feat(terminology): prose sweep tool and custodian workplan cleanup (CUST-WP-0055 T04)
Add sweep_workstream_prose.py for agent-guidance files, sweep active workplan prose in-repo, tighten scan allowlist exclusions, and update ADR-001 closure protocol to workplan-first terminology.
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@ -174,17 +174,17 @@ and others as "file-authoritative."
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Rejected: introduces ambiguity about which records matter; violates the
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"single source of truth" principle.
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## Workstream Closure Protocol
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## Workplan Closure Protocol
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When a workstream is about to be marked `completed`, the responsible agent
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When a workplan is about to be marked `finished`, the responsible agent
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MUST perform a closure review before writing the status change. This prevents
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the stale-task accumulation that this ADR was designed to make detectable.
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### Steps
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1. **Query all non-done tasks** in the workstream via
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`GET /tasks/?workstream_id=<uuid>` (filter for `todo`, `in_progress`,
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`blocked`).
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1. **Query all non-done tasks** in the workplan via
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`GET /tasks/?workplan_id=<uuid>` (legacy alias: `workstream_id`; filter for
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`todo`, `in_progress`, `blocked`).
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2. **Classify each task** into one of three outcomes:
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@ -215,13 +215,13 @@ the stale-task accumulation that this ADR was designed to make detectable.
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| TASK-ID — title | CUST-WP-XXXX |
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```
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4. **If any tasks are carried forward**: do not mark the workstream
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`completed` yet. Create the new workplan file (or amend an existing active
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one), then close the current workstream.
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4. **If any tasks are carried forward**: do not mark the workplan
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`finished` yet. Create the new workplan file (or amend an existing active
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one), then close the current workplan.
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5. **Update the workplan frontmatter** `status: completed` and `updated:` date.
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5. **Update the workplan frontmatter** `status: finished` and `updated:` date.
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6. **Mark the workstream `completed`** in the state hub via MCP or API.
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6. **Mark the workplan `finished`** in the state hub via MCP or API (`update_workplan_status`).
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### Daily Stale-Task Cleanup
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@ -129,7 +129,7 @@ Bootstrap operations inherit `custodian_constitution_v0.1.md`:
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- Agent actions must be auditable and reversible within 5 minutes where they
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affect production infrastructure.
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- Runway below 3 months triggers mandatory Financial Allocator review and
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dev-hub workstream deprioritization signal (fin→dev coupling, T25).
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dev-hub workplan deprioritization signal (fin→dev coupling, T25).
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## 6. Success Criteria for Bootstrap Exit
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@ -408,7 +408,7 @@ The Canon Hub MUST remain sparse, stable, and deliberately slower-moving than op
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### Purpose
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The Dev Hub coordinates software design and implementation work across repositories, workstreams, and coding agents.
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The Dev Hub coordinates software design and implementation work across repositories, workplans, and coding agents.
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It answers:
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@ -429,7 +429,7 @@ It answers:
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### Typical Derived Views
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* workstream summaries
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* workplan summaries
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* blocker maps
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* dependency graphs
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* capability catalogs
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@ -778,7 +778,7 @@ Beyond the shared contract, each hub SHOULD expose domain-specific functions.
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Examples:
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* Dev Hub: workstreams, capabilities, decisions
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* Dev Hub: workplans, capabilities, decisions
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* Ops Hub: services, incidents, runbooks, access paths
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* Sec Hub: controls, exposures, exceptions
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* Fin Hub: budgets, commitments, runway
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