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Keep thinking. Keep your next starting point clear.

Explore freely now, carry forward what matters, and revise it when the situation changes.

One piece of work, over time

Start by asking. No import, categories or structure are needed first, and nothing has to be Current. Explore freely, choose what to carry forward if anything, come back to it later, and revise it when something changes.

Explore different directions without deciding yet.

Situation

You have two plausible ways forward and want to understand both before committing.

Open another line of thought, question an assumption or leave the outcome unresolved. Keeping nothing is a valid result. The discussion is not automatically promoted into Current.

ResultYou have learned more without having to turn the conversation into a decision log.

Conversation

CSV and OFX release scope

Should the first release support CSV only, or CSV and OFX?

CSV first

CSV first keeps the initial validation scope smaller.

AI wording · illustrative

CSV and OFX

CSV and OFX together covers more import cases, but the OFX path still needs validation.

AI wording · illustrative
Current0

Nothing is Current yet. Neither direction is Current.

CSV first and CSV with OFX, side by side. Neither is Current. Ending here, with nothing kept, is a complete result.

Choose what carries forward, or nothing.

Situation

The discussion helped, and part of it may matter next time.

You choose all, some or none of what was discussed. A suggested wording is a draft you can edit. It becomes Current only when you confirm it. Keeping nothing is a complete result.

ResultNext time starts from what you chose, not from everything that was said.

Matter

First-release scope

Choose · illustrative

Suggested wording · AI wording · a draft you can edit

Start with CSV. Reconsider OFX after its validation is complete.

Not Current yet. Review it, then confirm or cancel.

After you confirm · Current version 1 · 2 items

Start with CSV. Reconsider OFX after its validation is complete.

Condition · version 1 · Confirmed by you

Do the support instructions cover import failures?

Open question · Confirmed by you

Or keep nothing. Current stays empty, and the discussion stays in History.

The suggestion stays a draft until you confirm it. After that, each item shows who confirmed it.

Return with a clear starting point.

Situation

You return after a few days and need to get back to the work.

The question, chosen conditions and unresolved items provide a starting point for a new conversation. Add an exact source or passage when you need it. Other discussion stays separate unless you explicitly choose it as an input.

ResultLess work reconstructing what you meant to carry forward.

Matter

First-release scope

History

All · Conversations · Key changes

Conversation

CSV and OFX release scope

Started Oct 9 · Last activity Oct 9

Open

Conversation

Launch messaging for import support

Started Oct 13 · Last activity Oct 13

Open

Made current · version 1 · Oct 9

Wording at that change

Start with CSV. Reconsider OFX after its validation is complete.

Current2

Start with CSV. Reconsider OFX after its validation is complete.

Your words

Do the support instructions cover import failures?

Open questionYour words

New conversation

Starts from Current · 2 chosen items. The other conversation is not an input.

History shows distinct topic titles such as “CSV and OFX release scope” and “Launch messaging for import support”, with time and a route to each original. The chosen launch condition and open support question remain separate in Current. Explicit New conversation retains the Matter, and a supplied follow-up remains unsent until Send.

Bring an earlier conversation into the right Matter.

Use the conversation’s association control or Add an existing conversation in History. Review its title, original-question excerpt, date and present Matter before choosing it. You can preview the original conversation. Titles need not be unique; the actual conversation identity determines what is added.

Add a conversation to First-release scope

Close

Choose a conversation to file here. Open shows the original and changes nothing.

Conversation

Launch messaging for import support

“How should we describe import support at launch?” · Started Oct 12 · Not in a Matter

Open · Add here

Conversation

Launch messaging for import support

“What should the release note say about OFX?” · Started Oct 11 · In Support readiness

Open · Move here

Two conversations can share a title. Each row is a separate conversation.

Moving a conversation from another Matter is shown as an explicit move, with both Matters named. Its past answers and what they were based on stay as they were.

Change your mind without losing how you got here.

Situation

A condition behind your earlier choice is no longer the same.

Inspect what changed, compare it with the earlier basis, and confirm the correction you want. Keep the remaining conditions and open questions visible. The earlier version remains a separate part of the record.

ResultA current view you can use, with a route back to why it changed.

Release validation note

Version 1 → Version 2 · synthetic source

Version 1

CSV validation is complete. OFX validation is incomplete. The import failure guide is still incomplete.

Version 2

CSV and OFX validation are complete. The import failure guide is still incomplete.

Current2version 2

Include CSV and OFX in the first release, provided the support instructions are completed first.

Corrected · version 2Confirmed by you

Earlier version · version 1

Start with CSV. Reconsider OFX after its validation is complete.

Do the support instructions cover import failures?

Open question · unchanged
OFX validation changes from incomplete to complete. Current is unchanged until confirmation. The revised launch scope still depends on support readiness; version history keeps the earlier scope.

What you kept, and what was said

Current and History stay separate, so you can tell what you think now from how you got there.

Current: what you chose to carry

A judgment, a condition, an open question, or possibilities that are still competing. It changes only when you confirm.

Current version 1

Condition: Start with CSV. Reconsider OFX after its validation is complete.

Open question: Do the support instructions cover import failures?

Current version 2, after a confirmed revision

Condition: Include CSV and OFX in the first release, provided the support instructions are completed first.

Open question, still open: Do the support instructions cover import failures?

History: what was said

Every conversation in the Matter, including ones where nothing was kept, and every confirmed change.

Conversations

CSV and OFX release scope · Oct 9

Launch messaging for import support · Oct 13

Revising the release condition · Oct 16

Key changes

Made current · Condition · version 1 · Oct 9

Corrected · Condition · version 2 · Oct 16

Source

Release validation note · version 1 and version 2

  • A new conversation starts from Current, not from all earlier conversations. You can add an exact source or passage when you need it.
  • Adding or moving an existing conversation puts it in History. It does not make its content Current.
  • A new source version is not a change to Current. Version 2 of the Release validation note says OFX validation is complete; Current changes only when you confirm a revision. The support question stays open.
  • Earlier answers keep the basis they used when they were sent. Today’s Current is not applied to them.
  • Inspect basis is read only. Reading a passage and using it as input are separate actions.
  • Anything unknown is shown as unknown. Rodspan does not fill in history, owners or deadlines.

This is designed to support your work, not make you maintain structure after every chat. A normal discussion can end with no changes to Current.