# Work-record quality gates (Definition family)

Status: active convention (STATE-WP-0076)  
Related: `dashboard/src/docs/work-records.md`, `policies/intake-doc.md`,
`policies/work-item-dor.md`, `policies/workstream-dod.md`,
`policies/repo-doi.md`, `policies/service-dom.md`

## Purpose

Define how **Definition-of-X** policies relate to work records without merging
quality into lifecycle status and without a freeform badge product.

## Definition family

| Policy | Key (API `/policy/<key>`) | Rates | Applies to |
|--------|---------------------------|-------|------------|
| **DoI** — Definition of Integrated | `repo-doi` | Repo integration maturity (tiered) | managed repos |
| **DoM** — Definition of Mature | `service-dom` | Service operability/maturity (leveled) | long-running services |
| **DoC** — Definition of Comprehension | `intake-doc` | Discovery quality | **`intake`** only |
| **DoR** — Definition of Ready | `work-item-dor` | Implementation-readiness | **`task`**, **`workplan`** (per-kind sections) |
| **DoD** — Definition of Done | `workstream-dod` | Completion quality | **workplan** (filename legacy; title is Workplan DoD) |

DoI/DoM rate **assets** (repo/service). DoC/DoR/DoD rate **work-record quality**
at discovery / ready / done. Do not mix the axes.

## Lifecycle vs assessment

| Axis | Field / surface | Meaning |
|------|-----------------|--------|
| Lifecycle | kind-specific `status` | Process position (e.g. workplan `ready`, intake `vetted`) |
| Definition assessment | convention / prose (later optional storage) | Whether a named policy was satisfied when last assessed |

These are independent:

- `status=ready` is a process claim; **DoR-Ok** means the DoR checklist passed.
- `status=finished` is a process claim; **DoD-Ok** means the DoD checklist passed.
- Counting finished workplans without DoD-Ok is a valid quality metric, not an error.

## Badge spelling (closed)

For each Definition policy that applies to a record:

| Outcome | Spelling | Meaning |
|---------|----------|---------|
| Not assessed | **unassessed** (or absent) | No assessment recorded |
| Passed | **`DoC-Ok`**, **`DoR-Ok`**, **`DoD-Ok`** | Last assessment passed |
| Failed | **`DoC-Failed`**, **`DoR-Failed`**, **`DoD-Failed`** | Assessment ran and failed |
| Tiered (DoI/DoM) | **`DoM-Ok-1`**, **`DoI-Ok-2`**, … | Level/tier met; **`DoM-Failed`** if assessed and short |

No open-ended custom badges. New badge families require a new Definition policy
in `policies/`.

Assessment in v1 is **manual/convention** (agent or human notes, PR description,
progress event). No badge engine or hard API block ships with STATE-WP-0076.

## Unit vs structure (reminder)

| Role | Kinds | Quality gates of interest |
|------|-------|---------------------------|
| Unit | task, intake, decision, … | DoC (intake); DoR (task); others later |
| Structure | workplan | DoR (plan-level); DoD (completion) |

Workplan is a work record mechanically; it is not a “large task.”

## Outside-originated profile

When signal or work originates outside structural knowledge of the owning repo
(external demand, true third-party, sparse founder/mail signal), use the
**Outside-originated** sections in DoC and DoR. Detection is by fields/tags such
as `origin`, `origin_ref`, `third-party`, `external-demand` — not by inventing a
new kind.

Pipeline (unenforceable mental model):

```text
outside / sparse signal
  → intake
  → DoC assessment (DoC-Ok before confident route/promote)
  → task / workplan
  → DoR assessment (DoR-Ok before confident implementation)
  → work
  → DoD assessment (DoD-Ok when claiming quality-complete)
```

## Enforcement level

Convention + documentation. Soft warnings and metrics may follow once policies
are in daily use. Task-flow assertions must implement policy, not replace it.

## Non-goals

- Freeform badge product
- Renaming kinds (intake→find, task→item)
- DiscoveryMap as a kind
- Enforced value-chain typing (exp→def→…→evo)
- Contribution retirement (separate)

## Dashboard

- [Intake DoC](/policy/intake-doc)
- [Work-item DoR](/policy/work-item-dor)
- [Workplan DoD](/policy/workstream-dod)
- [Repository DoI](/policy/repo-doi)
- [Service DoM](/policy/service-dom)