---
phase: 04-cross-domain-insights-engine
verified: 2026-02-26T22:00:00Z
status: passed
score: 11/11 must-haves verified
gaps:
  - truth: "Navigating to /insights shows the overview landing page with domain summary cards"
    status: resolved
    reason: "Overview tab summary cards for Taste-Identity and Cross-Domain Patterns display 'Not yet generated' even when data exists. The API returns { themes, generatedAt, model } without an 'available: true' field, but the Overview OverviewTab checks themesData?.available and narrativeData?.available — both are undefined (falsy) when data IS present. Only the Genome-Health card works correctly because getGenomeHealthCorrelations() explicitly returns { available: true }."
    artifacts:
      - path: "client/src/pages/Insights.jsx"
        issue: "Lines 85-91: const themesAvailable = themesData?.available and const narrativeAvailable = narrativeData?.available are always falsy when themes/narrative exist, because the cached response objects have no 'available' field. Stat text and topInsight fall through to the empty-state branches."
      - path: "server/services/insightsService.js"
        issue: "getThemeAnalysis() (line 304) and getCrossDomainNarrative() (line 386) return raw cached objects without an 'available: true' property. The empty-state branch returns { available: false } but the success branch returns the raw file contents."
    missing:
      - "Either add 'available: true' to the cached objects returned by getThemeAnalysis() and getCrossDomainNarrative(), OR change the OverviewTab checks to use a presence test (e.g., themesData?.themes?.length > 0) instead of themesData?.available"
human_verification:
  - test: "Navigate to /insights/genome-health with genome data uploaded. Verify markers grouped by clinical category with collapsible category sections, confidence badges, matched blood values (or 'No blood test on record' link), and collapsed provenance panels."
    expected: "Category sections are visible and collapsible. Each marker card shows confidence badge color-coded: green for beneficial, yellow for typical, red for concern/major_concern. ProvenancePanel expands on click."
    why_human: "Requires genome data to be uploaded; cannot verify dynamic UI rendering programmatically."
  - test: "Navigate to /insights/taste-identity. Click 'Generate Themes'. Verify theme cards appear after LLM response with title, narrative, and collapsible evidence list. Then navigate to /insights/overview and verify the Taste-Identity summary card shows the first theme title and theme count."
    expected: "After fix: Overview card shows '{N} themes identified' and first theme title. Tab shows theme cards in 2-column grid. Evidence list is collapsible."
    why_human: "Requires LLM provider active; the Overview card bug (gap above) needs fix first."
  - test: "Navigate to /insights/cross-domain. Click 'Generate Narrative'. Click 'Refresh' a second time. Verify 'Show changes' button appears and diff view highlights additions/removals between old and new narrative."
    expected: "ReactDiffViewer renders with dark theme, split=false, port-* color overrides. Previous analysis date shown above diff."
    why_human: "Requires two LLM generations and real text comparison to validate diff rendering."
---

# Phase 4: Cross-Domain Insights Engine Verification Report

**Phase Goal:** PortOS surfaces actionable cross-domain patterns by correlating genome markers with health data and taste preferences with identity themes
**Verified:** 2026-02-26
**Status:** gaps_found
**Re-verification:** No — initial verification

## Goal Achievement

### Observable Truths

| #   | Truth | Status | Evidence |
| --- | ----- | ------ | -------- |
| 1   | GET /api/insights/genome-health returns genome markers grouped by clinical category with matched blood test values and confidence levels | VERIFIED | insightsService.js exports getGenomeHealthCorrelations() (line 191). Groups by MARKER_CATEGORIES, matches via CATEGORY_BLOOD_MAP, applies CONFIDENCE_FROM_STATUS. Returns { available: true, categories, totalMarkers, matchedMarkers, sources }. Route wired at insights.js line 20. |
| 2   | GET /api/insights/themes returns cached LLM-generated taste-identity themes or triggers generation | VERIFIED | getThemeAnalysis() (line 299) reads themes.json, returns { available: false, reason: 'not_generated' } if absent, else returns cached object. Route at insights.js line 25. |
| 3   | POST /api/insights/themes/refresh regenerates theme analysis from current taste profile data | VERIFIED | generateThemeAnalysis() (line 314) fetches taste profile, builds LLM prompt, parses response, persists to data/insights/themes.json. Route POST /themes/refresh at insights.js line 32 with insightRefreshSchema validation. |
| 4   | GET /api/insights/narrative returns cached cross-domain narrative with previous text for diff | VERIFIED | getCrossDomainNarrative() (line 381) reads narrative.json. Returns { available: false } if absent, else returns { text, previousText, generatedAt, previousGeneratedAt, model }. Route at insights.js line 39. |
| 5   | POST /api/insights/narrative/refresh generates new narrative preserving previous text | VERIFIED | refreshCrossDomainNarrative() (line 397) preserves previousText and previousGeneratedAt from existing cache before overwriting. Route POST /narrative/refresh at insights.js line 45. |
| 6   | All endpoints degrade gracefully when source data is missing | VERIFIED | All service functions return { available: false, reason } rather than throwing. genome: 'no_genome', themes: 'not_generated', narrative: 'not_generated', LLM unavailable: 'no_provider', no taste data: 'no_taste_data'. |
| 7   | Navigating to /insights shows the overview landing page with domain summary cards | PARTIAL | Route exists (App.jsx line 71-72). OverviewTab renders 3 clickable cards. Genome card works. Taste-Identity and Cross-Domain cards use themesData?.available / narrativeData?.available — these are undefined (not false) when data exists, causing cards to always show empty-state text even when themes/narrative are generated. See gap below. |
| 8   | /insights/genome-health displays genome markers grouped by clinical category with confidence badges | VERIFIED | GenomeHealthTab.jsx fetches getGenomeHealthCorrelations() on mount, renders CategorySection for each category with expand/collapse, MarkerCard per marker with ConfidenceBadge and ProvenancePanel. |
| 9   | /insights/taste-identity displays LLM-generated theme cards with evidence lists and refresh button | VERIFIED | TasteIdentityTab.jsx (177 lines) fetches getInsightThemes(), handles both empty states (not_generated, no_taste_data), renders ThemeCard with EvidenceList (collapsible). Refresh button calls refreshInsightThemes(). |
| 10  | /insights/cross-domain displays narrative text with refresh button and diff view showing changes | VERIFIED | CrossDomainTab.jsx (178 lines) uses ReactDiffViewer from react-diff-viewer-continued. hasPrevious checks data.previousText !== data.text (trimmed). Show/hide diff toggle present. |
| 11  | Insights nav entry appears in the sidebar in correct alphabetical position | VERIFIED | Layout.jsx line 129: { to: '/insights/overview', label: 'Insights', icon: Lightbulb, single: true }. Positioned before Instances (line 130) and before MeatSpace (line 131). Alphabetically correct: "Insights" < "Instances" < "MeatSpace". /insights added to isFullWidth check (line 531). |

**Score:** 10/11 truths verified (1 partial — Overview tab cards for themes and narrative show incorrect empty state when data exists)

### Required Artifacts

| Artifact | Min Lines | Actual Lines | Status | Details |
| -------- | --------- | ------------ | ------ | ------- |
| `server/services/insightsService.js` | — | 480 | VERIFIED | 5 exported functions: getGenomeHealthCorrelations, getThemeAnalysis, generateThemeAnalysis, getCrossDomainNarrative, refreshCrossDomainNarrative |
| `server/routes/insights.js` | — | 51 | VERIFIED | 5 routes, all asyncHandler-wrapped, POST routes use validateRequest(insightRefreshSchema) |
| `client/src/services/api.js` | — | — | VERIFIED | Lines 1400-1411: // Insights section with 5 exported functions confirmed |
| `client/src/pages/Insights.jsx` | 80 | 244 | VERIFIED | 4-tab page with TABS config, VALID_TAB_IDS Set, OverviewTab inline, useParams routing |
| `client/src/components/insights/GenomeHealthTab.jsx` | 80 | 195 | VERIFIED | CategorySection + MarkerCard + SkeletonCard, fetches on mount, empty state wired |
| `client/src/components/insights/TasteIdentityTab.jsx` | 60 | 177 | VERIFIED | EvidenceList collapsible, ThemeCard with ConfidenceBadge, refresh handler, dual empty states |
| `client/src/components/insights/CrossDomainTab.jsx` | 60 | 178 | VERIFIED | ReactDiffViewer integrated, hasPrevious check, show/hide diff toggle, loading skeleton |
| `client/src/components/insights/InsightCard.jsx` | 20 | 30 | VERIFIED | Shared card shell with title, subtitle, badge, sources, children |
| `client/src/components/insights/ConfidenceBadge.jsx` | 15 | 22 | VERIFIED | 5 levels: strong (green), moderate (yellow), weak (red), significant (deeper red), unknown (gray) |
| `client/src/components/insights/ProvenancePanel.jsx` | — | 36 | VERIFIED | Collapsed by default, ChevronDown/Right toggle, renders ref name, year, source badge |
| `client/src/components/insights/EmptyState.jsx` | — | 19 | VERIFIED | Info icon, message, optional NavLink button |

### Key Link Verification

| From | To | Via | Status | Details |
| ---- | -- | --- | ------ | ------- |
| server/routes/insights.js | server/services/insightsService.js | import * as insightsService | WIRED | Line 15: `import * as insightsService from '../services/insightsService.js'`. Used at lines 21, 27, 33, 40, 46. |
| server/index.js | server/routes/insights.js | app.use('/api/insights') | WIRED | Line 42: import insightsRoutes. Line 224: app.use('/api/insights', insightsRoutes). |
| server/services/insightsService.js | server/services/genome.js | getGenomeSummary() | WIRED | Line 17: import { getGenomeSummary }. Called at line 192 inside getGenomeHealthCorrelations(). |
| server/services/insightsService.js | server/services/meatspaceHealth.js | getBloodTests() | WIRED | Line 18: import { getBloodTests }. Called at line 206. |
| server/services/insightsService.js | server/services/taste-questionnaire.js | getTasteProfile() | WIRED | Line 20: import { getTasteProfile }. Called at line 315 inside generateThemeAnalysis(). |
| client/src/pages/Insights.jsx | /api/insights/* | api.js client functions | WIRED | Lines 5-8: imports getGenomeHealthCorrelations, getInsightThemes, getInsightNarrative. All 3 called inside OverviewTab useEffect (lines 54-64). |
| client/src/App.jsx | client/src/pages/Insights.jsx | Route path='insights/:tab' | WIRED | Line 19: import Insights. Lines 71-72: Route path="insights" redirect + Route path="insights/:tab". |
| client/src/components/Layout.jsx | /insights/overview | nav entry with Lightbulb icon | WIRED | Line 51: Lightbulb imported. Line 129: { to: '/insights/overview', label: 'Insights', icon: Lightbulb, single: true }. |

### Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
| ----------- | ----------- | ----------- | ------ | -------- |
| INS-01 | 04-01-PLAN.md, 04-02-PLAN.md | Rule-based genome-to-health correlations using curated 117 markers against actual blood/body data | SATISFIED | getGenomeHealthCorrelations() implements CATEGORY_BLOOD_MAP for 6 categories, CONFIDENCE_FROM_STATUS per marker status, groups by MARKER_CATEGORIES (117 markers). GenomeHealthTab.jsx renders with provenance citations via ProvenancePanel. |
| INS-02 | 04-01-PLAN.md, 04-02-PLAN.md | LLM-generated taste-to-identity theme analysis connecting preferences to identity patterns | SATISFIED | generateThemeAnalysis() builds analytical third-person prompt from taste profile sections, persists { themes, generatedAt, model } to data/insights/themes.json. TasteIdentityTab renders theme cards with evidence lists and strength-mapped ConfidenceBadge. |
| INS-03 | 04-02-PLAN.md | Insights dashboard UI with confidence levels, source attribution, and domain grouping | SATISFIED | /insights/:tab routes to 4 sub-views. ConfidenceBadge consistent across genome and taste tabs. Source attribution via inline source pills. Domain grouping via category sections. EmptyState guides to data import. Note: Overview summary cards for themes/narrative have a wiring bug (gap found). |
| INS-04 | 04-01-PLAN.md, 04-02-PLAN.md | LLM narrative summaries of cross-domain patterns refreshable on demand | SATISFIED | refreshCrossDomainNarrative() gathers genome + taste + Apple Health context, generates 2-3 paragraph narrative, preserves previousText for diff. CrossDomainTab has Refresh button, show/hide diff toggle, ReactDiffViewer with dark theme. |

All 4 INS requirements are satisfied. INS-03 has a partial issue in the Overview tab's summary cards (see gap), but the core dashboard functionality — tabbed views, confidence levels, source attribution, domain grouping — is fully present.

### Anti-Patterns Found

| File | Line | Pattern | Severity | Impact |
| ---- | ---- | ------- | -------- | ------ |
| server/services/insightsService.js | 205, 209, 274 | Typo: `hasBlooodData` (triple 'o') | Info | Variable is declared and used consistently within the same function scope — no runtime bug, but a code quality issue. |
| client/src/pages/Insights.jsx | 85, 89 | `themesData?.available` / `narrativeData?.available` with mismatched API contract | Blocker | When themes/narrative exist, the API returns objects without `available: true`, so these checks are always falsy. Overview tab summary cards for Taste-Identity and Cross-Domain always show empty-state content even when data exists. |

### Human Verification Required

### 1. Genome-Health Tab UI

**Test:** With genome data uploaded (23andMe file in /meatspace/genome), navigate to /insights/genome-health. Verify category sections are collapsible, confidence badges are color-coded (green/yellow/red), blood values appear where matched, and ProvenancePanel expands on click.
**Expected:** All 20+ categories render with expand/collapse. ConfidenceBadge colors match: green for beneficial (strong evidence), yellow for typical (moderate evidence), red for concern/major_concern (elevated/significant risk marker). "No blood test on record" link appears for unmatched analytes.
**Why human:** Requires live genome data and visual color verification.

### 2. Taste-Identity Theme Generation (After Gap Fix)

**Test:** After applying the Overview card fix, navigate to /insights/taste-identity, click "Generate Themes", verify theme cards appear. Then navigate to /insights/overview and verify the Taste-Identity summary card shows theme count and first theme title.
**Expected:** Theme cards display with InsightCard wrapper, ConfidenceBadge mapped from strength, collapsible EvidenceList. Overview card shows correct stat.
**Why human:** Requires active LLM provider and the gap fix to be applied first.

### 3. Cross-Domain Diff View

**Test:** Navigate to /insights/cross-domain, generate narrative twice. After second generation, verify "Show changes" button appears (if text differs) and ReactDiffViewer renders with dark theme colors (green additions, red deletions), port-* color overrides, and previous analysis date in header.
**Expected:** Diff view uses dark theme with correct PortOS color tokens. "Show changes" toggles between narrative text and diff view. "No significant changes detected" appears if texts are identical.
**Why human:** Requires two LLM generations with different outputs to verify diff rendering.

## Gaps Summary

One gap blocks complete goal achievement:

**Overview tab `available` field mismatch (Blocker):** The OverviewTab in `Insights.jsx` checks `themesData?.available` and `narrativeData?.available` to determine if data is present. However, `getThemeAnalysis()` and `getCrossDomainNarrative()` return the raw cached JSON objects (`{ themes, generatedAt, model }` and `{ text, previousText, ... }`) without an `available: true` property when data exists — only the empty-state branch returns `{ available: false }`. This means the Overview summary cards for Taste-Identity and Cross-Domain always render as if no data exists.

**Fix options (either works):**
1. In `insightsService.js`, wrap the cached return in both functions: `return { available: true, ...cached };`
2. In `Insights.jsx` OverviewTab, change availability checks to: `const themesAvailable = !!(themesData?.themes?.length)` and `const narrativeAvailable = !!(narrativeData?.text)`

The individual tabs (`TasteIdentityTab`, `CrossDomainTab`) are NOT affected because they check `!data?.available` — `undefined` is falsy, so they correctly treat data-present responses as available.

The fix is minimal (2-4 lines) and isolated to either the service layer or the Overview component.

---

_Verified: 2026-02-26_
_Verifier: Claude (gsd-verifier)_
