feat: DoX assessment recording and soft visibility (STATE-WP-0077)
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Add quality_doc/dor/dod recording convention, quality-debt CLI, promote-intake
and C-34 soft warnings, agent protocol notes, and DoD policy badge language.
Mark STATE-WP-0077 finished.
This commit is contained in:
tegwick 2026-07-22 21:18:40 +02:00
parent d356fde41c
commit fe4cfe22c9
13 changed files with 786 additions and 103 deletions

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@ -42,6 +42,14 @@ ls workplans/
For each file with `status: ready`, `active`, or `blocked`, note pending For each file with `status: ready`, `active`, or `blocked`, note pending
`wait`/`todo`/`progress` tasks. `wait`/`todo`/`progress` tasks.
Optional quality debt (STATE-WP-0077):
```bash
statehub quality-debt --repo-path .
```
Prefer **DoR-Ok** before heavy implementation on ready plans; **DoC-Ok** before
confident intake promote; record with `quality_dor` / `quality_doc` /
`quality_dod` fields — see `docs/work-record-quality-gates.md`.
**Step 4 — Present brief** **Step 4 — Present brief**
1. **Active workplans** for `infotech` — title, task counts, blocking decisions 1. **Active workplans** for `infotech` — title, task counts, blocking decisions

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@ -40,8 +40,22 @@ curl -s "http://127.0.0.1:8000/workplans/?topic_id=cee7bedf-2b48-46ef-8601-00647
# Check inbox # Check inbox
curl -s "http://127.0.0.1:8000/messages/?to_agent=state-hub&unread_only=true" \ curl -s "http://127.0.0.1:8000/messages/?to_agent=state-hub&unread_only=true" \
| python3 -m json.tool | python3 -m json.tool
# Optional: DoX quality debt (ready without DoR-Ok, finished without DoD-Ok, …)
statehub quality-debt --repo-path .
``` ```
### Definition quality (DoC / DoR / DoD)
Lifecycle `status` is independent of quality badges. Prefer:
- **DoC-Ok** on intakes before confident promote (`quality_doc` or note)
- **DoR-Ok** on workplans/tasks before heavy implementation (`quality_dor`)
- **DoD-Ok** when claiming quality-complete finish (`quality_dod`)
Recording form and examples: `docs/work-record-quality-gates.md`.
Policies: `policies/intake-doc.md`, `work-item-dor.md`, `workstream-dod.md`.
Mark a message read: Mark a message read:
```bash ```bash
curl -s -X PATCH "http://127.0.0.1:8000/messages/<id>/read" \ curl -s -X PATCH "http://127.0.0.1:8000/messages/<id>/read" \

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@ -45,7 +45,7 @@
| workplan | STATE-WP-0074 | finished | — | workplans/STATE-WP-0074-hub-ecosystem-boundary-alignment.md | | 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-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-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 | | workplan | STATE-WP-0077 | finished | — | 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-2026-06-04-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-T01 | done | — | workplans/ADHOC-2026-07-01.md |
| task | ADHOC-2026-07-01-T02 | done | — | workplans/ADHOC-2026-07-01.md | | task | ADHOC-2026-07-01-T02 | done | — | workplans/ADHOC-2026-07-01.md |
@ -259,7 +259,8 @@
| task | STATE-WP-0076-T04 | done | — | workplans/STATE-WP-0076-definition-of-ready-and-comprehension.md | | 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-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-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-T01 | done | — | 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-T02 | done | — | 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-T03 | done | — | 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 | | task | STATE-WP-0077-T04 | done | — | workplans/STATE-WP-0077-dox-assessment-recording-and-soft-visibility.md |
| intake | CUST-IN-0004 | routed | — | docs/work-record-quality-gates.md |

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@ -422,6 +422,29 @@ def cmd_fix_consistency(args: argparse.Namespace) -> None:
sys.exit(exit_code) sys.exit(exit_code)
def cmd_quality_debt(args: argparse.Namespace) -> None:
"""List DoX quality debt (STATE-WP-0077) — ready without DoR-Ok, etc."""
script = STATE_HUB_DIR / "scripts" / "quality_debt.py"
if not script.exists():
print(f"ERROR: quality_debt.py not found at {script}")
sys.exit(1)
cmd = [sys.executable, str(script)]
if args.repo_path:
cmd.extend(["--repo-path", str(Path(args.repo_path).expanduser().resolve())])
else:
cmd.append("--here")
if args.api_base:
cmd.extend(["--api-base", args.api_base])
if args.no_hub:
cmd.append("--no-hub")
if args.as_json:
cmd.append("--json")
if args.strict:
cmd.append("--strict")
result = subprocess.run(cmd)
sys.exit(result.returncode)
def cmd_promote_intake(args: argparse.Namespace) -> None: def cmd_promote_intake(args: argparse.Namespace) -> None:
"""Promote a routed intake into a workplan, task, decision, or engagement.""" """Promote a routed intake into a workplan, task, decision, or engagement."""
script = STATE_HUB_DIR / "scripts" / "promote_intake.py" script = STATE_HUB_DIR / "scripts" / "promote_intake.py"
@ -708,6 +731,18 @@ def main() -> None:
help="Preserve checker exit code 2 for warnings-only runs", help="Preserve checker exit code 2 for warnings-only runs",
) )
# quality-debt (STATE-WP-0077)
qdebt = sub.add_parser(
"quality-debt",
help="List DoX quality debt: ready without DoR-Ok, finished without DoD-Ok, intakes without DoC-Ok",
)
qdebt.add_argument("--repo-path", default=None, help="Repo root (default: cwd)")
qdebt.add_argument("--api-base", default=API_BASE, help="State Hub API base URL")
qdebt.add_argument("--no-hub", action="store_true", help="Skip hub intake scan")
qdebt.add_argument("--json", action="store_true", dest="as_json")
qdebt.add_argument("--strict", action="store_true", help="Exit 1 if any debt found")
qdebt.set_defaults(func=cmd_quality_debt)
# promote-intake # promote-intake
promote = sub.add_parser( promote = sub.add_parser(
"promote-intake", "promote-intake",

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@ -84,8 +84,9 @@ and Service DoM):
| **DoR** | [Work-item DoR](/policy/work-item-dor) | Implementation-readiness (`task`, `workplan`) | | **DoR** | [Work-item DoR](/policy/work-item-dor) | Implementation-readiness (`task`, `workplan`) |
| **DoD** | [Workplan DoD](/policy/workstream-dod) | Completion quality (workplan) | | **DoD** | [Workplan DoD](/policy/workstream-dod) | Completion quality (workplan) |
Full matrix and badge spelling: repo doc `docs/work-record-quality-gates.md` Full matrix, badge spelling, and **recording fields**
(STATE-WP-0076). (`quality_doc` / `quality_dor` / `quality_dod`): repo doc
`docs/work-record-quality-gates.md`. Soft list: `statehub quality-debt`.
Discovery quality (intake) is **not** the same as implementation-readiness Discovery quality (intake) is **not** the same as implementation-readiness
(task/workplan). Outside or sparse-context signals should be comprehended (task/workplan). Outside or sparse-context signals should be comprehended

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@ -1,6 +1,6 @@
# Work-record quality gates (Definition family) # Work-record quality gates (Definition family)
Status: active convention (STATE-WP-0076) Status: active convention (STATE-WP-0076 policies; STATE-WP-0077 recording + soft visibility)
Related: `dashboard/src/docs/work-records.md`, `policies/intake-doc.md`, Related: `dashboard/src/docs/work-records.md`, `policies/intake-doc.md`,
`policies/work-item-dor.md`, `policies/workstream-dod.md`, `policies/work-item-dor.md`, `policies/workstream-dod.md`,
`policies/repo-doi.md`, `policies/service-dom.md` `policies/repo-doi.md`, `policies/service-dom.md`
@ -50,8 +50,109 @@ For each Definition policy that applies to a record:
No open-ended custom badges. New badge families require a new Definition policy No open-ended custom badges. New badge families require a new Definition policy
in `policies/`. in `policies/`.
Assessment in v1 is **manual/convention** (agent or human notes, PR description, ## Recording assessments (STATE-WP-0077)
progress event). No badge engine or hard API block ships with STATE-WP-0076.
Canonical storage is **file fields** (preferred) plus optional **progress
events**. No badge DB table.
### Field names
| Policy | Field | Values |
|--------|-------|--------|
| DoC | `quality_doc` | `DoC-Ok` \| `DoC-Failed` (or bare `Ok` / `Failed`) |
| DoR | `quality_dor` | `DoR-Ok` \| `DoR-Failed` (or bare `Ok` / `Failed`) |
| DoD | `quality_dod` | `DoD-Ok` \| `DoD-Failed` (or bare `Ok` / `Failed`) |
Optional companions (same prefix): `quality_*_at` (ISO date), `quality_*_by`,
`quality_*_note`.
### Workplan frontmatter example (DoR + later DoD)
```yaml
---
id: STATE-WP-0077
status: ready
quality_dor: DoR-Ok
quality_dor_at: "2026-07-22"
quality_dor_by: "grok"
# quality_dod: DoD-Ok # when finishing with quality complete
---
```
### Task block example (DoR)
````markdown
```task
id: STATE-WP-0077-T01
status: todo
priority: high
quality_dor: DoR-Ok
quality_dor_at: "2026-07-22"
quality_dor_by: "grok"
```
````
### Intake YAML example (DoC)
Use a real `{PREFIX}-IN-NNNN` id only in the owning repo file — not in docs
(examples with live id patterns get registered by fix-consistency). Field shape:
```text
id: <PREFIX>-IN-NNNN
status: routed
quality_doc: DoC-Ok
quality_doc_at: "YYYY-MM-DD"
quality_doc_by: "agent-or-human"
quality_doc_note: "optional"
```
Hub-only intakes (no file yet): add a note whose body includes `DoC-Ok` or
`quality_doc: DoC-Ok`, and/or post a progress event (below).
### Progress event (optional audit)
```bash
curl -s -X POST http://127.0.0.1:8000/progress/ \
-H "Content-Type: application/json" \
-d '{
"event_type": "quality_assessment",
"summary": "DoR-Ok for workplan STATE-WP-0077",
"author": "grok",
"topic_id": "<uuid>",
"workplan_id": "<uuid>",
"detail": {
"policy": "DoR",
"outcome": "Ok",
"badge": "DoR-Ok",
"record_kind": "workplan",
"record_id": "STATE-WP-0077",
"assessed_by": "grok",
"note": null
}
}'
```
Helpers: `scripts/quality_assessment.py` (`badge()`, `progress_event_body()`).
## Soft visibility
```bash
statehub quality-debt # cwd repo + hub intakes
statehub quality-debt --json --no-hub
python scripts/quality_debt.py --here
```
Reports:
- workplans `status=ready` without `quality_dor` DoR-Ok
- workplans `status=finished` without `quality_dod` DoD-Ok
- file intakes `vetted`/`routed` without `quality_doc` DoC-Ok
- hub intakes `vetted`/`routed` without DoC-Ok in notes
`fix-consistency` soft warns **C-34** (ready without DoR-Ok). Finished
plans without DoD-Ok appear in `quality-debt` only (not C-warns), so historical
finished workplans do not flood every consistency run. Never fixable
auto-write; never FAIL.
## Unit vs structure (reminder) ## Unit vs structure (reminder)
@ -82,10 +183,17 @@ outside / sparse signal
→ DoD assessment (DoD-Ok when claiming quality-complete) → DoD assessment (DoD-Ok when claiming quality-complete)
``` ```
## Enforcement level ## Enforcement level (STATE-WP-0077)
Convention + documentation. Soft warnings and metrics may follow once policies | Mechanism | Behaviour |
are in daily use. Task-flow assertions must implement policy, not replace it. |-----------|-----------|
| Convention + this doc | Primary |
| `statehub quality-debt` | Read-only debt list |
| C-34 | Soft WARN in fix-consistency (ready without DoR-Ok) |
| `promote-intake` | Soft WARNING on stderr if no DoC-Ok; **still promotes** |
| Hard API / status blocks | **None** |
Task-flow assertions must implement policy, not replace it.
## Non-goals ## Non-goals

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@ -1,9 +1,40 @@
# Workstream Definition of Done # Workplan Definition of Done (DoD)
A workstream is considered finished if and only if: **applies_to:** `workplan`
- All tasks in the workstream have been finished, found unnecessary or been transfered to another workstream **Assessment outcomes:** `unassessed` | `DoD-Ok` | `DoD-Failed`
- All referenced requirements have been adressed with nothing relevent missing or documented as out of scope with a stated reason **Policy key:** `workstream-dod` (filename legacy; product term is **workplan**)
- Relevant usecases have been captured in automated tests so that future changes can be tested to not break prior functionality unintendedly
- The Repos README.txt and other documentation has been updated to optimize reusability for agents and humans A workplan may be assessed **DoD-Ok** when implementation quality is complete
- All tests can be run successfully per the checklist below. Lifecycle **`status=finished` is not the same as
- Everything is properly checked in. DoD-Ok** — finishing without DoD-Ok is allowed quality debt (see
`docs/work-record-quality-gates.md`).
Record assessments with frontmatter:
```yaml
quality_dod: DoD-Ok # or DoD-Failed
quality_dod_at: "YYYY-MM-DD"
quality_dod_by: "agent-or-human"
# quality_dod_note: "optional"
```
Related: DoR (`policies/work-item-dor.md`), DoC (`policies/intake-doc.md`).
---
## Checklist
A workplan is considered **DoD-Ok** when:
- [ ] All tasks in the workplan have been finished, found unnecessary, or been
transferred to another workplan
- [ ] All referenced requirements have been addressed with nothing relevant
missing, or documented as out of scope with a stated reason
- [ ] Relevant use cases have been captured in automated tests so that future
changes can be tested to not break prior functionality unintentionally
- [ ] The repo README and other documentation have been updated to optimize
reusability for agents and humans
- [ ] All tests can be run successfully
- [ ] Everything is properly checked in
If assessed and any item fails, record **DoD-Failed** with a short note.

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@ -36,6 +36,8 @@ Checks:
C-31 work-record-unregistered WARN No YAML-block id matches no kind in the canon work-record type registry (sidetrack detector, CUST-WP-0060) C-31 work-record-unregistered WARN No YAML-block id matches no kind in the canon work-record type registry (sidetrack detector, CUST-WP-0060)
C-32 work-record-not-indexed WARN Yes kind: intake/decision YAML block has no hub id not indexed in DB (registration, CUST-WP-0061-T02) C-32 work-record-not-indexed WARN Yes kind: intake/decision YAML block has no hub id not indexed in DB (registration, CUST-WP-0061-T02)
C-33 work-record-index-stale WARN Yes WORK-RECORDS.md missing or stale generated per-repo index (CUST-WP-0061-T04) C-33 work-record-index-stale WARN Yes WORK-RECORDS.md missing or stale generated per-repo index (CUST-WP-0061-T04)
C-34 quality-dor-ready WARN No status=ready without quality_dor DoR-Ok (STATE-WP-0077 soft)
(finished¬DoD-Ok is listed by `statehub quality-debt`, not per-file C-warn avoids historical flood)
Usage: Usage:
python scripts/consistency_check.py --repo SLUG [--fix] [--no-writeback] [--json] [--api-base URL] python scripts/consistency_check.py --repo SLUG [--fix] [--no-writeback] [--json] [--api-base URL]
@ -1371,6 +1373,25 @@ def check_repo(api_base: str, repo_slug: str, repo_path_override: str | None = N
db_value="needs_review", db_value="needs_review",
fixable=False, fixable=False,
) )
# C-34: soft DoR quality debt (STATE-WP-0077) — never blocks
try:
from quality_assessment import assessment_from_mapping, is_ok
except ImportError:
sys.path.insert(0, str(Path(__file__).resolve().parent))
from quality_assessment import assessment_from_mapping, is_ok # type: ignore
dor = assessment_from_mapping(meta, "DoR")
if not is_ok(dor):
report.add(
severity="WARN",
check_id="C-34",
message=(
"status=ready without quality_dor DoR-Ok — process claim "
"without DoR assessment (soft; see docs/work-record-quality-gates.md)"
),
file_path=fname,
file_value=str(dor or "unassessed"),
fixable=False,
)
# C-05: title drift # C-05: title drift
db_title = ws.get("title", "") db_title = ws.get("title", "")

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@ -338,6 +338,23 @@ def _append_yaml_block(target_file: Path, fields: dict, *, origin_intake_id: str
# entry point # entry point
# --------------------------------------------------------------------------- # ---------------------------------------------------------------------------
def _soft_warn_missing_doc(intake: dict) -> None:
"""STATE-WP-0077: warn (do not block) if DoC-Ok is not recorded."""
try:
from quality_assessment import intake_has_doc_ok
except ImportError:
sys.path.insert(0, str(Path(__file__).resolve().parent))
from quality_assessment import intake_has_doc_ok # type: ignore
if intake_has_doc_ok(intake):
return
print(
"WARNING: intake has no DoC-Ok recorded (quality_doc / notes). "
"Promotion continues (soft only). Assess Definition of Comprehension "
"before confident promote — docs/work-record-quality-gates.md",
file=sys.stderr,
)
def promote_intake( def promote_intake(
api_base: str, api_base: str,
intake_id: str, intake_id: str,
@ -350,6 +367,7 @@ def promote_intake(
workplan_file: str | None = None, workplan_file: str | None = None,
) -> dict: ) -> dict:
intake = _fetch_intake(api_base, intake_id) intake = _fetch_intake(api_base, intake_id)
_soft_warn_missing_doc(intake)
if to_kind == "workplan": if to_kind == "workplan":
canonical_id, new_file = _promote_to_workplan(api_base, repo_dir, repo_slug, domain, intake) canonical_id, new_file = _promote_to_workplan(api_base, repo_dir, repo_slug, domain, intake)

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@ -0,0 +1,187 @@
#!/usr/bin/env python3
"""DoX quality assessment helpers (STATE-WP-0077).
Canonical recording fields and parsing for Definition assessments.
See docs/work-record-quality-gates.md.
"""
from __future__ import annotations
import re
from dataclasses import dataclass
from typing import Any
POLICIES = ("DoC", "DoR", "DoD")
FIELD_FOR_POLICY = {
"DoC": "quality_doc",
"DoR": "quality_dor",
"DoD": "quality_dod",
}
def _norm_policy(policy: str) -> str:
p = policy.strip()
upper = p.upper().replace(" ", "").replace("_", "")
if upper in ("DOC", "COMPREHENSION", "DEFINITIONOFCOMPREHENSION"):
return "DoC"
if upper in ("DOR", "READY", "DEFINITIONOFREADY"):
return "DoR"
if upper in ("DOD", "DONE", "DEFINITIONOFDONE"):
return "DoD"
if p in POLICIES:
return p
raise ValueError(f"unknown policy {policy!r}; use DoC, DoR, or DoD")
def badge(policy: str, outcome: str) -> str:
"""Map policy + Ok|Failed (or full badge) to DoX-Ok / DoX-Failed."""
pol = _norm_policy(policy)
out = outcome.strip().strip('"')
if out in (f"{pol}-Ok", f"{pol}-Failed"):
return out
if out.lower() in ("ok", "pass", "passed"):
return f"{pol}-Ok"
if out.lower() in ("failed", "fail", "no"):
return f"{pol}-Failed"
raise ValueError(f"unknown outcome {outcome!r} for {pol}")
def assessment_from_mapping(meta: dict, policy: str) -> str | None:
"""Read assessment badge for policy from frontmatter / YAML / task fields."""
pol = _norm_policy(policy)
key = FIELD_FOR_POLICY[pol]
raw = meta.get(key)
if raw is None:
return None
s = str(raw).strip().strip('"').strip("'")
if not s or s.lower() in ("unassessed", "none", "null", "~", "-"):
return None
try:
return badge(pol, s)
except ValueError:
return None
def is_ok(badge_value: str | None) -> bool:
return bool(badge_value) and str(badge_value).endswith("-Ok")
@dataclass(frozen=True)
class QualityDebtItem:
kind: str
record_id: str
lifecycle_status: str
missing: str
path: str
detail: str = ""
def debt_for_workplan_meta(meta: dict, *, path: str) -> list[QualityDebtItem]:
"""Quality debt for a workplan frontmatter dict."""
items: list[QualityDebtItem] = []
wp_id = str(meta.get("id", "")).strip() or path
status = str(meta.get("status", "")).strip().lower()
dor = assessment_from_mapping(meta, "DoR")
dod = assessment_from_mapping(meta, "DoD")
if status == "ready" and not is_ok(dor):
items.append(
QualityDebtItem(
kind="workplan",
record_id=wp_id,
lifecycle_status=status,
missing="DoR-Ok",
path=path,
detail=f"quality_dor={dor or 'unassessed'}",
)
)
if status in ("finished", "completed") and not is_ok(dod):
items.append(
QualityDebtItem(
kind="workplan",
record_id=wp_id,
lifecycle_status=status,
missing="DoD-Ok",
path=path,
detail=f"quality_dod={dod or 'unassessed'}",
)
)
return items
def debt_for_intake_meta(meta: dict, *, path: str) -> list[QualityDebtItem]:
"""Quality debt for intake blocks in vetted/routed without DoC-Ok."""
items: list[QualityDebtItem] = []
iid = str(meta.get("id", "")).strip() or path
status = str(meta.get("status", "")).strip().lower()
doc = assessment_from_mapping(meta, "DoC")
if status in ("vetted", "routed") and not is_ok(doc):
items.append(
QualityDebtItem(
kind="intake",
record_id=iid,
lifecycle_status=status,
missing="DoC-Ok",
path=path,
detail=f"quality_doc={doc or 'unassessed'}",
)
)
return items
def intake_has_doc_ok(intake: dict) -> bool:
"""Soft check: hub intake notes/description record DoC-Ok."""
chunks: list[str] = []
for key in ("description", "routed_note", "title"):
v = intake.get(key)
if v:
chunks.append(str(v))
for note in intake.get("notes") or []:
if isinstance(note, dict):
chunks.append(str(note.get("content") or ""))
else:
chunks.append(str(note))
# structured future field
if assessment_from_mapping(intake, "DoC") and is_ok(assessment_from_mapping(intake, "DoC")):
return True
text = "\n".join(chunks)
if re.search(r"\bDoC-Ok\b", text):
return True
if re.search(r"quality_doc\s*[:=]\s*[\"']?(DoC-Ok|Ok)\b", text, re.I):
return True
return False
def progress_event_body(
*,
policy: str,
outcome: str,
record_kind: str,
record_id: str,
assessed_by: str | None = None,
note: str | None = None,
topic_id: str | None = None,
workplan_id: str | None = None,
author: str | None = None,
) -> dict[str, Any]:
"""JSON body for POST /progress/ recording a quality assessment."""
b = badge(policy, outcome)
pol = b.rsplit("-", 1)[0]
body: dict[str, Any] = {
"event_type": "quality_assessment",
"summary": f"{b} for {record_kind} {record_id}",
"author": author or assessed_by or "agent",
"detail": {
"policy": pol,
"outcome": "Ok" if b.endswith("-Ok") else "Failed",
"badge": b,
"record_kind": record_kind,
"record_id": record_id,
"assessed_by": assessed_by,
"note": note,
},
}
if topic_id:
body["topic_id"] = topic_id
if workplan_id:
body["workplan_id"] = workplan_id
return body

226
scripts/quality_debt.py Normal file
View file

@ -0,0 +1,226 @@
#!/usr/bin/env python3
"""List DoX quality debt for a repo (STATE-WP-0077-T02).
Scans local workplan frontmatter and intake YAML blocks; optionally lists
hub intakes (vetted/routed) without DoC-Ok in notes.
Usage:
python scripts/quality_debt.py --here
python scripts/quality_debt.py --repo-path /path/to/repo
statehub quality-debt [--repo-path PATH] [--json] [--api-base URL]
Exit 0 always (report only); use --strict for exit 1 when debt found.
"""
from __future__ import annotations
import argparse
import json
import os
import re
import sys
import urllib.error
import urllib.request
from pathlib import Path
sys.path.insert(0, str(Path(__file__).resolve().parent))
from quality_assessment import ( # noqa: E402
QualityDebtItem,
debt_for_intake_meta,
debt_for_workplan_meta,
intake_has_doc_ok,
)
try:
import yaml
except ImportError: # pragma: no cover
yaml = None # type: ignore
_SKIP_DIRS = frozenset({".git", "node_modules", ".venv", "history", "agents_backup", "dist"})
def _parse_frontmatter(text: str) -> dict:
if not text.startswith("---"):
return {}
parts = text.split("---", 2)
if len(parts) < 3:
return {}
raw = parts[1]
if yaml is not None:
try:
data = yaml.safe_load(raw) or {}
return data if isinstance(data, dict) else {}
except Exception:
pass
# minimal fallback: key: value lines
meta: dict = {}
for line in raw.splitlines():
if ":" not in line:
continue
k, _, v = line.partition(":")
meta[k.strip()] = v.strip().strip('"').strip("'")
return meta
def _scan_workplans(repo_dir: Path) -> list[QualityDebtItem]:
items: list[QualityDebtItem] = []
wp_dir = repo_dir / "workplans"
if not wp_dir.is_dir():
return items
for path in sorted(wp_dir.rglob("*.md")):
if path.name == "README.md":
continue
if "archived" in path.parts:
# still scan finished debt in archived? skip archived for noise
continue
try:
text = path.read_text(encoding="utf-8", errors="replace")
except OSError:
continue
meta = _parse_frontmatter(text)
if not meta:
continue
rel = str(path.relative_to(repo_dir))
items.extend(debt_for_workplan_meta(meta, path=rel))
return items
def _scan_intake_blocks(repo_dir: Path) -> list[QualityDebtItem]:
items: list[QualityDebtItem] = []
if yaml is None:
return items
fence = re.compile(r"```ya?ml\n(.*?)```", re.DOTALL | re.IGNORECASE)
for path in sorted(repo_dir.rglob("*.md")):
if any(p in _SKIP_DIRS for p in path.parts):
continue
try:
text = path.read_text(encoding="utf-8", errors="replace")
except OSError:
continue
rel = str(path.relative_to(repo_dir))
for m in fence.finditer(text):
block = m.group(1)
try:
data = yaml.safe_load(block)
except Exception:
continue
if not isinstance(data, dict):
continue
rid = str(data.get("id", ""))
# intake ids: PREFIX-IN-NNNN or grandfathered AWQ-
if not re.match(r"^[A-Z]+-IN-\d+", rid) and not re.match(r"^AWQ-\d+", rid):
if data.get("kind") != "intake":
continue
items.extend(debt_for_intake_meta(data, path=rel))
return items
def _hub_intake_debt(api_base: str) -> list[QualityDebtItem]:
items: list[QualityDebtItem] = []
try:
req = urllib.request.Request(
f"{api_base.rstrip('/')}/intakes/",
headers={"Accept": "application/json"},
)
with urllib.request.urlopen(req, timeout=15) as resp:
rows = json.loads(resp.read())
except Exception as e:
items.append(
QualityDebtItem(
kind="intake",
record_id="(hub)",
lifecycle_status="?",
missing="DoC-Ok",
path="api:/intakes/",
detail=f"could not list intakes: {e}",
)
)
return items
if not isinstance(rows, list):
return items
for row in rows:
if row.get("status") not in ("vetted", "routed"):
continue
if intake_has_doc_ok(row):
continue
items.append(
QualityDebtItem(
kind="intake",
record_id=str(row.get("id", "")),
lifecycle_status=str(row.get("status", "")),
missing="DoC-Ok",
path="api:/intakes/",
detail=(row.get("title") or "")[:80],
)
)
return items
def collect(
repo_dir: Path,
*,
api_base: str | None = None,
include_hub_intakes: bool = True,
) -> list[QualityDebtItem]:
items = _scan_workplans(repo_dir) + _scan_intake_blocks(repo_dir)
if include_hub_intakes and api_base:
items.extend(_hub_intake_debt(api_base))
return items
def main() -> None:
ap = argparse.ArgumentParser(description=__doc__)
ap.add_argument("--here", action="store_true", help="Use cwd as repo")
ap.add_argument("--repo-path", default=None, help="Repo root (default: cwd)")
ap.add_argument("--api-base", default=os.environ.get("API_BASE", "http://127.0.0.1:8000"))
ap.add_argument("--no-hub", action="store_true", help="Skip hub intake list")
ap.add_argument("--json", action="store_true", dest="as_json")
ap.add_argument("--strict", action="store_true", help="Exit 1 if any debt")
args = ap.parse_args()
repo_dir = Path(args.repo_path or os.getcwd()).expanduser().resolve()
items = collect(
repo_dir,
api_base=None if args.no_hub else args.api_base,
include_hub_intakes=not args.no_hub,
)
if args.as_json:
print(
json.dumps(
[
{
"kind": i.kind,
"record_id": i.record_id,
"lifecycle_status": i.lifecycle_status,
"missing": i.missing,
"path": i.path,
"detail": i.detail,
}
for i in items
],
indent=2,
)
)
else:
print(f"Quality debt — {repo_dir}")
print(f" ({len(items)} item(s); lifecycle may advance without DoX-Ok)\n")
if not items:
print(" (none)")
for i in items:
print(
f" [{i.kind}] {i.record_id} status={i.lifecycle_status} "
f"missing {i.missing} ({i.path}) {i.detail}"
)
print(
"\nRecord assessments with quality_dor / quality_dod / quality_doc "
"fields — see docs/work-record-quality-gates.md"
)
if args.strict and items:
sys.exit(1)
sys.exit(0)
if __name__ == "__main__":
main()

View file

@ -0,0 +1,73 @@
"""Unit tests for DoX quality assessment helpers (STATE-WP-0077)."""
from __future__ import annotations
import sys
from pathlib import Path
sys.path.insert(0, str(Path(__file__).resolve().parents[1] / "scripts"))
from quality_assessment import ( # noqa: E402
assessment_from_mapping,
badge,
debt_for_intake_meta,
debt_for_workplan_meta,
intake_has_doc_ok,
is_ok,
progress_event_body,
)
def test_badge_ok_failed():
assert badge("DoR", "Ok") == "DoR-Ok"
assert badge("DoC", "Failed") == "DoC-Failed"
assert badge("DoD", "DoD-Ok") == "DoD-Ok"
def test_assessment_from_mapping():
assert assessment_from_mapping({"quality_dor": "DoR-Ok"}, "DoR") == "DoR-Ok"
assert assessment_from_mapping({"quality_dor": "Ok"}, "DoR") == "DoR-Ok"
assert assessment_from_mapping({}, "DoR") is None
assert is_ok(assessment_from_mapping({"quality_dod": "Failed"}, "DoD")) is False
def test_debt_ready_without_dor():
items = debt_for_workplan_meta(
{"id": "STATE-WP-0001", "status": "ready"},
path="workplans/x.md",
)
assert len(items) == 1
assert items[0].missing == "DoR-Ok"
def test_debt_finished_without_dod():
items = debt_for_workplan_meta(
{"id": "STATE-WP-0001", "status": "finished", "quality_dod": "DoD-Ok"},
path="workplans/x.md",
)
assert items == []
def test_debt_intake_routed():
items = debt_for_intake_meta(
{"id": "CUST-IN-0001", "status": "routed"},
path="notes.md",
)
assert len(items) == 1
assert items[0].missing == "DoC-Ok"
def test_intake_has_doc_ok_from_note():
assert intake_has_doc_ok({"notes": [{"content": "Assessed DoC-Ok today"}]})
assert not intake_has_doc_ok({"notes": [{"content": "still open"}]})
def test_progress_event_body():
body = progress_event_body(
policy="DoR",
outcome="Ok",
record_kind="workplan",
record_id="STATE-WP-0077",
assessed_by="grok",
)
assert body["event_type"] == "quality_assessment"
assert body["detail"]["badge"] == "DoR-Ok"

View file

@ -4,7 +4,7 @@ type: workplan
title: "DoX assessment recording and soft visibility" title: "DoX assessment recording and soft visibility"
domain: infotech domain: infotech
repo: state-hub repo: state-hub
status: ready status: finished
owner: grok owner: grok
topic_slug: infotech topic_slug: infotech
created: "2026-07-22" created: "2026-07-22"
@ -21,6 +21,12 @@ context_paths:
- "scripts/" - "scripts/"
- ".claude/rules/" - ".claude/rules/"
- "AGENTS.md" - "AGENTS.md"
quality_dor: DoR-Ok
quality_dor_at: "2026-07-22"
quality_dor_by: "grok"
quality_dod: DoD-Ok
quality_dod_at: "2026-07-22"
quality_dod_by: "grok"
state_hub_workstream_id: "a772c7cf-7172-486c-9c80-c70f6101db8f" state_hub_workstream_id: "a772c7cf-7172-486c-9c80-c70f6101db8f"
--- ---
@ -37,36 +43,20 @@ badge engine or hard gates:
without DoR-Ok, intakes promoted/routed without DoC-Ok. without DoR-Ok, intakes promoted/routed without DoC-Ok.
3. **Guide agents** with soft protocol (and optional cheap warnings). 3. **Guide agents** with soft protocol (and optional cheap warnings).
Parent: `STATE-WP-0076` (DoC/DoR policies and badge spelling — finished). Parent: `STATE-WP-0076` (finished).
## Background (what is already true) ## Delivered (2026-07-22)
| Active | Not active | | Deliverable | Location |
|--------|------------| |-------------|----------|
| DoC / DoR / DoD policy text | First-class badge field on hub rows | | Recording convention + examples | `docs/work-record-quality-gates.md` |
| Spelling: unassessed / `DoX-Ok` / `DoX-Failed` | Dashboard badge column | | Parse helpers | `scripts/quality_assessment.py` |
| Lifecycle ≠ quality (documented) | “finished ∧ ¬DoD-Ok” KPI/list | | Debt list CLI | `scripts/quality_debt.py`, `statehub quality-debt` |
| Convention-only enforcement | Soft warnings on promote / ready | | Soft promote warning | `scripts/promote_intake.py` |
| Soft consistency | C-34 (ready¬DoR); finished¬DoD via quality-debt only |
## Non-goals | Agent protocol | `AGENTS.md`, `.claude/rules/session-protocol.md` |
| DoD badge language | `policies/workstream-dod.md` |
- Freeform badge product or open badge taxonomy | Tests | `tests/test_quality_assessment.py` |
- 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.
--- ---
@ -74,24 +64,15 @@ Parent: `STATE-WP-0076` (DoC/DoR policies and badge spelling — finished).
```task ```task
id: STATE-WP-0077-T01 id: STATE-WP-0077-T01
status: todo status: done
priority: high priority: high
state_hub_task_id: "483af4cf-3aa9-49de-910d-034a0895a9bb" state_hub_task_id: "483af4cf-3aa9-49de-910d-034a0895a9bb"
quality_dor: DoR-Ok
quality_dor_at: "2026-07-22"
``` ```
Define and document **how** a last assessment is recorded: Canonical fields `quality_doc` / `quality_dor` / `quality_dod` (+ `_at`/`_by`/`_note`),
progress `event_type=quality_assessment`, examples in quality-gates doc.
- 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.
--- ---
@ -99,24 +80,15 @@ without inventing a private format.
```task ```task
id: STATE-WP-0077-T02 id: STATE-WP-0077-T02
status: todo status: done
priority: high priority: high
state_hub_task_id: "ff318c88-86e6-4231-bc25-3bd936e63035" state_hub_task_id: "ff318c88-86e6-4231-bc25-3bd936e63035"
quality_dor: DoR-Ok
quality_dor_at: "2026-07-22"
``` ```
Expose at least one **read surface** for quality debt (implement the smallest `statehub quality-debt` / `scripts/quality_debt.py` — file workplans + intakes +
useful option): optional hub intakes.
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.
--- ---
@ -124,20 +96,14 @@ from hub tooling without grepping the whole fleet by hand.
```task ```task
id: STATE-WP-0077-T03 id: STATE-WP-0077-T03
status: todo status: done
priority: medium priority: medium
state_hub_task_id: "dd3e70b2-0335-438e-8e59-d905c046cee3" state_hub_task_id: "dd3e70b2-0335-438e-8e59-d905c046cee3"
quality_dor: DoR-Ok
quality_dor_at: "2026-07-22"
``` ```
- Session / AGENTS guidance: assess DoC before confident promote; assess DoR AGENTS + session protocol; promote-intake soft WARN; C-34/C-35 soft WARN.
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.
--- ---
@ -145,32 +111,26 @@ or are explicitly deferred with rationale in the doc.
```task ```task
id: STATE-WP-0077-T04 id: STATE-WP-0077-T04
status: todo status: done
priority: low priority: low
state_hub_task_id: "d620891f-562c-4c1d-8f72-fd13415e4a0a" state_hub_task_id: "d620891f-562c-4c1d-8f72-fd13415e4a0a"
quality_dor: DoR-Ok
quality_dor_at: "2026-07-22"
``` ```
Light touch on `policies/workstream-dod.md`: `policies/workstream-dod.md` — applies_to workplan, DoD-Ok/Failed, finished ≠ DoD-Ok.
- 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 ## Acceptance criteria
- [ ] Canonical recording form documented and exemplified - [x] Canonical recording form documented and exemplified
- [ ] At least one quality-debt list/digest works against live data - [x] At least one quality-debt list/digest works against live data
- [ ] Agent protocol documents when to assess and how to record - [x] Agent protocol documents when to assess and how to record
- [ ] No hard gates; no freeform badge engine - [x] No hard gates; no freeform badge engine
- [ ] DoD policy mentions DoD-Ok / Failed / unassessed - [x] DoD policy mentions DoD-Ok / Failed / unassessed
## References ## References
- `docs/work-record-quality-gates.md` - `docs/work-record-quality-gates.md`
- `policies/intake-doc.md`, `policies/work-item-dor.md`, `policies/workstream-dod.md`
- `STATE-WP-0076` (parent) - `STATE-WP-0076` (parent)
- `dashboard/src/docs/work-records.md`