Update project-rules templates for workplan-first terminology (CUST-WP-0055 T01)
Add legacy terminology compatibility footnote to workplan-convention, align session-protocol and first-session with workplan-first registration, and point agents-codex at GET /workplans/ plus the fleet canon addendum.
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4 changed files with 29 additions and 17 deletions
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@ -145,7 +145,7 @@ owner: codex
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topic_slug: ...
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created: "YYYY-MM-DD"
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updated: "YYYY-MM-DD"
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state_hub_workstream_id: "<uuid>" # written by fix-consistency — do not edit (legacy name; holds the workplan id)
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state_hub_workstream_id: "<uuid>" # fix-consistency — do not edit (legacy field name; workplan UUID)
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---
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```
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@ -153,6 +153,10 @@ Use `proposed` for a new draft, `ready` after review against current repo
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state, and `finished` after implementation. `stalled` and `needs_review` are
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derived health labels, not frontmatter statuses.
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**Terminology:** workplan is the fleet term; `workstream` appears only in legacy
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API/MCP/frontmatter bridges until `STATE-WP-0069` retires them — see
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`the-custodian/canon/standards/workplan-terminology-fleet_v0.1.md`.
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**Task block format** (one per `##` section):
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```
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@ -20,14 +20,14 @@ roadmap phase. **Wait for approval before creating.**
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workplans/{WP_PREFIX}-NNNN-<slug>.md ← write this, commit it
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```
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Then register by running the consistency check — do **not** call
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`create_workplan`/`create_task` (or legacy `create_workstream`) yourself;
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manual registration duplicates what C-06 creates from the file:
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`create_workplan`/`create_task` yourself; manual registration duplicates what
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C-06 creates from the file:
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```bash
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statehub fix-consistency --repo {REPO_SLUG}
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```
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C-06 creates the hub workplan + tasks and writes `state_hub_workstream_id` /
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`state_hub_task_id` back into the file (legacy field names, kept for
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compatibility — they hold workplan/task IDs).
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C-06 creates the hub workplan + tasks and writes `state_hub_workstream_id`
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(legacy frontmatter name — holds the workplan UUID) and `state_hub_task_id`
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back into the file.
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**Step 5 — Record the setup**
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```
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@ -57,15 +57,13 @@ If no workplans: follow First Session Protocol (`first-session.md`).
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**During work:** `record_decision()` · `add_progress_event()` · `resolve_decision()`
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> State Hub is a *read model*. **Never register workplans or tasks by hand**
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> (`create_workplan`, `create_task`, or the legacy `create_workstream`) — write
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> the workplan file in `workplans/` and run `fix-consistency`; its C-06 check
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> registers the workplan and its tasks in the hub and writes the IDs back into
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> the file. Manual registration creates duplicates the moment fix-consistency
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> runs. Work structure belongs in repo files (ADR-001).
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> (`create_workplan`, `create_task`) — write the workplan file in `workplans/`
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> and run `fix-consistency`; C-06 registers the workplan and tasks and writes
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> IDs back into the file. Manual registration creates duplicates when
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> fix-consistency runs. Work structure belongs in repo files (ADR-001).
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>
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> Terminology: "workstream" is the legacy name for workplan. Some API/frontmatter
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> field names keep it for compatibility (`state_hub_workstream_id`,
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> `workstream_id` params) — treat them as workplan IDs.
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> Legacy: `create_workstream` and `/workstreams/` remain as metered aliases —
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> see `workplan-convention.md` (compatibility footnote).
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**Session close:**
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With MCP tools:
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@ -24,7 +24,7 @@ multiple planned phases into a normal workplan.
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Ecosystem todos from other agents arrive as `[repo:{REPO_SLUG}]` hub tasks —
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visible at session start. Pick one up by creating the workplan file, committing,
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and running `statehub fix-consistency` — C-06 registers the workplan in the hub.
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Never register by hand with `create_workplan`/`create_workstream`.
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Never register by hand with `create_workplan` (legacy MCP alias: `create_workstream`).
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Task blocks use this shape:
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@ -39,7 +39,17 @@ Status progression is `todo` → `progress` → `done`; use `wait` for waiting o
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blocked work and `cancel` for stopped work.
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Workplan frontmatter carries `state_hub_workstream_id` — a legacy field name
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kept for compatibility ("workstream" is the old term for workplan); it holds
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the hub workplan id and is written by fix-consistency. Do not edit or rename it.
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kept for compatibility; it holds the hub workplan UUID and is written by
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fix-consistency. Do not edit or rename it.
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### Legacy terminology (compatibility footnote)
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**Workplan** is the fleet term — see
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`the-custodian/canon/standards/workplan-terminology-fleet_v0.1.md`.
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**Workstream** is legacy only: some API routes (`/workstreams/`), params
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(`workstream_id`), MCP aliases (`create_workstream`), and the frontmatter field
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above remain until `STATE-WP-0069` retires them via legacy-meter. Treat those
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identifiers as workplan IDs. Prefer `GET /workplans/` and `workplan_id` in new
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examples and scripts.
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<!-- Ralph Loop rules and HEUREKA sequence: ~/.claude/CLAUDE.md — do not duplicate here -->
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