}/>
+  </section>;
+}
+
 function CitedToolText({text, zh}: {text: string; zh: boolean}) {
   // Decode only the saved direct shell-result envelope, never recursively
   // reinterpret arbitrary JSON or infer successful work from its text.

apps/presentation/dashboard/src/features/personal-workspace/goal-research-history.tsx

@@ -4,7 +4,7 @@ import {AlertCircle, ArrowLeft, ArrowRight, Circle, CircleHelp, FlaskConical, Gi
 import {Fragment, useEffect, useId, useLayoutEffect, useMemo, useRef, useState} from "react";
 import {defaultParseSearch} from "@tanstack/react-router";
 import {ResearchRecordSearch} from "./research-record-browser";
-import {ResearchAnalysisButton, ResearchAnalysisPanel, ResearchAnalysisStatus, ResearchCitationPanel, ResearchProgressSummary, ResearchReportSummary, useResearchAnalysis} from "./goal-research-analysis";
+import {ResearchAnalysisButton, ResearchAnalysisPanel, ResearchAnalysisStatus, ResearchCitationPanel, ResearchProgressSummary, ResearchReportSummary, ResearchCaseReading, useResearchAnalysis} from "./goal-research-analysis";
 import {buildExploreTimeline, parseExploreFindingSections, type TimelineFinding} from "../../../../../../loopx/control_plane/presentation/explore_timeline.js";
 import {GoalResearchTimeline} from "./goal-research-timeline";
 import {requestJson} from "../../data/chat";
@@ -54,6 +54,22 @@ const viewFromUrl = (goal: string) => {
  * a judge. All recorded updates survive; unsupported analysis stays unavailable. */
 export function GoalResearchHistory({goalId, active, zh, refreshRevision = 0, readSourceUrl}: {goalId: string; active: boolean; zh: boolean; refreshRevision?: number; readSourceUrl?: string}) {
   const analysis = useResearchAnalysis(goalId, active, zh, readSourceUrl);
+  const readCaseMode = () => {
+    const query = new URLSearchParams(window.location.search);
+    return query.get("research_goal") !== goalId || query.get("research_reading") !== "history";
+  };
+  const [caseReading, setCaseReading] = useState(readCaseMode);
+  useEffect(() => {
+    const changed = () => setCaseReading(readCaseMode());
+    changed(); window.addEventListener("popstate", changed);
+    return () => window.removeEventListener("popstate", changed);
+  }, [goalId, readSourceUrl]);
+  const setCaseMode = (reading: boolean) => {
+    const url = new URL(window.location.href);
+    url.searchParams.set("research_goal", goalId);
+    url.searchParams.set("research_reading", reading ? "case" : "history");
+    window.history.pushState({}, "", url); setCaseReading(reading);
+  };
   const [read, setRead] = useState<Read>({events: [], total: null, complete: false});
   const [originalDisplay, setOriginalDisplay] = useState(false);
   const [displayIdentity, setDisplayIdentity] = useState<{events: ExploreHistoryEvent[]; namespace: string; key: string} | null>(null);
@@ -449,7 +465,10 @@ export function GoalResearchHistory({goalId, active, zh, refreshRevision = 0, re
   const emptyHistory = !busy && !readFailure && read.total === 0;
   const emptyWithAnalysis = emptyHistory && Boolean(analysis.pack?.result || analysis.pack?.native_outcomes);
   const emptyHistoryMessage = zh ? "这个 Goal 尚无研究历程" : "No research history for this Goal yet";
+  const hasCases = (analysis.snapshot?.catalog.packs ?? []).some(p => p.case_study_summary);
+  if (hasCases && caseReading) return <ResearchCaseReading analysis={analysis} onHistory={() => setCaseMode(false)}/>;
   return <section className="research-history" aria-label={copy.title} aria-busy={busy}>
+    {hasCases ? <button type="button" className="case-return-reader" onClick={() => setCaseMode(true)}>{zh ? "← Case 深度解读" : "← Case studies"}</button> : null}
     {progressiveOverview ? <>
       <nav className="research-reading-order" aria-label={zh ? "研究阅读" : "Research reading"}>
         <button type="button" onClick={() => jump(reportAnchor.current)}>{zh ? "汇报" : "Report"}</button><span aria-hidden>→</span>

apps/presentation/dashboard/src/features/personal-workspace/goal-research-workbench.tsx

@@ -1,11 +1,34 @@
 import {useState} from "react";
 import {GoalResearchHistory} from "./goal-research-history";
 import {GoalExploreResults} from "./goal-explore-results";
+import {goalHierarchy} from "./goal-hierarchy";
+import type {WorkspaceGoal} from "./personal-workspace-model";
+import './research-case-study.css';
+
+type ResearchGoal = Pick<WorkspaceGoal, 'goalId' | 'parentGoalId' | 'title' | 'sourceAccess'>;
+
+/** Parentage organizes research within a source; it never combines evidence or execution scope. */
+export function ResearchGoalNavigation({goalId, goals, zh, onSelect}: {
+  goalId: string; goals: ResearchGoal[]; zh: boolean; onSelect: (goalId: string) => void;
+}) {
+  const selected = goals.find(g => g.goalId === goalId);
+  if (!selected) return null;
+  const tree = goalHierarchy(goals.filter(g => g.sourceAccess?.namespace === selected.sourceAccess?.namespace));
+  const parentId = tree.parents.get(goalId), parent = parentId ? tree.byId.get(parentId) : undefined;
+  const children = tree.children.get(goalId) ?? [];
+  if (!parent && !children.length) return null;
+  return <nav className="research-goal-navigation" aria-label={zh ? '研究 Goal 层级' : 'Research Goal hierarchy'}>
+    {parent ? <button type="button" className="research-parent-goal" onClick={() => onSelect(parent.goalId)}>← {parent.title}</button> : null}
+    {children.length ? <><h2>{zh ? '子 Goal 研究' : 'Research in child Goals'}</h2>
+      <div className="research-child-goals">{children.map(child => <button type="button" key={child.goalId} onClick={() => onSelect(child.goalId)}>{child.title}<span aria-hidden="true">↗</span></button>)}</div></> : null}
+  </nav>;
+}
 
 /** One read surface for the selected original Goal; opening it never starts research. */
-export function GoalResearchWorkbench(props: {goalId: string; active: boolean; zh: boolean; refreshRevision: number; readSourceUrl?: string}) {
+export function GoalResearchWorkbench(props: {goalId: string; active: boolean; zh: boolean; refreshRevision: number; readSourceUrl?: string; goals?: ResearchGoal[]; onSelectGoal?: (goalId: string) => void}) {
   const [evidenceOpen, setEvidenceOpen] = useState(false);
   return <div className="goal-research-workbench">
+    {props.goals && props.onSelectGoal ? <ResearchGoalNavigation goalId={props.goalId} goals={props.goals} zh={props.zh} onSelect={props.onSelectGoal}/> : null}
     <GoalResearchHistory {...props}/>
     <details className="research-saved-evidence" open={evidenceOpen} onToggle={event => setEvidenceOpen(event.currentTarget.open)}>
       <summary>{props.zh ? "阅读已保存的结论" : "Read saved findings"}</summary>