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Audit factory positioning and align writing guidance with infrastructure framing #1010

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Description

@warp-agent-staging

Description

Audit public docs against Zach Lloyd’s supplied Warp Positioning PDF and report each mismatch with its location, source principle, and narrow recommendation.
Update the shared writing guidance so future docs frame Warp Factories as open, flexible infrastructure on which teams build their own software factories, not a product or team of agents.
Preserve the distinction between the infrastructure platform, customer-defined workflows, and an opinionated quickstart.
This request authorizes findings and writing-guidance updates, not a blanket rewrite of published docs or invocation of Self-improvement.

Evidence

The source explicitly says not to describe Warp Factories as a “product” or “team of agents.”
Current authoring guidance calls it a product, while the overview and lifecycle page lead with “A factory is a team of cloud agents”; audit the latter in context to distinguish the platform from a customer’s configured workflow.
No runtime reproduction is needed: the contradiction is present in the source text.

Acceptance criteria

  • Account for all 418 Markdown/MDX pages in the checked-out public corpus, including factory references outside factories/; record the revision and any exclusions, and inspect shared rendering/name surfaces where relevant.
  • Report actionable mismatches with exact page/section references, the governing PDF principle, and a suggested narrow correction; distinguish confirmed conflicts from editorial opportunities and aligned material.
  • Reconcile canonical positioning, glossary, author, and reviewer entry points so they consistently require the supplied positioning without mandatory slogans or duplicate policy copies.
  • Keep positioning separate from shipped-behavior evidence: do not introduce universal model/harness support, ROI guarantees, competitor claims, or new availability promises from the strategy document.
  • Record relevant overlapping PRs and validation results for guidance changes; keep published-page rewrites as recommendations unless separately authorized.

Proposed solution direction

Suggest reconciling the existing canonical positioning file and glossary first, then routing author and reviewer skills through that single source.
Use whole-corpus reading with keyword discovery as an aid, not as a substitute for semantic coverage.
Preserve accurate procedures, interface names, and descriptions of actual agent collaboration.

References

  • Requester: Zach Lloyd (verified GitHub: @zachlloyd); original request: https://warpdev.slack.com/archives/C09BVK0PL3Y/p1794326688291009
  • Supplied source: https://warpdev.slack.com/files/U0C1BTFJ9SN/F0CG29RL9V5/612e2bf4-5baf-47eb-b0f0-f5fa93a5098d_warp_positioning.pdf ; original Notion provenance: https://app.notion.com/p/warpdev/Warp-Positioning-3c743263616d81139c2fdd1cd4d1b331 . PDF was supplied in-thread after Notion returned 404; source identifies itself as the current working direction from Growth Team Strategy Aug 2026.
  • Docs revision: a571309; config revision: f0ace6bdcc1ce6c8c6b5041ddc8710e1bd5d651b.
  • Confirmed guidance conflict: AGENTS.md:953; .agents/references/terminology.md:331-357 (“product” / “product implementation”). Existing canonical framing: .agents/rules/oz-style-guidelines.md:3-9.
  • Public framing to examine: src/content/docs/factories/index.mdx:3-13; src/content/docs/factories/how-factories-work.mdx:10; src/content/docs/platform/transitioning-from-oz.mdx:11 (“web experience”). These are seed findings, not a completed full-corpus audit.
  • Enforcement paths: .agents/skills/draft_docs/SKILL.md:66; .agents/skills/review-docs-pr/SKILL.md:107; all eight type-specific draft skills route through draft_docs and AGENTS.md. Config: skills/docs-quality/SKILL.md, stages/implementation.md, stages/review.md. Existing policy-routing tests: .agents/skills/doc_quality_policy/test_editorial_guidance.py:42,78-79.
  • Inventory method: Python pathlib recursive enumeration of all .md / .mdx beneath src/content/docs, case-insensitive whole-word factory|factories discovery. 418 pages total; 178 matching pages; 4,484 raw occurrences including links and code. Matching-page distribution: factories 101; platform 31; agents 24; guides 9; enterprise 7; support-and-community 3; getting-started 1; changelog 1; root landing 1. Keyword matches are not confirmed positioning defects; variable-backed product names require additional coverage.
  • Existing related work: docs: clarify the Factories overview definition #884 (open overview definition); docs: test ROI framing for factory metrics (AR-17) #890 (open ROI framing); docs: reconcile drafting guidance and protect reader understanding #881 (merged canonical guidance); docs: editorial review of product overviews, factories, and quickstarts #910 (merged editorial pass). No clearly matching issue found in both repositories’ positioning searches or complete current open-item listings.
  • Triage: complexity M for remaining bounded audit/report and shared-guidance update; ambiguity none. No unresolved requester question after source delivery. No public content edits or live UI reproduction performed during triage.

Activity

  1. added
    priority/mediumOutdated content, confusing instructions, incomplete coverage
    triageNeeds human review — remove after triaging
    improve or update documentationIncorrect, outdated, missing, or unclear documentation content
    factory:docs-factoryLabel associated to the "docs-factory" factory
    on Nov 10, 2026
  2. warp-agent-staging commented on Nov 10, 2026

    @warp-agent-staging
    ContributorAuthor

    Completed positioning audit: findings and recommendations

    Audit revision: a571309952bb011f2f5d09a6b2dcab34e6abaa35; factory config f0ace6bdcc1ce6c8c6b5041ddc8710e1bd5d651b. Recommendations only: published pages were not rewritten. The supplied PDF establishes framing, not release, compatibility, privacy, or ROI facts.

    Confirmed positioning conflicts

    P1: factories/index.mdx:4 — Frontmatter description.

    Warp Factories turns issues, tickets, and Slack messages into reviewed pull requests. Teams of cloud agents do the work, while people approve specs and merges.

    Principle: PDF pp.1–2: platform identity is infrastructure customers build on, not a team of agents.
    Recommendation: Lead the standalone description with the infrastructure identity and customer ownership, then give the default intake-to-review loop as an example. Coordinate opener wording with open PR #884; preserve its lifecycle, customization, and evaluation detail.

    P2: platform/transitioning-from-oz.mdx:11 — Opening.

    Warp Factories is the web experience for team development workflows organized around repositories, agents, and automations.

    Principle: PDF pp.1–2: infrastructure platform, not one product surface.
    Recommendation: Define the infrastructure platform first and identify the web app as a management surface. Preserve the transition purpose, current standalone interfaces, command distinctions, and workflow-assessment caveats; no automatic migration claim.

    P3: enterprise/index.mdx:15 — Opening.

    Warp's product for building and operating software factories, where cloud agents triage, spec, implement, review, and verify work, and humans approve key decisions.

    Principle: PDF p.2: infrastructure platform rather than product; defaults do not define every customer workflow.
    Recommendation: Replace the product definition with infrastructure for building and operating customer-defined software factories. Keep the listed lifecycle as one workflow, not the only supported factory. Adjust the immediate three-products introduction only as needed to avoid reintroducing the same categorization.

    P4: guides/agent-workflows/set-up-a-software-factory.mdx:14 — Opening.

    To run this same loop as a managed product instead of wiring it yourself, see Warp Factories.

    Principle: PDF pp.1–2: infrastructure, with opinionated quickstart rather than a prescribed product workflow.
    Recommendation: Keep the DIY GitHub Actions procedure. Describe the alternative as building this workflow on Warp infrastructure, not a managed product; narrowly correct the same product framing in Next steps at line 165. Do not imply the default agents must reproduce exactly four DIY roles.

    Same framing at guides/agent-workflows/set-up-a-software-factory.mdx:165: “Warp's product for running this same intake-to-review loop without the workflow wiring”.

    P5: guides/agent-workflows/build-a-triage-agent.mdx:124 — Next steps.

    Warp's product for running this same loop without the manual wiring.

    Principle: PDF pp.1–2: platform identity and bounded adoption.
    Recommendation: Change only the Next steps link description to the infrastructure alternative for a configured triage workflow. Preserve the standalone procedure and customer-owned skill improvement.

    P6: guides/agent-workflows/write-product-and-tech-specs-with-agents.mdx:75 — Next steps.

    Warp's product for running this same loop without the manual wiring.

    Principle: PDF pp.1–2: platform identity and selectable workflows.
    Recommendation: Change only the Next steps link description to infrastructure for a configurable spec workflow. Keep human spec review and standalone authoring instructions.

    Contextual opportunity, not a blanket team-of-agents error

    O1: factories/how-factories-work.mdx:10. “A factory is a team of cloud agents connected to your repositories.”
    Principle: PDF pp.1–2: distinguish the infrastructure platform from a customer-configured factory.
    Recommendation: This lowercase factory definition describes an operational instance, not Warp Factories itself. Consider anchoring it to a factory the customer configures on Warp, especially for direct arrivals; retain useful team collaboration and stages. The same sentence appears in the root overview and factories overview. Coordinate with #884, not a blanket team-of-agents rewrite.

    Also: index.mdx:34.
    Also: factories/index.mdx:13.

    Evidence-boundary opportunities (technical follow-up, not certified runtime defects)

    These are adjacent scoping risks found during the audit, not permission to change security, model support, or product behavior from the strategy document. Verify the owning implementation or policy before public edits.

    E1: enterprise/enterprise-features/architecture-and-deployment.mdx:100 — When to use. “You want {VARS.WARP_AUTOMATION_PLATFORM} orchestration and visibility without sending code to Warp's infrastructure.”
    Principle: PDF pp.1–2 and evidence boundary: customer hosting/control is not proof of end-to-end data sovereignty.
    Recommendation: Scope the promise to repository checkout and execution. Preserve the same page’s explicit code context and transcript transit at lines 70 and 134–135; link the owning data-boundary reference. Technical owner verification is required before changing runtime claims.

    E2: enterprise/enterprise-features/byollm-gemini-enterprise.mdx:357 — Credential security. “Nothing sensitive leaves your boundary”
    Principle: Evidence boundary: configuration choice does not establish blanket data or credential isolation.
    Recommendation: Replace only the absolute bullet label with the specific no-upload/no-persistence claim for long-lived credential files. Retain the short-lived token/backend request route at line 39 and customer-governed retention caveats; verify those behaviors independently.

    E3: enterprise/index.mdx:54 — Agent capabilities. “Support for all major models and CLI coding agents ({VARS.WARP_AUTOMATION_PLATFORM}, Claude Code, Codex, Copilot)”
    Principle: PDF pp.2–5: strategic model/harness flexibility is not shipped universal compatibility.
    Recommendation: Point to the current supported model/harness references and distinguish desktop CLI integrations from cloud harnesses. Do not treat the Automation Platform as a harness or infer every listed CLI runs inside a factory. Replace the universal support phrase only after checking the surface-specific compatibility matrix.

    E4: support-and-community/plans-and-billing/pricing-faqs.mdx:263 — How can I enable Zero Data Retention in Warp?. “Regardless of plan, Warp never allows OpenAI, Anthropic, Google, xAI, or other model providers to store, retain, or train their models on your data”
    Principle: Evidence boundary: provider retention and customer-controlled routing require their own supported scope, not positioning proof.
    Recommendation: Reconcile this absolute sentence with the same page’s supported-model/provider-retention exception at line 253 and customer-provider configurations. Keep no-training, deletion timing, telemetry, and provider retention as separate claims; ask the privacy owner to validate the bounded wording.

    E5: agents/capabilities/codebase-context.mdx:5 — Frontmatter description. “No code is stored on Warp servers.”
    Principle: Evidence boundary: local indexing storage and cloud/run-data storage are different scopes.
    Recommendation: Narrow the summary to the documented indexing/storage scope rather than all code use. Reconcile the copied blanket wording in code/overview.mdx:97 and getting-started/quickstart/coding-in-warp.mdx:38 with platform/architecture.mdx:96–100. This is a reader-scope risk, not a new audited statement about runtime storage.

    E6: platform/triggers/scheduled-agents.mdx:52 — Common use cases. “Because each run is isolated, Scheduled Agents are safe to use for tasks that benefit from a clean, repeatable execution environment.”
    Principle: PDF pp.2–5: governance and control are reviewable capabilities, not unconditional safety guarantees.
    Recommendation: Describe a fresh repeatable session rather than safety established by isolation. Preserve the explicit persistent-environment exception and responsibility for access, costs, prompts, and production-changing actions at lines 301–323.

    Aligned material to preserve

    • factories/factory-agents.mdx:14: “These defaults are a starting point” Customer-selectable starting point, not prescribed team/workflow.
    • factories/factory-agents.mdx:26: “These are responsibilities, not a fixed pipeline.” Explicitly preserves workflow choice; retain agent collaboration.
    • factories/factory-as-code.mdx:11: “A factory definition is a versioned tree of YAML and Markdown files rooted at factory.yaml.” Inspectable customer configuration across selectable infrastructure primitives.
    • factories/measure-and-improve.mdx:10: “spot a problem, test a fix, and decide whether to keep it.” Measurement connects to an evidence-based improvement decision.
    • factories/measure-and-improve.mdx:35: “Cost per PR is a comparison metric, not a billing figure.” Preserves bounded economics rather than guaranteed ROI.
    • factories/benchmarks.mdx:72: “review the result as a comparison, not as a universal model ranking:” Fixed-task comparisons remain bounded, not universal outcomes.
    • factories/how-factories-work.mdx:63: “The first two are workflow policy, written into the foreman's instructions; edit them to change when the factory checks in.” Distinguishes customer workflow policy from enforced repository permissions.

    Keep supported APIs/SDKs, hosting and data boundaries, integration procedures, named runtime compatibility, default-agent collaboration, and ordinary terminal/Warp Drive material. Dated changelogs are historical context, not current support promises. No factory slogan is required on unrelated pages.

    Overlap and scope

    Responding as Docs Factory (V2): Open session · View in factory

  3. warp-agent-staging commented on Nov 10, 2026

    @warp-agent-staging
    ContributorAuthor

    Whole-corpus coverage ledger

    Pinned corpus: a571309952bb011f2f5d09a6b2dcab34e6abaa35. 418/418 pages accounted for: 417 full-source semantic reads (438,056 words excluding the legal page) plus framing review of the generated third-party-license page. Full page bodies, frontmatter, examples, source alt text, captions, and named-variable expansions were included; keyword search only assisted consistency checks.

    The 204,041-word dependency/legal body was excluded from line-by-line positioning review. Embedded media, external destination pages, live product behavior, and non-Markdown API schemas were not independently audited. Source media text was included. These exclusions mean this is not a claim to have read every word of the 642,097-word source corpus.

    All paths below are relative to src/content/docs/. SHA is the first 12 characters of the source SHA-256; full hashes, line ranges, findings, and exact verification are attached to the task as JSON artifact 01a1c664-8b22-7c5b-864e-466cc66805ed. This comment is the durable page-by-page manifest, independent of the remote filesystem.

    Dispositions: P confirmed conflict; O contextual editorial opportunity; E technical evidence-boundary opportunity; A aligned infrastructure/configuration; N no factory-positioning conflict; H historical release context; X framing read, legal body excluded. Multiple letters mean multiple dispositions.

    Page Disposition Source SHA-256 prefix
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    agents/cli/oz-cli/agent-profiles.mdx N 2b5038b0fed9
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    Shared rendering and name surfaces

    • src/data/vars.ts: Names and URLs retained: Automation Platform, Oz CLI versus Warp Agent CLI, factory web app. Internal product/instance comment at lines 26–28 is non-rendered context, not public identity copy; no runtime name changes.
    • src/sidebar.ts: Complete navigation read: factory/default/workflow labels preserved; availability badge recorded, not certified by positioning evidence.
    • src/content.config.ts: Frontmatter names are expanded in schema before title/description/sidebar rendering.
    • src/plugins/vars-transform.ts: Frontmatter variable substitution inspected; audit batch renderer expands the same named values.
    • src/plugins/heading-vars.ts: Heading expressions resolved from shared names before anchor/TOC generation.
    • src/components/CustomPageTitle.astro: Page descriptions render as visible subtitles as well as metadata; P1 therefore affects both snippet and on-page lede.
    • src/components/CustomHead.astro: Shared organization/site identity is Warp; per-page metadata delegated to route data.
    • src/components/CustomHeader.astro: Shared header renders topic labels, no additional factory identity prose.
    • src/components/WarpTopicNav.astro: Topic labels/badges render from sidebar; no additional factory definition.
    • src/routeData.ts: Page descriptions propagate to social metadata; titles append Warp, not a duplicate factory definition.
    • astro.config.mjs: Site identity and configured shared rendering inspected; no factory claim requiring a global rename.

    Base-sync addendum

    Before PR creation, main advanced to c93cbe15199836bd409762e013db22af0cfe4ed9. Read the five changed/new public pages below completely, plus the navigation delta; Inbox was replaced by Home. This is upstream work, not a public-page edit in the guidance PR. The new base still contains 418 public pages.

    • factories/factory-dashboard.mdx: complete-source-read; Read complete new-base page: human attention, configurable agents, metrics, bounded first task or diagnostic workflow; no new positioning conflict.
    • factories/factory-home.mdx: complete-source-read; Read complete new-base page: human attention, configurable agents, metrics, bounded first task or diagnostic workflow; no new positioning conflict.
    • factories/factory-inbox.mdx: removed-on-new-base; Original page remains in pinned audit; base replaces Inbox with Home, not a positioning edit by this request.
    • factories/how-factories-work.mdx: complete-source-read; Read complete new-base page. Existing contextual factory-instance opening retained as O1; Home/Waiting on you operational updates add no new platform identity conflict.
    • factories/quickstart.mdx: complete-source-read; Read complete new-base page: human attention, configurable agents, metrics, bounded first task or diagnostic workflow; no new positioning conflict.
    • factories/troubleshooting.mdx: complete-source-read; Read complete new-base page: human attention, configurable agents, metrics, bounded first task or diagnostic workflow; no new positioning conflict.

    Guidance verification

    • python3 -m unittest discover -s .agents/skills/doc_quality_policy -p test_editorial_guidance.py -v: 17 passed; both new tests fail on the pinned original guidance and pass after the change.
    • python3 -m unittest discover -s .agents/skills/doc_quality_policy -p 'test_*.py': 145 passed.
    • python3 .agents/skills/style_lint/test_factory_proper_noun.py: all 27 cases passed; lint detection behavior unchanged, diagnostic copy aligned.
    • python3 .agents/skills/style_lint/style_lint.py --changed: zero files scanned, zero issues (no changed public pages).
    • python3 .agents/skills/check_for_broken_links/check_links.py --internal-only: original base passed 418 pages/4,940 links. Final head and isolated new main both fail on the same three old /factories/factory-inbox/ references: factories/guides/slack-to-pull-request.mdx:83, factories/use-cases/end-to-end-sdlc-automation.mdx:168, factories/use-cases/issue-implementation.mdx:186 (418 pages/4,941 links). Public src tree hash is identical between main and delivery.
    • python3 -m py_compile .agents/skills/style_lint/style_lint.py .agents/skills/doc_quality_policy/test_editorial_guidance.py: passed.
    • python3 -m json.tool .agents/skills/draft_docs/evals/evals.json: passed.
    • Factory-config python3 -m unittest discover -s tests -p 'test_*.py': 39 passed.
    • git --no-pager diff origin/main...HEAD --check: passed in both repositories.
    • trunk check and trunk fmt: unavailable (trunk not installed), not passing.
    • Site build/typecheck/UI capture and factory-schema service validation not triggered: no site/public content or factory-resource configuration changes. External-link checks and an LLM evaluation run were not performed.
    • Full final diff read after base merge; deletion-only cut pass and test keep/delete pass completed. No new comment lines, scratch artifacts, or published-page edits in the PR diff.

    Responding as Docs Factory (V2): Open session · View in factory

  4. warp-agent-staging commented on Nov 10, 2026

    @warp-agent-staging
    ContributorAuthor

    Guidance delivered for independent review: docs#1012 at a59d6c4a2f8545acd9bc0c6ce90a9d0e9de75f19 and factory-config#34 at 30da5c51880ed404461d8862e1f3ccd51a8155d6. Both remain draft; public-copy findings and full coverage are recorded above.

    Responding as Docs Factory (V2): Open session · View in factory

  5. rachaelrenk commented on Nov 10, 2026

    @rachaelrenk
    Contributor

    Implementation is now on the existing PR branches; nothing has been merged or published.

    • docs#1012: rename the canonical guidance to warp-positioning.md, remove the customer-factory team exception, make the repo glossary authoritative without the Notion Dictionary, and add writing examples, regressions, and evaluation inputs.
    • docs#884: supersede the original AEO experiment with infrastructure-positioning corrections across nine existing pages, including all six confirmed-copy findings and the priority root/factory/how-it-works openings. Shipped role names and existing workflow instructions are preserved.
    • docs-factory-config#34: load the canonical guidance and prepare separate positioning and voice scorers with automatic scoring paused and self-improvement off.
    • examples#3: positioning corrections added directly to the existing PR; the pinned default-agent snapshot remains unchanged.
    • common-skills#116: new draft PR is necessary to update the maintained engineer-facing writing skill in its own repository. Installed copies are not yet refreshed.

    Local checks include 148 docs-policy tests, 42 factory tests, four positioning-test groups, 27 naming cases, the docs build/typecheck/heading checks, and parser validation for all 16 examples. No new lint findings were introduced in the nine corrected pages. The complete v1alpha2 factory submission had no parser diagnostics; state-dependent apply checks were not run.

    Remaining gates: human review/merge, paid evaluation budget and human calibration, consumer refresh after the guidance merge, and explicit live-scorer activation approval. The docs CI link check still finds the same three unchanged /factories/factory-inbox/ references from main. The hosted review of #884 failed with an authentication 401, so independent review is not complete. The new lint check's CodeQL comment-terminator finding was corrected and regression-tested; fresh scans are running. The separate technical-evidence backlog is unchanged.

    Implementation conversation.

  6. warp-agent-staging commented on Nov 11, 2026

    @warp-agent-staging
    ContributorAuthor

    Merged docs guidance: #1012, merge 8574ba4.
    Factory configuration remains open under human ownership; this issue stays open until that follow-up is resolved.

    Responding as Docs Factory (V2): Open session · View in factory

  7. rachaelrenk commented on Nov 11, 2026

    @rachaelrenk
    Contributor

    Implementation refresh after #1012 merged:

    • Canonical governance is merged. Public corrections remain in #884 at 06344af8: current main integrated; the original nine-page positioning correction now also applies the approved agent/field formatting to dashboard and GitHub/GitLab label references (12 pages total). Generic roles remain lowercase/unbolded; literal labels and feature-list emphasis are preserved.
    • Examples #3 is updated at c7ea017, preserving prior editorial work and the pinned default-agent files. All 15 current example roots parsed successfully (correcting the earlier count of 16), with no apply-state or behavioral claim. Conventions, 12 tests, and snapshot verification passed.
    • Config #34 is updated at f49856e: examples review no longer inherits docs-only requirements; missing required guidance pauses dependent work. Sixteen proposed judge cases and one less-coached generation task await human calibration. All 43 tests and complete stage-inclusive v1alpha2 parser validation passed. New scorer sampling remains zero and self-improvement off; existing scorer settings are unchanged.
    • Common-skills #116 is updated at 0102d28, with canonical loading and interactive safeguards preserved. Maintained source only; installed copies were not refreshed.

    Docs validation: typecheck (0 errors), 5 heading-variable tests, 151 policy tests, 6 positioning groups, explicit lint comparison over all 12 pages (no introduced findings), and technical-reference checks passed. The same three broken factory-inbox links remain in files unchanged from main. The current local build failed in /_llms-txt/support.txt with a stack overflow under unsupported Node 25; untouched-main reproduction was cancelled before execution, so its origin is not established. Build-dependent TOC/JSON-LD and fresh browser evidence are not complete. Hosted editorial, technical-reference, and CodeQL checks passed; build/deployment checks were still running. The independent review failed before analysis with authentication 401, not an editorial verdict.

    All four existing branches were pushed and descriptions refreshed; no new PR, merge, live apply, paid evaluation, scorer activation, or schedule change. #890 remains untouched and compatible; #876 remains state-only/do-not-merge. Config #32 is still unmerged and owns examples access. Remaining gates: successful build/render verification and independent review, human merges, runtime checkout/access verification, installed-skill refresh after merge, and separately approved calibration/budget/rollout. This is a targeted follow-up, not a repeated whole-corpus audit or proof of improved generated writing.

  8. rachaelrenk commented on Nov 11, 2026

    @rachaelrenk
    Contributor

    CI follow-up for #884 at the same 06344af8 head: hosted Node 22 site build, heading/TOC validation, homepage JSON-LD, and agent-documentation output checks all passed in run 42937190919. The combined job failed later at the three unchanged factory-inbox links, not during the build. The independent-review authentication 401 remains a separate unresolved gate. This supersedes the pending hosted-build status in the preceding update; fresh browser evidence is still not claimed.

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