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feat(ai): research-backed questionnaire improvements (high-ROI subset) - #21

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@zyx1121 zyx1121 commented May 31, 2026

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Not auto-merged — for your + CC's review, since the interview prompt is product IP and interview length is a real tradeoff. Run git diff main -- lib/ai/prompt.ts to see the question-level changes.

What & why

A multi-agent literature review (51 sources, citation-verified: 37 accurate / 14 metadata-corrected / 0 fabricated) on enterprise AI-adoption interviewing, task-suitability assessment, and self-report accuracy. This PR lands the high-ROI subset into lib/ai/prompt.ts and documents the full plan + verified bibliography in docs/questionnaire-research.md.

The agent still only records signals — it does not score suitability (the consultant does that in phases 5–10). Net interview length increase is bounded to ~+2–3 turns per task (probes are folded into existing steps + a per-point probe cap was added).

Changes to the prompt

Change Phase Source
Prediction-vs-judgment split per step Workflow + checklist Agrawal/Gans/Goldfarb 2018
Ground-truth consensus probe ("do experts agree on the right answer?") Data + checklist Lebovitz et al., MISQ 2021
Quantified baseline quad (vol×freq / time / cost-FTE / rework) before advancing Workflow McKinsey 2026
Day Reconstruction Method for time use, replacing the biased "typical day" estimate Context Kahneman 2004; Kan & Pudney 2008; Belli 2000
MUST-probe-on-vagueness + idiographic-probe default + probe cap global rules Wuttke 2024; Jacobsen 2025; Xiao 2020
Leadership-sponsorship + change-history signals (lightweight) Context Jöhnk 2021; MIT-BCG 2020
Anti-pattern rewrites (no leading / declarative / forced-choice / hypothetical) "不要做的事" Zaremba & Liaskos, IEEE RE'21

Grounding comment expanded from 3 anchors to the full anchor set with citations.

Deferred (in the doc, for you to pick)

Context C3/C4/C6 (objective frame / external pressure / MGI triage) · Workflow W3–W5 (success criteria, reasoning-chain, Webb verb heuristic) · Pain P1–P6 (incident-driven CIT/CDM, error-tolerance, drift, negative-balance, workarounds) · Data D4/D5 (artifact-grounding, forced-choice) · Wrap-up WU1–WU4 (quantified read-back, E1/E2, readiness sheet, clearinghouse gating).

Verification

bunx tsc --noEmit ✅ · bun run lint ✅ · prompt-only change, no DB / runtime / API surface impact.

Citation integrity note: the verify pass corrected 14 misattributions (wrong years/authors/editions) and dropped a few unverifiable magnitude stats; details + corrected bibliography in docs/questionnaire-research.md.

🤖 Generated with Claude Code

Strengthen the AI pre-interview prompt with the highest-ROI findings from a
citation-verified literature review (lib/ai/prompt.ts), and document the full
plan + bibliography in docs/questionnaire-research.md.

Landed in this pass:
- Prediction-vs-judgment split per workflow step (Agrawal/Gans/Goldfarb 2018) —
  the most actionable suitability lens, beyond the existing three frameworks.
- Ground-truth consensus probe in the Data phase (Lebovitz et al., MISQ 2021) —
  a feasibility blocker the prior SML "labeled data" framing hid.
- Quantified baseline quad before advancing a task (volume×freq / time / cost-FTE
  / rework rate) so downstream prioritization isn't starved (McKinsey 2026).
- Day Reconstruction Method for time use, replacing the biased "typical day"
  global estimate (Kahneman 2004; Kan & Pudney 2008; Belli 2000).
- MUST-probe-on-vagueness + idiographic-probe default + a probe cap, since
  under-probing is the dominant AI-interviewer failure (Wuttke 2024; Jacobsen
  2025; Xiao 2020).
- Lightweight leadership-sponsorship + change-history signals in Context
  (Jöhnk 2021; MIT-BCG 2020).
- Question-form anti-pattern rewrites (Zaremba & Liaskos, IEEE RE'21).

The agent still only records signals; it does not score suitability (the
consultant does, in phases 5-10). Deferred lower-ROI items + the verified
bibliography (51 sources, 0 fabricated; 14 metadata corrections applied) are in
the doc for you + CC to pick from. No prod/DB impact. tsc + eslint clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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