Status Report
Purpose
Status Report is the iteration record of the iterate loop. Its unique job is to report each committed outcome’s status against the iteration plan’s IDs, with evidence per claim, the trades executed under the plan’s trade rules, the blockers and the decisions they need, and next steps.
It is a point-in-time record, not a live surface. The runtime tracker owns minute-to-minute status; the report freezes an honest snapshot for the review, the checkpoint, or the stakeholder update.
Example
Show a worked example of this artifact
---
ddx:
id: example.status-report.depositmatch
authoring:
home: repo
depends_on:
- example.iteration-plan.depositmatch
---
# Status Report
| | |
|---|---|
| **Iteration** | IT-05 |
| **As Of** | Fri 12 Jun 2026 |
| **Kind** | Iteration review |
| **Audience** | Team + pilot-bank operations lead |
| **Plan** | iteration-plan-IT-05.md |
## Summary
> The iteration goal landed: a real anonymized pilot export imports with
> validated rows and actionable errors, demoed live. The Best and Better
> outcomes were traded per the plan's rules to protect it. The anonymization
> field-list question needs a decision before IT-06 planning.
## Outcome Status
| ID | Workstream | Tier | Outcome | Status | Evidence |
|----|------------|------|---------|--------|----------|
| WS-1-good | WS-1 | 🟢 Good | A real anonymized pilot export imports with validated rows | done | Three anonymized fixtures committed under `fixtures/pilot/`; US-003 test suite green (14 tests, each citing its AC); live demo at review |
| WS-1-better | WS-1 | 🔵 Better | Upload p95 latency watch item on pilot dashboard | dropped | Traded 9 Jun per trade rules to protect WS-1-good after error-class count doubled |
| WS-1-best | WS-1 | 🟣 Best | Per-row error messages include remediation hints | dropped | First drop under trade rules, 4 Jun |
## Changes and Trades
- WS-1-best dropped 4 Jun, WS-1-better dropped 9 Jun — both per the plan's
trade order (Best first, then Better), called by the Delivery Lead. No
Good-tier escalations.
## Blockers and Risks
| Blocker / Risk | Outcome Affected | Needs | Owner |
|----------------|------------------|-------|-------|
| Anonymization strips two fields matching may depend on | IT-06 roadmap slot | Operations lead to confirm field list by 16 Jun | Priya |
## Next Steps
- File WS-1-better (latency watch) back into the improvement backlog → Priya → 15 Jun
- Confirm anonymization field list with operations lead → Priya → 16 Jun
- Cut IT-06 iteration plan from roadmap order 2 → Delivery Lead → 15 Jun
## Review Checklist
- [x] Every row traces to an iteration-plan outcome ID
- [x] Every done or at-risk claim cites evidence — no phantom claims
- [x] Trades reference the plan's trade rules or name their approver
- [x] Decisions needed name their deciderReference
| Activity | Iterate — Measure, align, and improve. Close the feedback loop back into the planning strand. |
|---|---|
| Default location | docs/helix/06-iterate/status-report-[iteration-id]-[date].md |
| Requires | None |
| Enables | None |
| Informs | Improvement Backlog |
| Generation prompt | Show the full generation prompt |
| Template | Show the template structure |
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The signature covers the markdown source of this page, not these HTML bytes. This page quotes that seal; verify it against the source file.
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