the-custodian/workplans/archived/260502-CUST-WP-0037-task-flow-reference-docs-cleanup.md
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id type title domain repo status owner topic_slug created updated state_hub_workstream_id
CUST-WP-0037 workplan Task-Flow Reference Documentation Cleanup custodian the-custodian completed custodian custodian 2026-05-01 2026-05-01 599d3c40-9f99-466f-b30d-f9d64317345c

Terminology note: Historical text in this archived workplan may use the legacy term "workstream". The fleet term is workplan (canon/standards/workplan-terminology-fleet_v0.1.md).

CUST-WP-0037 — Task-Flow Reference Documentation Cleanup

Goal

Update Custodian reference materials after the task-flow-engine terminology has landed in State Hub. Retire wording that assumes fixed lifecycle enums and replace it with the new model of information objects, workstations, and requisite assertions.

This work is intentionally separate from CUST-WP-0035 so the engine can stabilize before broad documentation churn.

T01: Dashboard lifecycle documentation

id: CUST-WP-0037-T01
status: done
priority: medium
state_hub_task_id: "919d21cb-1cdc-448e-a722-38f1b6374ffb"

Review state-hub/dashboard/src/docs/ and update any page that describes workstream or task lifecycle, status values, contribution flows, or capability request transitions.

Acceptance: dashboard docs describe workstations and derived blocked state without implying that lifecycle movement is controlled by fixed enum tables.

T02: Repo DOI policy wording

id: CUST-WP-0037-T02
status: done
priority: medium
state_hub_task_id: "d6485f6c-815f-4f50-a35e-3fd42046691f"

Review state-hub/policies/repo-doi.md for task/workstream status checks that assume specific enum values. Update wording to distinguish stored workstation labels from engine-derived health and blocking assertions.

Acceptance: policy language remains operationally precise while matching the task-flow-engine model.

T03: Agent guidance refresh

id: CUST-WP-0037-T03
status: done
priority: medium
state_hub_task_id: "79251442-12a0-4a00-9e3a-fc484933259d"

Review agents/agent-scope-analyst.md and other active kaizen/custodian agent instructions for status-transition assumptions.

Acceptance: agents prefer get_flow_state() and advance_workstation() where flow-aware lifecycle movement is relevant.

T04: Session protocol references

id: CUST-WP-0037-T04
status: done
priority: medium
state_hub_task_id: "e2a9d096-b66a-43f2-af87-ec802ba9e795"

Review project/global CLAUDE.md references that instruct agents to call update_workstream_status() or update_task_status() for lifecycle movement.

Acceptance: references point to the flow-aware pattern where appropriate while keeping direct status tools documented for bootstrap or compatibility cases.

T05: Memory/data-model references

id: CUST-WP-0037-T05
status: done
priority: low
state_hub_task_id: "2320cd6b-8dc6-4160-9623-4e6425b637e5"

Review memory/MEMORY.md and nearby state-hub data-model notes for stale enum language.

Acceptance: memory/reference notes explain the status-to-workstation shift and link back to CUST-WP-0035 or the task-flow-engine spec.