fix(reports): distinguish period outcomes from current source state (#7708)

Signed-off-by: LoopX Agent <337587101+loopx-agent@users.noreply.github.com>

Author: loopx-agent

docs/product/periodic-reports.md

@@ -39,6 +39,16 @@ reader. The six source links retain the recorded Task address in both formats.
 The fixed synthetic prose qualifies transport and reading mechanics, not live
 editorial quality or the address's availability. No layout or editor changed.
 
+New portfolio and local-Session editorial requests share the same time and
+content requirements. A Task completed after the period end remains a later
+state observation; only timestamped evidence inside `[start, end)` supports
+period progress. Older history, later changes, unknown times and unavailable
+views remain distinct. The author is asked to retain concrete outcomes,
+quantified comparisons, counterevidence and the responsible owner's next
+action, while stating shared limitations once. These are authoring requirements,
+not a semantic validator or proof of model compliance. Existing frozen requests
+and reports retain their original requirements and bytes.
+
 The public browser fixture also keeps the original private outbound owner
 running through its periodic source-history check. Its shared synthetic
 provider returns the stored messages with source-bound pagination and time

loopx/capabilities/periodic_report/private_generation.py

@@ -20,6 +20,13 @@
 )
 
 
+_SOURCE_NARRATIVE_REQUIREMENTS = (
+    "Current source state is observed at collection time, not reconstructed as of the period end. Disclose the collection time when available and retain unreadable views as gaps.",
+    "Use recorded completion/evidence times for the exact half-open window [window.start_at, window.due_at). Separate its outcomes, older history and changes at or after its end; a later completed Task is not proof of an in-window outcome. Unknown times stay unknown.",
+    "Describe current work and relevant completed Tasks. Preserve concrete outcomes, quantified before/after comparisons, relevant counterevidence and the responsible owner's next action in the body. State shared limitations once; supporting evidence must not crowd out the substantive findings.",
+)
+
+
 def attempt_directory(root: Path, window: dict[str, Any]) -> Path:
     return _attempt_dir(root, window["goal_id"], cadence_intent(window))
 
@@ -132,9 +139,8 @@ def prepare_private_report(*, root: Path, window: dict[str, Any], read,
             "Read full frozen source records for substantive claims; excerpts and Agent claims are not independent verification.",
             "Recorded source references are scoped provenance, not proof of access, public status or publication permission. Keep unverified references explicit; never infer a URL from a digest or reuse private sources for another audience.",
             "Distinguish implementation, merged source, installed adoption and actual original-message delivery.",
-            "Describe current and relevant completed tasks, counterevidence, source gaps and concrete next steps.",
             "A due unchanged window still needs a substantive report; observations or CI counts are not business progress.",
-        ]
+        ] + list(_SOURCE_NARRATIVE_REQUIREMENTS)
         request["request_digest"] = _canonical_digest(request)
         atomic_write_json(path, request)
         return request
@@ -207,11 +213,9 @@ def prepare_session_report(*, root: Path, window: dict[str, Any], actor: dict[st
             source_fact_binding="frozen_source_v2")
         request["narrative_contract"]["requirements"] += [
             "Use only this original Goal's frozen evidence and permitted artifacts; no portfolio or other Goal access is granted.",
-            "Current Task status is observed at collection time, not reconstructed as of the period end.",
-            "Use recorded completion/evidence times to distinguish this fixed window's outcomes, older history and current open work; unknown times stay unknown.",
             "Separate native Task completion, independent outcome evidence and actual message delivery. Preserve failed, blocked and unreadable evidence.",
             "A due unchanged period still needs a report; exclude report generation itself from business progress.",
-        ]
+        ] + list(_SOURCE_NARRATIVE_REQUIREMENTS)
         request["request_digest"] = _canonical_digest(request)
         folder.mkdir(parents=True, exist_ok=True)
         atomic_write_json(folder / "source.json", source)