canon: resolve work-record governance packets

2026-08-22 22:35:37 +02:00 · 2026-08-22 22:35:37 +02:00 · 8bda6e28b4
commit 8bda6e28b4
parent 3db3570b93
7 changed files with 255 additions and 11 deletions
--- a/WORK-RECORDS.md
+++ b/WORK-RECORDS.md
@ -61,6 +61,7 @@
 | workplan | CUST-WP-0060 | finished | — | workplans/CUST-WP-0060-work-record-canonization.md |
 | workplan | CUST-WP-0061 | finished | — | workplans/CUST-WP-0061-work-record-stage3-intake-promotion-index.md |
 | workplan | CUST-WP-0062 | proposed | — | workplans/CUST-WP-0062-sbom-nexus-daily-catchup.md |
+| workplan | CUST-WP-0063 | finished | — | workplans/CUST-WP-0063-inbox-governance-packets.md |
 | task | ADHOC-2026-05-02-T01 | done | — | workplans/ADHOC-2026-05-02.md |
 | task | ADHOC-2026-07-02-T01 | done | — | workplans/ADHOC-2026-07-02.md |
 | task | CUST-WP-0001-T01 | done | — | workplans/CUST-WP-0001-custodian-agent-runtime.md |
@ -399,6 +400,11 @@
 | task | CUST-WP-0062-T04 | wait | — | workplans/CUST-WP-0062-sbom-nexus-daily-catchup.md |
 | task | CUST-WP-0062-T05 | wait | — | workplans/CUST-WP-0062-sbom-nexus-daily-catchup.md |
 | task | CUST-WP-0062-T06 | wait | — | workplans/CUST-WP-0062-sbom-nexus-daily-catchup.md |
+| task | CUST-WP-0063-T01 | done | — | workplans/CUST-WP-0063-inbox-governance-packets.md |
+| task | CUST-WP-0063-T02 | done | — | workplans/CUST-WP-0063-inbox-governance-packets.md |
+| task | CUST-WP-0063-T03 | done | — | workplans/CUST-WP-0063-inbox-governance-packets.md |
+| task | CUST-WP-0063-T04 | done | — | workplans/CUST-WP-0063-inbox-governance-packets.md |
+| task | CUST-WP-0063-T05 | done | — | workplans/CUST-WP-0063-inbox-governance-packets.md |
 | intake | CUST-IN-0001 | closed | green | intake-legacy-suggestions-migration.md |
 | intake | CUST-IN-0002 | closed | green | intake-legacy-suggestions-migration.md |
 | intake | CUST-IN-0003 | closed | green | intake-legacy-suggestions-migration.md |
@ -409,3 +415,5 @@
 | intake | CUST-IN-0008 | open | blue | intake-legacy-suggestions-migration.md |
 | intake | CUST-IN-0009 | open | blue | intake-legacy-suggestions-migration.md |
 | intake | CUST-IN-0010 | open | green | intake-legacy-suggestions-migration.md |
+| intake | CUST-IN-0011 | open | red | intakes.md |
+| intake | CUST-IN-0012 | open | green | intakes.md |
--- a/canon/standards/work-record-types.yaml
+++ b/canon/standards/work-record-types.yaml
@ -8,6 +8,10 @@ kinds:
    id_patterns:
      - "^[A-Z]+-WP-[0-9]{4}$"
    lifecycle: [proposed, ready, active, blocked, backlog, finished, archived]
+    legacy_patterns:
+      - pattern: "^MASON-0001$"
+        source: ops-mason bootstrap workplan created before WP infix convention
+        grandfathered: true
  - kind: task
    id_patterns:
      - "^[A-Z]+-WP-[0-9]{4}-T[0-9]{2,3}$"
@ -20,6 +24,9 @@ kinds:
      - pattern: "^[A-Z]+-WP-[0-9]{4}-LEGACY-T[0-9]{2}$"
        source: archived-workplan legacy task renumbering
        grandfathered: true
+      - pattern: "^MASON-0001-T[0-9]{2,3}$"
+        source: ops-mason bootstrap tasks created before WP infix convention
+        grandfathered: true
  - kind: intake
    id_patterns:
      - "^[A-Z]+-IN-[0-9]{4}$"
@ -49,6 +56,8 @@ kinds:
  - kind: register-entry
    id_patterns:
      - "^RISK-[0-9]{3}$"
+      - "^RISK-F-[0-9]{4}$"
+      - "^RISK-REG-[0-9]{4}$"
      - "^TD-[0-9]+$"
      - "^CAP-[0-9]+$"
      - "^CCR-[0-9]{4}-[0-9]{4}$"
@ -69,3 +78,6 @@ origin_values_recommended:
  residual: residual
  handoff: handoff
  legacy_suggestion_prefix: "legacy-suggestion:"
+identity_reconciliation:
+  repeated_same_id_same_uuid: duplicate_source_occurrence
+  repeated_same_id_different_uuid: identity_collision
--- a/canon/standards/work-record-types_v0.1.md
+++ b/canon/standards/work-record-types_v0.1.md
@ -6,7 +6,7 @@ domain: custodian
 status: active
 version: "0.1"
 created: "2026-07-20"
-updated: "2026-07-22"
+updated: "2026-08-22"
 scope: fleet
 related_workplans:
  - CUST-WP-0060
@ -58,12 +58,12 @@ attention_cost, …) extend the spine; they never replace it.

 | Kind | Id scheme | Meaning | Absorbs / legacy |
 | --- | --- | --- | --- |
-| `workplan` | `{PREFIX}-WP-NNNN` | structured, dependency-bearing body of work | — |
-| `task` | `{WP-ID}-TNN` (workplan) · `ADHOC-YYYY-MM-DD-TNN` | smallest executable unit | issue-core issues become external projections only |
+| `workplan` | `{PREFIX}-WP-NNNN` | structured, dependency-bearing body of work | `MASON-0001` (single bootstrap record, grandfathered) |
+| `task` | `{WP-ID}-TNN` (workplan) · `ADHOC-YYYY-MM-DD-TNN` | smallest executable unit | `MASON-0001-TNN` (grandfathered); issue-core issues become external projections only |
 | `intake` | `{PREFIX}-IN-NNNN` | spark: idea, finding, directive, request | hub suggestions (legacy, read-only close-out); `AWQ-NNN` (grandfathered) |
 | `decision` | `{PREFIX}-DEC-YYYY-NNN` | approval package + resolution | `DEC-YYYY-NNN` (binky, grandfathered as-is) |
 | `engagement` | `{PREFIX}-ENG-YYYY-NNN` | scheduled external interaction (counterparty, prepared material, time window) | `OH-YYYY-NNN` (grandfathered) |
-| `register-entry` | existing schemes: `RISK-NNN`, `TD-…`, `CAP-…`, `CCR-YYYY-NNNN`, `ADR-NNN` | risks, technical debt, capability requests, credential change requests, architecture decisions | unchanged semantics, brought under the spine |
+| `register-entry` | existing schemes: `RISK-NNN`, `RISK-F-NNNN`, `RISK-REG-NNNN`, `TD-…`, `CAP-…`, `CCR-YYYY-NNNN`, `ADR-NNN` | risks/findings, regulatory records, technical debt, capability requests, credential change requests, architecture decisions | unchanged semantics, brought under the spine |

 Rules:

@ -77,6 +77,13 @@ Rules:
   follows the legacy-meter discipline of
   `workplan-terminology-fleet_v0.1.md`.

+Risk Nexus findings (`RISK-F-*`) and regulatory records (`RISK-REG-*`) are
+registered as variants of `register-entry`, not as parallel work kinds. Their
+lifecycles remain owned by the register convention. `RISK-N-*` notes are
+deliberately not registered: a note has no lifecycle, so it does not meet the
+core definition of a work record. A note becomes part of the backbone only
+when an event promotes its substance into a lifecycle-bearing kind.
+
 ## Identity layering

 - **UUIDv7 is primary** for bookkeeping, relations, dependencies, and
@ -87,6 +94,11 @@ Rules:
  required reading.
 - The hub writes the UUID back into the source file at first index
  (pattern: today's `state_hub_*_id` fields).
+- A repeated source block with the same canonical id **and the same UUID** is
+  one record with duplicate source occurrences. Index it once, retain every
+  source location as diagnostic provenance, and report the duplication for
+  governed cleanup. The repetition must not mint a second record. The same
+  canonical id with different UUIDs is an identity collision and fails closed.

 ## Abstract lifecycles (canon-fixed, minimal)

--- a/intakes.md
+++ b/intakes.md
@ -0,0 +1,32 @@
+# Custodian intake records
+
+## CUST-IN-0011 — Provision a monitored external security-report Contact URI
+
+```yaml
+id: CUST-IN-0011
+kind: intake
+title: "Provision a monitored external security-report Contact URI"
+status: open
+lane: red
+priority: high
+owner: the-custodian
+tags: [needs-human, compliance-relevant]
+origin: residual
+origin_ref: CUST-WP-0063
+notes: "The minimal RFC 9116 security.txt route is approved for policy.coulomb.social/.well-known/security.txt, with reports routed privately to risk-nexus and no bounty, response-time, or safe-harbour promise. Completion requires the operator to select and provision a real monitored Contact URI; no address may be invented or published before its receiving path is verified."
+```
+
+## CUST-IN-0012 — Repair the malformed legacy inbox message identity
+
+```yaml
+id: CUST-IN-0012
+kind: intake
+title: "Repair the malformed legacy inbox message identity"
+status: open
+lane: green
+priority: low
+owner: hub-core
+origin: residual
+origin_ref: CUST-WP-0063
+notes: "State Hub returns unread risk-nexus message id 0b8dd0bf-41d-47da-96ac-40e443c32e47, whose second UUID group has only three characters. PATCH /messages/{id}/read rejects it during UUID path parsing, so the already-handled superseded request cannot be marked read through the supported API. Repair must preserve the message body and chronology, assign or map a valid stable identity, and then apply the read transition without direct ad hoc database mutation from this repo."
+```
--- a/tests/test_validate_work_records.py
+++ b/tests/test_validate_work_records.py
@ -4,7 +4,7 @@
 Covers:
  - load_registry / classify — id pattern matching against the live canon
    registry, incl. grandfathered legacy schemes (AWQ-, DEC-, OH-, task
-    single-digit / -LEGACY- variants)
+    single-digit / -LEGACY- variants, and the exact MASON-0001 bootstrap)
  - load_validators — jsonschema-backed per-kind checks (intake, decision,
    engagement): required-field gates on non-terminal records, historical
    grace on terminal ones
@ -64,6 +64,8 @@ class TestClassify:
            ("DEC-2026-004", "decision"),
            ("OH-2026-003", "engagement"),
            ("CUST-WP-0060-T1", "task"),
+            ("MASON-0001", "workplan"),
+            ("MASON-0001-T01", "task"),
        ],
    )
    def test_grandfathered_legacy_ids(self, kinds, legacy_id, expected_kind):
@ -72,6 +74,11 @@ class TestClassify:
    def test_unregistered_id_returns_none(self, kinds):
        assert classify("FOO-QX-001", kinds) is None

+    def test_risk_register_species(self, kinds):
+        assert classify("RISK-F-0008", kinds) == "register-entry"
+        assert classify("RISK-REG-0001", kinds) == "register-entry"
+        assert classify("RISK-N-0003", kinds) is None
+

 class TestValidators:
    def test_intake_open_without_lane_errors(self, validators):
@ -305,6 +312,37 @@ class TestMainEndToEnd:
        assert result.returncode == 0, result.stdout
        assert "2 checked" in result.stdout

+    def test_mason_bootstrap_ids_pass_unmodified(self, tmp_path):
+        (tmp_path / "legacy-mason.md").write_text(
+            textwrap.dedent(
+                """
+                ```yaml
+                id: MASON-0001
+                title: "legacy Mason bootstrap"
+                status: finished
+                ```
+                ```task
+                id: MASON-0001-T01
+                status: done
+                priority: high
+                ```
+                """
+            ),
+            encoding="utf-8",
+        )
+        result = self._run(tmp_path, "--strict")
+        assert result.returncode == 0, result.stdout
+        assert "2 checked" in result.stdout
+
+    def test_task_fence_rejects_non_task_registered_id(self, tmp_path):
+        (tmp_path / "wrong-fence.md").write_text(
+            "```task\nid: CUST-WP-0063\nstatus: active\n```\n",
+            encoding="utf-8",
+        )
+        result = self._run(tmp_path)
+        assert result.returncode == 1
+        assert "registered as workplan, not task" in result.stdout
+
    def test_terminal_record_grace_does_not_mask_structural_errors(self, tmp_path):
        """Historical grace waives missing-field ('required') errors on
        terminal records, but a genuine value violation (bad lane enum)
--- a/tools/validate_work_records.py
+++ b/tools/validate_work_records.py
@ -35,9 +35,8 @@ ID_LIKE_RE = re.compile(r"^[A-Z][A-Z0-9]*(-[A-Z0-9]+)+-?[0-9]*$")
 SKIP_DIRS = {".git", "node_modules", ".venv", "history", "agents_backup"}
 TERMINAL = {"closed", "resolved", "done", "cancel", "finished", "archived"}

-# task blocks are validated inline (state-hub owns their full parsing)
-TASK_ID_RE = re.compile(r"^([A-Z]+-WP-[0-9]{4}-(LEGACY-)?T[0-9]{1,3}"
-                        r"|ADHOC-[0-9]{4}-[0-9]{2}-[0-9]{2}-T[0-9]{2})$")
+# task blocks are validated inline (state-hub owns their full parsing). The
+# registry is the sole id-pattern authority, including grandfathered schemes.
 TASK_STATUS = {"wait", "todo", "progress", "done", "cancel",
               "in_progress", "blocked"}  # aliases per migration window

@ -163,9 +162,13 @@ def main() -> int:
                        f"species are sidetracks (work-record-types_v0.1)")
                continue
            checked += 1
-            if fence == "task" or kind == "task":
-                if not TASK_ID_RE.match(rid):
-                    errors.append(f"{rel}: task id '{rid}' malformed")
+            if fence == "task" and kind != "task":
+                errors.append(
+                    f"{rel}: task fence id '{rid}' is registered as {kind}, "
+                    "not task"
+                )
+                continue
+            if kind == "task":
                st = block.get("status")
                if st is not None and st not in TASK_STATUS:
                    errors.append(f"{rel}: {rid}: bad task status '{st}'")
--- a/workplans/CUST-WP-0063-inbox-governance-packets.md
+++ b/workplans/CUST-WP-0063-inbox-governance-packets.md
@ -0,0 +1,139 @@
+---
+id: CUST-WP-0063
+type: workplan
+title: "Resolve legacy identifier and Risk Nexus governance packets"
+domain: infotech
+repo: the-custodian
+status: finished
+owner: codex
+topic_slug: custodian
+created: "2026-08-22"
+updated: "2026-08-22"
+origin: handoff
+origin_ref: "statehub-inbox:08067461-bb95-42e2-b8de-b492fb99f56e"
+---
+
+# Resolve legacy identifier and Risk Nexus governance packets
+
+Resolve the current Custodian inbox requests without renaming historical work
+records or inventing an external security contact. The packet covers the
+Ops Mason legacy `MASON-0001` scheme, Risk Nexus register species, the proposed
+production-transition definition, and the minimal external-report route.
+
+The operator already ruled that Risk Nexus's lifecycle-bearing register
+records must join the work-record backbone. The remaining canon judgment is
+their placement under the existing `register-entry` kind and the exclusion of
+notes, which deliberately have no lifecycle and therefore do not meet the
+canon definition of a work record.
+
+## Triage the coordination packet against current canon
+
+```task
+id: CUST-WP-0063-T01
+status: done
+priority: high
+```
+
+Read the source residuals and proposals, current canon, validator behavior,
+relevant Repo Manager ownership decisions, and the source records themselves.
+Distinguish decisions that can be made from missing real-world inputs.
+
+## Extend the work-record registry and validator coverage
+
+```task
+id: CUST-WP-0063-T02
+status: done
+priority: high
+```
+
+Grandfather the exact `MASON-0001` workplan/task scheme. Register Risk Nexus
+findings and regulatory records as `register-entry` schemes. Keep `RISK-N-*`
+notes unregistered because they have no lifecycle. Make the validator consume
+the registry as its sole task-id authority and add regression coverage.
+
+**Done (2026-08-22):** the machine registry and prose canon carry the exact
+Mason schemes and the two Risk register species. The validator no longer has a
+second hard-coded task-id grammar. Thirty-five focused tests pass; this repo is
+strict-clean at 412 records; the live Ops Mason files classify the legacy ids
+without a sidetrack warning.
+
+## Resolve repeated historical source identity
+
+```task
+id: CUST-WP-0063-T03
+status: done
+priority: high
+```
+
+Record that repeated source blocks carrying the same canonical id and same
+hub UUID are one record with duplicate source occurrences, not two records.
+Ask Repo Manager to index the UUID once, preserve both source locations as
+diagnostic provenance, and reject creation of a second identity.
+
+**Done (2026-08-22):** canon and machine copy now distinguish a duplicate
+source occurrence (same id, same UUID) from an identity collision (same id,
+different UUID). Decision `3c487545-ee40-4049-89fa-34b41747a7eb` records the
+ruling. Handoffs went to Ops Mason (`8e65a254`) and Repo Manager (`48eff8d3`).
+The Ops Mason source intake also lacks its required `lane`; that exact local
+correction was returned to its owner rather than silently changed here.
+
+## Resolve and route the Risk Nexus policy requests
+
+```task
+id: CUST-WP-0063-T04
+status: done
+priority: high
+```
+
+Adopt the proposed production-transition definition and Custodian declaration
+authority. Approve the minimal RFC 9116 route at Policy Nexus, routed to Risk
+Nexus, without adding a bounty, response-time promise, or safe-harbour policy.
+Keep selection and provisioning of a real monitored Contact URI as a live
+human-needed intake rather than publishing an invented address.
+
+**Done (2026-08-22):** decisions `051de446-7ae9-4eca-a766-14345655ab35` and
+`937bf962-9297-40d5-a3e4-356532f179c7` adopt the production-transition
+definition and approve the bounded RFC 9116 route. Risk Nexus received the
+consolidated outcome in `477ec6f9`; Policy Nexus received its publication gate
+in `2d86983b`. The missing real Contact URI remains live as `CUST-IN-0011`.
+
+## Close coordination and reconcile State Hub
+
+```task
+id: CUST-WP-0063-T05
+status: done
+priority: medium
+```
+
+Record decisions, send outcome messages, mark handled inbox messages read,
+hand off every residual as a live work record, run repository verification,
+and run `statehub fix-consistency`.
+
+Five of six unread source messages were marked read. The sixth has malformed
+legacy id `0b8dd0bf-41d-47da-96ac-40e443c32e47`; the typed API rejects it
+before the read transition. That repair is live residual `CUST-IN-0012` rather
+than an invisible note.
+
+**Done (2026-08-22):** all handled messages are read where the API permits;
+the malformed-id repair was routed to Hub Core in `ffc8d656`. The complete
+repository suite passes (72 tests), strict work-record validation passes with
+413 records, and `git diff --check` is clean. Final consistency reconciliation
+regenerates the work-record index; identifier write-back is correctly deferred
+to the single Repo Manager registrar after commit and push.
+
+## Closure Review
+
+The packet is resolved. Canon, machine registry, validator behavior, tests,
+State Hub decisions, and owner handoffs now agree. No historical identifier or
+UUID was rewritten.
+
+Two actionable leftovers are live records before closure:
+
+- `CUST-IN-0011` — select, provision, and receipt-test the monitored public
+  security Contact URI before Policy Nexus publishes `security.txt`;
+- `CUST-IN-0012` — repair the malformed legacy message identity so its handled
+  request can transition to read through the supported API.
+
+Decision ids: `3c487545-ee40-4049-89fa-34b41747a7eb`,
+`051de446-7ae9-4eca-a766-14345655ab35`, and
+`937bf962-9297-40d5-a3e4-356532f179c7`.