kaizen-agentic/workplans/KAIZEN-WP-0005-adoption-parity.md

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---
id: KAIZEN-WP-0005
type: workplan
title: "Adoption Polish and Fleet Parity (v1.2.0)"
domain: agents
repo: kaizen-agentic
status: finished
owner: kaizen-agentic
topic_slug: custodian
state_hub_workstream_id: 88c7b3e6-be98-480c-b47b-936e74a1a31b
created: "2026-06-16"
updated: "2026-06-17"
tasks:
- id: T01
title: Configure PACKAGE_USER and PACKAGE_TOKEN in Gitea
status: done
state_hub_task_id: 1fb6b04e-0854-4cc9-83c7-5abf85fe5bff
- id: T02
title: Smoke-test publish-python-package workflow
status: done
state_hub_task_id: bdb9e463-bdfb-405c-afc4-e93a7d58a18b
- id: T03
title: Add pre-tag release checklist to PACKAGE_RELEASE.md
status: done
state_hub_task_id: 6a2132e7-8b3f-4960-a5e8-85bad81e8b13
- id: T04
title: Update HELLO_WORLD_TUTORIAL.md Gitea install paths
status: done
state_hub_task_id: 553cba3a-dafa-483a-9200-70ac3f5eb2d7
- id: T05
title: Update CLI_CHEAT_SHEET.md Gitea install paths
status: done
state_hub_task_id: 7e6663a5-fedf-4b1c-acd9-6df6b43d8a12
- id: T06
title: Update AGENT_DISTRIBUTION.md Gitea install paths
status: done
state_hub_task_id: fe553788-357f-45c4-8400-f764f68c1cde
- id: T07
title: Update Makefile agents-* install fallback messages
status: done
state_hub_task_id: b131ff67-fe21-4d95-904b-6a0b916c5502
- id: T08
title: Cross-link CONTRIBUTING.md with PACKAGE_RELEASE.md
status: done
state_hub_task_id: 07dd4d25-250c-455c-8363-49269d2ee59f
- id: T09
title: Add make agents-sync-package target
status: done
state_hub_task_id: 7437cedd-5f7e-4c4d-9142-4f67470c9e52
- id: T10
title: Add release-check parity test agents vs data/agents
status: done
state_hub_task_id: ddbe2114-7a47-48fd-a145-b22dca2b581a
- id: T11
title: Refresh SCOPE.md agent-count notes
status: done
state_hub_task_id: 5417524f-03c0-40ed-a48b-a7906e6daf8f
- id: T12
title: Refresh TODO.md for v1.2.0
status: done
state_hub_task_id: 5cfad56c-2664-4b2d-b5f9-4792c958c9a2
- id: T13
title: Open CHANGELOG Unreleased for v1.2.0
status: done
state_hub_task_id: fbca9be4-3d2b-4989-baaf-97e6926bdc66
- id: T14
title: Add flake8 to Gitea CI workflow
status: done
state_hub_task_id: a6966cfa-ca59-4087-8989-2870dc69b13f
- id: T15
title: Document activity-core ActivityDefinition registration handoff
status: done
state_hub_task_id: fbf3f1a8-4818-473e-ae0d-cd80118e5319
- id: T16
title: Verify bidirectional Helix correlation doc link
status: done
state_hub_task_id: 37679ce7-dcb6-42a4-820d-cf8b32c2a248
state_hub_workstream_id: "88c7b3e6-be98-480c-b47b-936e74a1a31b"
---
# KAIZEN-WP-0005 — Adoption Polish and Fleet Parity
**Status:** finished
**Owner:** kaizen-agentic
**Repo:** kaizen-agentic
**Target version:** 1.2.0
**Depends on:** WP-0001 (v1.1.0 ship), WP-0004 (ecosystem integration docs)
## Goal
Close adoption gaps after the v1.1.0 release: verify the Gitea publish pipeline,
align all install documentation with the Coulomb registry, enforce packaged-agent
parity with `agents/`, and harden CI so v1.2.0 ships with confidence.
WP-0001 through WP-0004 delivered features; WP-0005 makes them **discoverable,
installable, and maintainable** for ecosystem consumers.
---
## Part 1 — Publish Pipeline Verification
Confirm tag-triggered publication works end-to-end before the v1.2.0 cut.
### Tasks
- [x] T01 — Configure `PACKAGE_USER` (`tegwick`) and `PACKAGE_TOKEN` (OpenBao `inter-hub-pkg-rep` token) in Gitea
- [x] T02 — Smoke-test `.gitea/workflows/publish-python-package.yml` via `workflow_dispatch` (auth OK; 409 on re-upload of 1.1.0)
- [x] T03 — Add pre-tag release checklist to `docs/PACKAGE_RELEASE.md` (secrets, `make package-check`, tag format)
### Definition of done
- Publish workflow succeeds without manual `twine upload`
- `docs/PACKAGE_RELEASE.md` documents the full operator path
---
## Part 2 — Install Documentation Sync
Several docs still show bare `pip install kaizen-agentic` (pre-Gitea registry).
### Tasks
- [x] T04 — Update `docs/HELLO_WORLD_TUTORIAL.md` install sections (Gitea extra index + pipx)
- [x] T05 — Update `docs/CLI_CHEAT_SHEET.md` install sections
- [x] T06 — Update `docs/AGENT_DISTRIBUTION.md` install and distribution sections
- [x] T07 — Update Makefile `agents-*` fallback messages to point at dev install or `PACKAGE_RELEASE.md`
- [x] T08 — Cross-link `CONTRIBUTING.md` post-pull reinstall with `docs/PACKAGE_RELEASE.md`
### Definition of done
- No consumer-facing doc implies public pypi.org is the primary install path
- All install examples use env-var credentials (no committed tokens)
---
## Part 3 — Packaged Fleet Parity
Ensure `pip install` ships the same agent fleet as `agents/`.
### Tasks
- [x] T09 — Add `make agents-sync-package` (copy `agents/agent-*.md``data/agents/`) with dry-run mode
- [x] T10 — Add pytest or `release-check` step verifying `agents/` and `data/agents/` file sets match
- [x] T11 — Refresh `SCOPE.md` notes and agent-count references (currently stale at 16 vs 20)
### Definition of done
- `make release-check` fails when packaged agents drift from source
- Wheel contents match canonical `agents/` directory
---
## Part 4 — Release Hygiene and CI
Prepare v1.2.0 versioning and strengthen automated gates.
### Tasks
- [x] T12 — Refresh `TODO.md`: archive 1.1.0 items, point `[Unreleased]` at this workplan
- [x] T13 — Open `CHANGELOG.md` `[Unreleased]` section for v1.2.0 tracking
- [x] T14 — Extend `.gitea/workflows/ci.yml` with flake8 (`release-check` lint subset on `src/`)
### Definition of done
- `TODO.md` reflects current vibe-coding state only
- CI catches lint regressions before merge
---
## Part 5 — Ecosystem Handoff (coordination)
Cross-repo follow-through from WP-0004; no foreign code in this repo.
### Tasks
- [x] T15 — Document activity-core ActivityDefinition registration steps in `docs/INTEGRATION_PATTERNS.md` (handoff checklist for activity-core owners)
- [x] T16 — Verify bidirectional Helix correlation doc link with agentic-resources (reciprocal link added in `DESIGN-session-memory.md` §11)
### Definition of done
- Operators know how to activate the three ActivityDefinitions committed under `docs/integrations/activity-definitions/`
- Helix correlation is linked from both repos
---
## Sequencing
```
Part 1 (T01T03) ──→ can run in parallel with Part 2
Part 2 (T04T08) ──→ Part 4 (T12T13) doc hygiene
Part 3 (T09T11) ──→ gates v1.2.0 tag
Part 4 (T14) ──→ before v1.2.0 merge freeze
Part 5 (T15T16) ──→ non-blocking; parallel with Parts 24
```
Estimated effort: 24 sessions.
---
## Out of Scope
- Public pypi.org publication (optional; Gitea registry remains primary)
- Interactive agent selection wizard (defer to WP-0006)
- Full `KaizenAgentTemplate.md` schema enforcement in `validate` (defer to WP-0006)
- Automated documentation generation from agent metadata
- Owning activity-core, agentic-resources, or artifact-store code
---
## Success Criteria
1. Tag `v1.2.0` triggers Gitea PyPI publish without manual intervention.
2. A new consumer can install from docs alone (no tribal knowledge about extra index).
3. Packaged wheel agent fleet cannot drift silently from `agents/`.
4. WP-0004 ecosystem artifacts have clear operator handoff paths.
---
## Completion
**Shipped:** v1.2.0 on 2026-06-16
| Milestone | Detail |
|-----------|--------|
| Release commit | `297afed` — adoption polish and publish pipeline |
| Tag | `v1.2.0` pushed to Gitea |
| Publish | Gitea Actions run **3044**`kaizen_agentic-1.2.0` wheel + sdist uploaded |
| Publish auth | `PACKAGE_USER=tegwick`, token from OpenBao `inter-hub-pkg-rep` |
| Helix handoff | Reciprocal link in `agentic-resources/docs/DESIGN-session-memory.md` §11 |
All 16 tasks complete. Deferred items (agent wizard, template validation, doc generation)
tracked for **WP-0006** (v1.3.0).
---
## State Hub Task IDs
| Code | UUID |
|------|------|
| T01 | 1fb6b04e-0854-4cc9-83c7-5abf85fe5bff |
| T02 | bdb9e463-bdfb-405c-afc4-e93a7d58a18b |
| T03 | 6a2132e7-8b3f-4960-a5e8-85bad81e8b13 |
| T04 | 553cba3a-dafa-483a-9200-70ac3f5eb2d7 |
| T05 | 7e6663a5-fedf-4b1c-acd9-6df6b43d8a12 |
| T06 | fe553788-357f-45c4-8400-f764f68c1cde |
| T07 | b131ff67-fe21-4d95-904b-6a0b916c5502 |
| T08 | 07dd4d25-250c-455c-8363-49269d2ee59f |
| T09 | 7437cedd-5f7e-4c4d-9142-4f67470c9e52 |
| T10 | ddbe2114-7a47-48fd-a145-b22dca2b581a |
| T11 | 5417524f-03c0-40ed-a48b-a7906e6daf8f |
| T12 | 5cfad56c-2664-4b2d-b5f9-4792c958c9a2 |
| T13 | fbca9be4-3d2b-4989-baaf-97e6926bdc66 |
| T14 | a6966cfa-ca59-4087-8989-2870dc69b13f |
| T15 | fbf3f1a8-4818-473e-ae0d-cd80118e5319 |
| T16 | 37679ce7-dcb6-42a4-820d-cf8b32c2a248 |
**Hub workstream:** `kaizen-wp-0005-adoption-parity` (`88c7b3e6-be98-480c-b47b-936e74a1a31b`)
---
## Notes
- Deferred from TODO.md [1.1.0]: agent selection wizard, template schema validation,
doc generation automation → candidate **WP-0006** (v1.3.0)
- `make agents-update` updates project-installed agents via CLI; it does **not**
sync `agents/``data/agents/` — T09 addresses that gap explicitly
- Part 1 T01 requires Gitea UI access (human step); automation cannot set secrets