Book lifecycle

The Book moves through a defined sequence from source to published version. Every state and transition is determined by the authoring and verification record — not by a manual toggle.

The golden path

Source
  → Extract or construct
  → Clarify
  → Calibrate
  → Verify
  → Publish
  → Quote
  → Improve the Book

Import, explanation, supported starting points, and guided first-pricing setup are starting methods, not separate paths. They converge on the same first Test Book, evaluator, readiness rules, and Live publication contract. A user may combine or switch methods before publishing without recreating the Book.

States

The Book is always in one of the following states. The state chip on the Book overview shows which one:

State	What it means	Next action
Not started	No Book exists yet, or a workspace exists but has no draft and no Live version	Add pricing
Extracting	Sources received; extraction is running	Wait for extraction to finish
Needs answers	Draft has open required questions	Answer questions
Needs calibration	Draft has calibration cases awaiting a decision	Review cases
Needs verification	Draft statements still need owner verification	Verify rules
Verified draft	Material rules verified; not yet published	Preview and publish
Ready to publish	The workspace has passed its gates	Preview and publish
Live	A published version is in use with no open changes	None — the Book is answering
Live · changes pending	Live, with an open workspace or pending proposals	Review changes
Paused	Live execution is paused (billing pause); setup is preserved	Resume Live use
Blocked	The compiler reports blocking issues	Resolve the blocking issue

State transitions

First-publish ladder

Before the Book is Live, it walks through the first-publish ladder:

Not started
  → Extracting
  → Needs answers (if required questions exist)
  → Needs calibration (if calibration cases await)
  → Needs verification (if statements are unverified)
  → Verified draft
  → Ready to publish
  → Live

The ladder is driven by the workspace’s authoring status and the counts of open items. You can move between stages out of order — for example, you can review the draft, answer some questions, then go back to review — but the state reflects the most pressing open item.

After Live

Once the Book is Live:

No open changes → Live. The Book is answering.
Open workspace or pending proposals → Live · changes pending. Review and publish the changes.
Billing pause → Paused. Live execution stops; setup is preserved. Resume to return to Live.
Compiler issues → Blocked. Resolve the blocking issues before publishing.

Paused and blocked dominate

Paused and blocked override other states. A paused Book with pending changes still shows Paused, not Live · changes pending. A blocked draft still shows Blocked, not Needs verification.

What each stage produces

Stage	What exists	What does not exist yet
Not started	Nothing	No draft, no rules, no version
Extracting	A source has been ingested	No structured draft yet
Needs answers	A structured draft with open questions	Not all questions resolved
Needs calibration	A draft with calibration cases pending	Not all cases confirmed
Needs verification	A draft with unverified rules	Not all rules verified
Verified draft	All material rules verified	Not yet published
Ready to publish	The workspace has passed its gates	Not yet an immutable version
Live	An immutable published version	No open changes
Live · changes pending	A Live version with proposed changes	The changes are not yet published

The progress rail

Before the Book is Live, a progress rail appears at the top of the Book overview. It shows six stages: Start, Draft, Clarify, Calibrate, Verify, and Publish. The current stage is highlighted and each completed stage is marked. The progress rail disappears once the Book is Live. The Live state shows a single next-action sentence instead.

Provenance and authority

How source, evidence, and suggestion are tracked and verified.

Versions and replay

How Book versions work and why Quotes can be replayed.

Start here

Getting started

Make your Book

Publish and quote

Commitments

Workspace

Reference

The golden path

States

State transitions

First-publish ladder

After Live

Paused and blocked dominate

What each stage produces

The progress rail

Provenance and authority

Versions and replay

​The golden path

​States

​State transitions

​First-publish ladder

​After Live

​Paused and blocked dominate

​What each stage produces

​The progress rail

​Related

Provenance and authority

Versions and replay

The golden path

States

State transitions

First-publish ladder

After Live

Paused and blocked dominate

What each stage produces

The progress rail

Related