CUST-WP-0060 T01-T03: canon ratified active, terminology v0.2, schemas + validator

- work-record-types_v0.1.md + autonomy-lanes_v0.1.md: status active
  (founder ratification 2026-07-20, hub decision f4640f9e); registry
  grandfathers legacy task-id variants (-T1, -LEGACY-Txx)
- workplan-terminology-fleet: v0.2 addendum — work-record umbrella,
  kind vocabulary, suggestion as legacy bridge name (T02)
- canon/standards/schemas/work-records/: spine + intake/decision/
  engagement JSON schemas (T03); conditional spine requirements,
  historical grace for terminal records
- tools/validate_work_records.py: registry+schema validator for CI
  (T04); jsonschema with inlined spine refs, fallback checks without;
  proof runs clean: the-custodian 384 records, binky-control 45

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

canon/standards/autonomy-lanes_v0.1.md

@@ -3,7 +3,7 @@ id: canon-autonomy-lanes
 type: standard
 title: "Autonomy Lanes (Fleet) v0.1"
 domain: custodian
-status: draft
+status: active
 version: "0.1"
 created: "2026-07-20"
 updated: "2026-07-20"
@@ -16,7 +16,7 @@ origin: binky-control/AutonomyPolicy.md (ratified for Binky 2026-07-16, DEC-2026
 
 # Autonomy Lanes (Fleet) v0.1
 
-> Draft pending founder ratification (CUST-WP-0060-T01). Promotes the
+> Ratified by founder 2026-07-20 (CUST-WP-0060-T01, hub decision f4640f9e). Promotes the
 > binky-control AutonomyPolicy lane model to fleet canon, unchanged in
 > substance. binky-control's `AutonomyPolicy.md` remains the company-level
 > policy instance; this standard makes the lane vocabulary and enforcement

canon/standards/schemas/work-records/decision.schema.json

@@ -0,0 +1,43 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "$id": "https://canon.coulomb.social/schemas/work-records/decision.schema.json",
+  "title": "Decision",
+  "description": "Authored YAML block for kind=decision (approval package + resolution). Id: {PREFIX}-DEC-YYYY-NNN; legacy DEC-YYYY-NNN grandfathered. Lifecycle: prepared -> resolved(approved|rejected|revised|deferred). 'deferred' is also accepted as a stored status (legacy binky template).",
+  "type": "object",
+  "required": ["id", "title", "status", "lane"],
+  "properties": {
+    "id": { "type": "string", "pattern": "^([A-Z]+-)?DEC-[0-9]{4}-[0-9]{3}$" },
+    "kind": { "const": "decision" },
+    "title": { "type": "string", "minLength": 5 },
+    "status": { "enum": ["prepared", "resolved", "deferred"] },
+    "outcome": {
+      "type": "string",
+      "description": "Free text beginning with approved|rejected|revised|deferred; qualifiers allowed (e.g. 'approved with edits')."
+    },
+    "lane": { "$ref": "spine.schema.json#/$defs/lane" },
+    "owner": { "$ref": "spine.schema.json#/$defs/owner" },
+    "tags": { "$ref": "spine.schema.json#/$defs/tags" },
+    "created_at": { "$ref": "spine.schema.json#/$defs/date" },
+    "needed_by": { "type": "string" },
+    "attention_cost": { "type": "string" },
+    "agent_recommendation": { "type": "string" },
+    "evidence": { "type": "array" },
+    "options": { "type": "array" },
+    "fallback_if_no_response": { "type": "string" },
+    "resolved_at": { "$ref": "spine.schema.json#/$defs/date" },
+    "resolved_by": { "type": "string" },
+    "consequence": { "type": "string" },
+    "state_hub_decision_id": { "$ref": "spine.schema.json#/$defs/uuid" }
+  },
+  "allOf": [
+    {
+      "if": { "properties": { "status": { "const": "resolved" } }, "required": ["status"] },
+      "then": { "required": ["outcome", "resolved_at", "resolved_by"] }
+    },
+    {
+      "if": { "properties": { "status": { "const": "prepared" } }, "required": ["status"] },
+      "then": { "required": ["agent_recommendation", "fallback_if_no_response"] }
+    }
+  ],
+  "additionalProperties": true
+}

canon/standards/schemas/work-records/engagement.schema.json

@@ -0,0 +1,29 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "$id": "https://canon.coulomb.social/schemas/work-records/engagement.schema.json",
+  "title": "Engagement",
+  "description": "Authored YAML block for kind=engagement (scheduled external interaction). Id: {PREFIX}-ENG-YYYY-NNN; legacy OH-YYYY-NNN grandfathered. Lifecycle: queued -> prepared -> done.",
+  "type": "object",
+  "required": ["id", "title", "status"],
+  "properties": {
+    "id": { "type": "string", "pattern": "^([A-Z]+-ENG-[0-9]{4}-[0-9]{3}|OH-[0-9]{4}-[0-9]{3})$" },
+    "kind": { "const": "engagement" },
+    "title": { "type": "string", "minLength": 5 },
+    "status": { "enum": ["queued", "prepared", "done"] },
+    "counterparty": { "type": "string" },
+    "lane": { "$ref": "spine.schema.json#/$defs/lane", "description": "Defaults to orange for engagements; explicit value wins." },
+    "owner": { "$ref": "spine.schema.json#/$defs/owner" },
+    "tags": { "$ref": "spine.schema.json#/$defs/tags" },
+    "prepared_material": { "type": "array" },
+    "deadline_pressure": { "type": "string" },
+    "origin": { "type": "string" },
+    "state_hub_engagement_id": { "$ref": "spine.schema.json#/$defs/uuid" }
+  },
+  "allOf": [
+    {
+      "if": { "properties": { "status": { "const": "prepared" } }, "required": ["status"] },
+      "then": { "required": ["prepared_material", "counterparty"] }
+    }
+  ],
+  "additionalProperties": true
+}

canon/standards/schemas/work-records/intake.schema.json

@@ -0,0 +1,44 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "$id": "https://canon.coulomb.social/schemas/work-records/intake.schema.json",
+  "title": "Intake Item",
+  "description": "Authored YAML block for kind=intake. Id: {PREFIX}-IN-NNNN; legacy AWQ-NNN grandfathered. Lifecycle: open -> vetted -> routed -> closed(promoted|declined|absorbed).",
+  "type": "object",
+  "required": ["id", "title"],
+  "properties": {
+    "id": { "type": "string", "pattern": "^([A-Z]+-IN-[0-9]{4}|AWQ-[0-9]{3})$" },
+    "kind": { "const": "intake" },
+    "title": { "type": "string", "minLength": 5 },
+    "status": { "enum": ["open", "vetted", "routed", "closed"] },
+    "outcome": { "enum": ["promoted", "declined", "absorbed"] },
+    "lane": { "$ref": "spine.schema.json#/$defs/lane" },
+    "owner": { "$ref": "spine.schema.json#/$defs/owner" },
+    "tags": { "$ref": "spine.schema.json#/$defs/tags" },
+    "priority": { "enum": ["high", "medium", "low"] },
+    "pulls_from": { "type": "array" },
+    "promoted_to": { "type": "string", "description": "Canonical id of the record this intake was promoted to." },
+    "origin": { "type": "string" },
+    "notes": { "type": "string" },
+    "state_hub_intake_id": { "$ref": "spine.schema.json#/$defs/uuid" }
+  },
+  "allOf": [
+    {
+      "if": { "properties": { "status": { "const": "closed" } }, "required": ["status"] },
+      "then": { "required": ["outcome"] }
+    },
+    {
+      "if": { "properties": { "outcome": { "const": "promoted" } }, "required": ["outcome"] },
+      "then": { "required": ["promoted_to"] }
+    },
+    {
+      "if": {
+        "not": {
+          "properties": { "status": { "const": "closed" } },
+          "required": ["status"]
+        }
+      },
+      "then": { "required": ["lane"] }
+    }
+  ],
+  "additionalProperties": true
+}

canon/standards/schemas/work-records/spine.schema.json

@@ -0,0 +1,39 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "$id": "https://canon.coulomb.social/schemas/work-records/spine.schema.json",
+  "title": "Work Record Spine (shared definitions)",
+  "description": "Shared spine per canon/standards/work-record-types_v0.1.md. Kind schemas $ref these definitions. additionalProperties stays open: kind-specific fields extend the spine, never replace it.",
+  "$defs": {
+    "lane": {
+      "enum": ["green", "blue", "yellow", "orange", "red"]
+    },
+    "uuid": {
+      "type": "string",
+      "pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$"
+    },
+    "date": {
+      "type": "string",
+      "pattern": "^[0-9]{4}-[0-9]{2}-[0-9]{2}$"
+    },
+    "tags": {
+      "type": "array",
+      "items": { "type": "string", "pattern": "^[a-z0-9-]+$" }
+    },
+    "owner": {
+      "type": "string",
+      "minLength": 2
+    },
+    "spineOpen": {
+      "type": "object",
+      "description": "Spine requirements for records in a non-terminal status.",
+      "required": ["id", "lane"],
+      "properties": {
+        "lane": { "$ref": "#/$defs/lane" },
+        "owner": { "$ref": "#/$defs/owner" },
+        "tags": { "$ref": "#/$defs/tags" },
+        "uuid": { "$ref": "#/$defs/uuid" },
+        "created_at": { "$ref": "#/$defs/date" }
+      }
+    }
+  }
+}

canon/standards/work-record-types.yaml

@@ -2,7 +2,7 @@
 # CI and fix-consistency validate id patterns against this file.
 # New kinds/prefixes land here by canon PR only.
 version: "0.1"
-status: draft
+status: active
 kinds:
   - kind: workplan
     id_patterns:
@@ -13,6 +13,13 @@ kinds:
       - "^[A-Z]+-WP-[0-9]{4}-T[0-9]{2,3}$"
       - "^ADHOC-[0-9]{4}-[0-9]{2}-[0-9]{2}-T[0-9]{2}$"
     lifecycle: [wait, todo, progress, done, cancel]
+    legacy_patterns:
+      - pattern: "^[A-Z]+-WP-[0-9]{4}-T[0-9]$"
+        source: early single-digit task suffixes (pre task-block convention)
+        grandfathered: true
+      - pattern: "^[A-Z]+-WP-[0-9]{4}-LEGACY-T[0-9]{2}$"
+        source: archived-workplan legacy task renumbering
+        grandfathered: true
   - kind: intake
     id_patterns:
       - "^[A-Z]+-IN-[0-9]{4}$"

canon/standards/work-record-types_v0.1.md

@@ -3,7 +3,7 @@ id: canon-work-record-types
 type: standard
 title: "Work Record Types & Identity (Fleet) v0.1"
 domain: custodian
-status: draft
+status: active
 version: "0.1"
 created: "2026-07-20"
 updated: "2026-07-20"
@@ -16,7 +16,7 @@ machine_copy: canon/standards/work-record-types.yaml
 
 # Work Record Types & Identity (Fleet) v0.1
 
-> Draft pending founder ratification (CUST-WP-0060-T01). Source:
+> Ratified by founder 2026-07-20 (CUST-WP-0060-T01, hub decision f4640f9e). Source:
 > `research/WorkOrchestrationArchitectureDraft.md` v0.2 (founder-reviewed
 > 2026-07-20). Extends — does not replace —
 > `workplan-terminology-fleet_v0.1.md` and ADR-001/ADR-005.

canon/standards/workplan-terminology-fleet_v0.1.md

@@ -4,14 +4,15 @@ type: standard
 title: "Workplan Terminology (Fleet) v0.1"
 domain: custodian
 status: active
-version: "0.1"
+version: "0.2"
 created: "2026-07-08"
-updated: "2026-07-08"
+updated: "2026-07-20"
 scope: fleet
 related_workplans:
   - CUST-WP-0055
   - STATE-WP-0054
   - STATE-WP-0069
+  - CUST-WP-0060
 supersedes: none
 ---
 
@@ -43,6 +44,21 @@ Authoritative interface matrix for State Hub:
 | Hub index row | **workplan** (product term) | DB entity keyed by UUID; may still use legacy column names internally |
 | Task within a workplan | **task** | `id: {WP}-TNN` in workplan file blocks |
 
+## Work-record umbrella (v0.2 addendum, CUST-WP-0060)
+
+The workplan and task definitions above are unchanged. Since v0.2 they are
+two *kinds* of the fleet umbrella term **work record** — any identified,
+lifecycle-bearing coordination artefact. The full kind registry (workplan,
+task, **intake item**, **decision**, **engagement**, **register entry**),
+the conventional spine, identity layering (UUIDv7 internal, canonical names
+external), and grandfathered legacy id schemes (`AWQ-`, `DEC-`, `OH-`) are
+normative in `work-record-types_v0.1.md` (+ machine registry
+`work-record-types.yaml`). Autonomy-lane vocabulary is normative in
+`autonomy-lanes_v0.1.md`. "Suggestion" is a legacy bridge name for the
+intake kind (state-hub suggestions table: read-only legacy pending
+close-out). This file keeps its `_v0.1` name for reference stability; the
+frontmatter `version` field is authoritative.
+
 Use **workplan** in human-facing prose: `SCOPE.md`, `AGENTS.md`, `INTENT.md`,
 README, workplan bodies, operator runbooks, and agent session guidance.