---
id: CUST-WP-0072
type: workplan
title: "Backfill workplan flavor and depends_on across the fleet"
domain: infotech
repo: the-custodian
status: finished
owner: grok
topic_slug: custodian
flavor: planning
depends_on:
  - STATE-WP-0092
created: "2026-09-14"
updated: "2026-09-14"
related:
  - STATE-WP-0092
  - RAIL-FAB-WP-0030
  - COORDINATION-WP-0005
  - CUST-WP-0060
origin: residual-policy
origin_ref: the-custodian/history/20260914-open-workplan-chokepoints.md
state_hub_workstream_id: "ffd7f5b6-66fd-501f-a858-20fae00dd14e"
---

# Backfill workplan flavor and depends_on across the fleet

Workplan 2 of 3 after `STATE-WP-0092`. Do not classify the fleet until
the canon and hub default-exclusion exist; otherwise flavor is
undocumented YAML.

This plan updates **existing** workplans, conventions, and agent-facing
templates. It does not implement hub schema. It does not promote
residuals into implementation just to shrink a count.

## Wait for schema and policy

```task
id: CUST-WP-0072-T01
status: done
priority: high
depends_on: [STATE-WP-0092]
state_hub_task_id: "cfd17138-0ae2-573d-9709-0fc87af2baf1"
```

Start backfill only after `STATE-WP-0092` has flavor and `depends_on`
indexed and default views omitting residuals. Until then this task stays
`wait`. Record the hub revision / workplan statuses that satisfy the
gate.

2026-09-14: STATE-WP-0092 is `finished` (`2a2d8bcd`). File/API work is in
`state-hub` main. Live primary schema is still `b5e6f7a8c9d0`, so residual
exclusion is not yet visible on production views. Founder instructed this
backfill to proceed on files. Hub views follow after alembic `c6f7a8b9d0e1`
is deployed.

## Classify open workplans (and their open tasks)

```task
id: CUST-WP-0072-T02
status: done
priority: high
depends_on: [CUST-WP-0072-T01]
state_hub_task_id: "e87ee326-10a8-5dce-a59a-5b9dc3236ba9"
```

For every non-finished workplan in registered repos, set `flavor:` to
one of `planning`, `implementation`, `refactoring`, `extension`,
`residual`. Default: keep current functional/NFR work as
`implementation` or `planning`; mark spawned leftovers and
`origin: residual` children as `residual` unless founder demand or a
named risk already applies.

Do not auto-promote. If demand or risk is already documented, change
flavor **away from residual** and record the reason in the file. Fill
workplan-frontmatter `depends_on` where the prose already names a
blocker workplan; do not invent edges. Per-repo edits stay in the owning
repos (ADR-001). This workplan coordinates and tracks coverage.

Done when a coverage table (repo, workplan id, flavor, depends_on
filled or none) is committed under `the-custodian/docs/evidence/` and
default hub open views drop the residual cohort.

2026-09-14: 116 open workplans classified (81 implementation, 22 planning,
10 residual, 2 extension, 1 refactoring). Coverage:
`docs/evidence/2026-09-14-flavor-backfill/`. Residuals were not promoted.
Live summary exclusion waits on STATE-WP-0092 deploy.

## Update conventions and templates

```task
id: CUST-WP-0072-T03
status: done
priority: medium
depends_on: [CUST-WP-0072-T01]
state_hub_task_id: "00b28231-b4e1-5ab4-9474-d771d378b35b"
```

Update `AGENTS.md`, `.claude/rules/workplan-convention.md`, session
protocol, and any repo-seed workplan template so new files include
`flavor` and workplan-level `depends_on`. State the agent rule: do not
implement residuals unless promoted. Point at `STATE-WP-0092` for hub
behaviour and `COORDINATION-WP-0005` for the later cross-repo mode.
Do not duplicate coordination-engine instructions here.

Done when a newly scaffolded workplan in this repo validates and the
convention text matches canon.

## Intakes: provenance vs flavor

```task
id: CUST-WP-0072-T04
status: done
priority: medium
depends_on: [CUST-WP-0072-T02]
state_hub_task_id: "81c5a43b-4369-53f0-b666-a4f409162521"
```

Keep `origin: residual` on intakes as provenance. Where an open intake
has already been promoted to a workplan, set that workplan’s flavor
consistently. Do not close intakes from this plan. Do not create a
parallel residuals queue.

Done when the residual intake list and residual workplan list can be
joined by `origin_ref` without double-counting them as two implementation
backlogs.

2026-09-14: 42 `origin: residual` intakes. 38 point at finished parents
(intake is the live leftover). 4 point at non-workplan ids. Zero open
implementation workplans are also residual-intake targets.
`docs/evidence/2026-09-14-flavor-backfill/intake-join.json`.