plan: add STATE-WP-0077 DoX assessment recording and soft visibility

Register follow-on to STATE-WP-0076: record DoX assessments, surface quality
debt, soft agent protocol, and light DoD badge wording. Hub status ready.

WORK-RECORDS.md

@@ -45,6 +45,7 @@
 | workplan | STATE-WP-0074 | finished | — | workplans/STATE-WP-0074-hub-ecosystem-boundary-alignment.md |
 | workplan | STATE-WP-0075 | finished | — | workplans/STATE-WP-0075-workstream-route-410-stranglers.md |
 | workplan | STATE-WP-0076 | finished | — | workplans/STATE-WP-0076-definition-of-ready-and-comprehension.md |
+| workplan | STATE-WP-0077 | ready | — | workplans/STATE-WP-0077-dox-assessment-recording-and-soft-visibility.md |
 | task | ADHOC-2026-06-04-T01 | done | — | workplans/ADHOC-2026-06-04.md |
 | task | ADHOC-2026-07-01-T01 | done | — | workplans/ADHOC-2026-07-01.md |
 | task | ADHOC-2026-07-01-T02 | done | — | workplans/ADHOC-2026-07-01.md |
@@ -258,3 +259,7 @@
 | task | STATE-WP-0076-T04 | done | — | workplans/STATE-WP-0076-definition-of-ready-and-comprehension.md |
 | task | STATE-WP-0076-T05 | cancel | — | workplans/STATE-WP-0076-definition-of-ready-and-comprehension.md |
 | task | STATE-WP-0076-T06 | cancel | — | workplans/STATE-WP-0076-definition-of-ready-and-comprehension.md |
+| task | STATE-WP-0077-T01 | todo | — | workplans/STATE-WP-0077-dox-assessment-recording-and-soft-visibility.md |
+| task | STATE-WP-0077-T02 | todo | — | workplans/STATE-WP-0077-dox-assessment-recording-and-soft-visibility.md |
+| task | STATE-WP-0077-T03 | todo | — | workplans/STATE-WP-0077-dox-assessment-recording-and-soft-visibility.md |
+| task | STATE-WP-0077-T04 | todo | — | workplans/STATE-WP-0077-dox-assessment-recording-and-soft-visibility.md |

workplans/STATE-WP-0077-dox-assessment-recording-and-soft-visibility.md

@@ -0,0 +1,176 @@
+---
+id: STATE-WP-0077
+type: workplan
+title: "DoX assessment recording and soft visibility"
+domain: infotech
+repo: state-hub
+status: ready
+owner: grok
+topic_slug: infotech
+created: "2026-07-22"
+updated: "2026-07-22"
+reviewed_at: "2026-07-22"
+reviewed_by: "grok"
+reviewed_against_commit: "3008d9e"
+context_paths:
+  - "docs/work-record-quality-gates.md"
+  - "policies/intake-doc.md"
+  - "policies/work-item-dor.md"
+  - "policies/workstream-dod.md"
+  - "dashboard/src/docs/work-records.md"
+  - "scripts/"
+  - ".claude/rules/"
+  - "AGENTS.md"
+state_hub_workstream_id: "a772c7cf-7172-486c-9c80-c70f6101db8f"
+---
+
+# STATE-WP-0077 — DoX assessment recording and soft visibility
+
+## Goal
+
+Make the **DoX badge convention from STATE-WP-0076 operational** without a
+badge engine or hard gates:
+
+1. **Record** last Definition assessments on work records (convention + light
+   storage).
+2. **See** quality debt: e.g. workplans `finished` without DoD-Ok, `ready`
+   without DoR-Ok, intakes promoted/routed without DoC-Ok.
+3. **Guide agents** with soft protocol (and optional cheap warnings).
+
+Parent: `STATE-WP-0076` (DoC/DoR policies and badge spelling — finished).
+
+## Background (what is already true)
+
+| Active | Not active |
+|--------|------------|
+| DoC / DoR / DoD policy text | First-class badge field on hub rows |
+| Spelling: unassessed / `DoX-Ok` / `DoX-Failed` | Dashboard badge column |
+| Lifecycle ≠ quality (documented) | “finished ∧ ¬DoD-Ok” KPI/list |
+| Convention-only enforcement | Soft warnings on promote / ready |
+
+## Non-goals
+
+- Freeform badge product or open badge taxonomy
+- Hard API 422 / blocked transitions on missing DoX-Ok
+- Full DoD rewrite (may touch only badge wording alignment)
+- New work-record kinds
+- Contribution retirement
+
+## Design constraints
+
+1. **Closed badge family only:** `DoC-Ok` / `DoC-Failed`, `DoR-Ok` /
+   `DoR-Failed`, `DoD-Ok` / `DoD-Failed`, plus unassessed; tiered DoI/DoM stay
+   on assets.
+2. **Lifecycle remains independent** — missing Ok is quality debt, not invalid
+   status.
+3. **Prefer file/progress convention over new tables** in v1; add DB only if a
+   list/KPI cannot be built otherwise.
+4. **Soft only** — warn or surface; never block promote-intake or status patch
+   in this plan.
+
+---
+
+## Task: Assessment recording convention
+
+```task
+id: STATE-WP-0077-T01
+status: todo
+priority: high
+state_hub_task_id: "483af4cf-3aa9-49de-910d-034a0895a9bb"
+```
+
+Define and document **how** a last assessment is recorded:
+
+- Target shapes (pick minimal set that works with fix-consistency / agents):
+  - workplan frontmatter and/or task block fields, and/or
+  - intake YAML / notes, and/or
+  - progress event `event_type` + `detail` (e.g. `quality_assessment`)
+- Required fields: which policy (`DoC`|`DoR`|`DoD`), outcome
+  (`Ok`|`Failed`), `assessed_at`, optional `assessed_by`, optional `note`
+- Update `docs/work-record-quality-gates.md` with the canonical recording form
+- One short example per kind (intake DoC, task/workplan DoR, workplan DoD)
+
+**Done when:** an agent can record DoR-Ok / DoC-Failed the same way every time
+without inventing a private format.
+
+---
+
+## Task: Soft visibility — quality-debt list or digest
+
+```task
+id: STATE-WP-0077-T02
+status: todo
+priority: high
+state_hub_task_id: "ff318c88-86e6-4231-bc25-3bd936e63035"
+```
+
+Expose at least one **read surface** for quality debt (implement the smallest
+useful option):
+
+Candidates (choose in implementation; document choice):
+
+- CLI or script: list workplans with `status=ready` and no DoR-Ok; `finished`
+  and no DoD-Ok; open intakes `vetted`/`routed` without DoC-Ok
+- Optional: include a slice in `GET /state/summary` or next_steps as soft
+  signals (not ranked_suggestions revival)
+- Optional light dashboard note later — not required if CLI/script is enough
+
+**Done when:** operator/agent can answer “which finished plans lack DoD-Ok?”
+from hub tooling without grepping the whole fleet by hand.
+
+---
+
+## Task: Agent protocol and soft warnings
+
+```task
+id: STATE-WP-0077-T03
+status: todo
+priority: medium
+state_hub_task_id: "dd3e70b2-0335-438e-8e59-d905c046cee3"
+```
+
+- Session / AGENTS guidance: assess DoC before confident promote; assess DoR
+  before heavy implementation; record outcome in the T01 form
+- Optional cheap soft warnings only (log/stderr/progress note — **no 422**):
+  - `promote-intake` when intake has no DoC-Ok recorded
+  - consistency warn when `status=ready` without DoR assessment metadata
+- Update quality-gates doc “Enforcement level” section to match what shipped
+
+**Done when:** default agent path records assessments; optional warnings exist
+or are explicitly deferred with rationale in the doc.
+
+---
+
+## Task: Align DoD policy wording with badge family
+
+```task
+id: STATE-WP-0077-T04
+status: todo
+priority: low
+state_hub_task_id: "d620891f-562c-4c1d-8f72-fd13415e4a0a"
+```
+
+Light touch on `policies/workstream-dod.md`:
+
+- State applies_to workplan, outcomes `DoD-Ok` / `DoD-Failed` / unassessed
+- Note lifecycle `finished` ≠ DoD-Ok
+- Do not expand DoD criteria into a large rewrite unless one-liners are broken
+
+**Done when:** DoD speaks the same assessment language as DoC/DoR.
+
+---
+
+## Acceptance criteria
+
+- [ ] Canonical recording form documented and exemplified
+- [ ] At least one quality-debt list/digest works against live data
+- [ ] Agent protocol documents when to assess and how to record
+- [ ] No hard gates; no freeform badge engine
+- [ ] DoD policy mentions DoD-Ok / Failed / unassessed
+
+## References
+
+- `docs/work-record-quality-gates.md`
+- `policies/intake-doc.md`, `policies/work-item-dor.md`, `policies/workstream-dod.md`
+- `STATE-WP-0076` (parent)
+- `dashboard/src/docs/work-records.md`