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ZO’s workflow runs in six sequential phases (seven if you count Phase 0 for research projects). Each phase ends with a gate that either auto-passes or blocks for human review.

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The six phases

1

Phase 1 — Data Review

Audit, hygiene, exclusion filters, alignment, EDA, data versioning, DataLoader implementation with per-modality augmentation. Outputs: reports/data_quality_report.md, drift baseline, src/data/.
2

Phase 2 — Feature Engineering & Selection

Classical ML: derived features (lags, rolling stats, interactions), statistical filtering, VIF pruning, domain validation. Deep Learning: input representation design, transfer learning assessment, augmentation strategy.
3

Phase 3 — Model Design

Architecture selection (with families per data type), loss function design (custom losses, regularisation, auxiliary objectives), training strategy (optimiser, LR schedule, mixed precision, gradient clipping, checkpointing).
4

Phase 4 — Training & Iteration

Baseline training, DL diagnostics (gradient flow, LR finder, activation stats), autonomous iteration loop, cross-validation, ensemble exploration. The autonomous experiment loop runs here — Model Builder proposes, Oracle validates, orchestrator decides whether to continue.
5

Phase 5 — Analysis & Validation

Explainability (SHAP, GradCAM, attention viz), domain consistency, error analysis (per-class, failure cases, bias detection), ablation studies, statistical significance, reproducibility verification.
6

Phase 6 — Packaging

Inference pipeline (ONNX/TorchScript export), model card, validation report, drift detection scaffold, test suite, research artifacts. The final delivery.
Research-mode projects add Phase 0 — Literature Review at the front: prior art survey, baseline definition, pretrained model identification.

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The three workflow modes

The orchestrator selects the right mode from the plan’s Workflow configuration section:
All six phases run with emphasis on feature engineering, statistical selection, and model comparison across algorithm families. Default for tabular data.

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Gates

Between each phase sits a gate — an explicit validation checkpoint.

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Gate types

Automated gates

Run validation programmatically: artifact presence checks, oracle threshold checks, test suite passes, schema conformance. Auto-PROCEED when all checks pass.

Blocking gates

Require explicit human approval. Default at Gate 2 (feature/representation review) and Gate 5 (model + validation report review). The session pauses; the human runs zo gates to inspect, then approves or rejects.

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Gate decisions

When a gate is reached, the orchestrator can take one of three actions:

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Gate modes

The plan or CLI sets the gate mode for the whole run:
Every gate — automated and blocking — pauses for human review. Maximum oversight. Best for the first run of a new project.
Toggle mid-session with zo gates set <mode> -p <project>.

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The autonomous experiment loop (Phase 4 only)

In auto and full-auto modes, Phase 4 runs as a closed loop:
Stop conditions (configurable via plan’s ## Experiment Loop block):
  • TARGET_HIT — best metric ≥ stop_on_tier threshold
  • BUDGET_EXHAUSTED — max_iterations reached
  • PLATEAU — last plateau_runs improvements all within plateau_epsilon
  • DEAD_END — last N hypotheses are all Jaccard-similar to an earlier experiment (Model Builder stuck rephrasing) — escalates to human
See PR-005 for why the loop heuristics default to conservative values.

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Phase artifact contracts

Each phase has required artifacts that the gate checks for. Missing any artifact = automatic gate failure with a clear message about what’s missing. Phase 6’s full set:
  • reports/data_quality_report.md (Phase 1)
  • reports/training_report.md (Phase 4)
  • reports/analysis_report.md (Phase 5)
  • reports/model_card.md (Phase 6)
  • reports/validation_report.md (Phase 6)
  • models/<project>_cnn.pt (PyTorch slim weights)
  • models/<project>_cnn.onnx (ONNX export)
  • Tests: oracle threshold + per-class floor + summary tier

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Phase snapshots

At every gate PROCEED — automated or human — the orchestrator writes a PhaseSnapshot to {memory_root}/snapshots/{phase_id}_{ISO-timestamp}.md. Markdown body + YAML frontmatter (same pattern as STATE.md). Captures: phase identity, gate decision, decisions logged during the phase, issues encountered, recent comms events. Long-running projects accumulate thousands of comms events per phase. The snapshot is a single scannable file per phase — for humans, for next-phase agents, for future dashboards.

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Next

Memory & continuity

Where phase snapshots, decisions, and priors live.

zo gates

The CLI for inspecting and toggling gate mode.