e0f93304bf
Add archive terminology note tool, extend scan allowlist for generated trees, mark remaining tasks done, and add grandfather notes to archived workplans in this repo.
104 lines
3.1 KiB
Markdown
104 lines
3.1 KiB
Markdown
---
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id: CUST-WP-0037
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type: workplan
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title: "Task-Flow Reference Documentation Cleanup"
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domain: custodian
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repo: the-custodian
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status: completed
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owner: custodian
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topic_slug: custodian
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created: "2026-05-01"
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updated: "2026-05-01"
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state_hub_workstream_id: "599d3c40-9f99-466f-b30d-f9d64317345c"
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---
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> **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`).
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# CUST-WP-0037 — Task-Flow Reference Documentation Cleanup
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## Goal
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Update Custodian reference materials after the task-flow-engine terminology has
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landed in State Hub. Retire wording that assumes fixed lifecycle enums and
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replace it with the new model of information objects, workstations, and
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requisite assertions.
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This work is intentionally separate from CUST-WP-0035 so the engine can
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stabilize before broad documentation churn.
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## T01: Dashboard lifecycle documentation
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```task
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id: CUST-WP-0037-T01
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status: done
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priority: medium
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state_hub_task_id: "919d21cb-1cdc-448e-a722-38f1b6374ffb"
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```
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Review `state-hub/dashboard/src/docs/` and update any page that describes
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workstream or task lifecycle, status values, contribution flows, or capability
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request transitions.
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Acceptance: dashboard docs describe workstations and derived blocked state
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without implying that lifecycle movement is controlled by fixed enum tables.
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## T02: Repo DOI policy wording
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```task
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id: CUST-WP-0037-T02
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status: done
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priority: medium
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state_hub_task_id: "d6485f6c-815f-4f50-a35e-3fd42046691f"
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```
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Review `state-hub/policies/repo-doi.md` for task/workstream status checks that
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assume specific enum values. Update wording to distinguish stored workstation
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labels from engine-derived health and blocking assertions.
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Acceptance: policy language remains operationally precise while matching the
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task-flow-engine model.
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## T03: Agent guidance refresh
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```task
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id: CUST-WP-0037-T03
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status: done
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priority: medium
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state_hub_task_id: "79251442-12a0-4a00-9e3a-fc484933259d"
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```
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Review `agents/agent-scope-analyst.md` and other active kaizen/custodian agent
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instructions for status-transition assumptions.
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Acceptance: agents prefer `get_flow_state()` and `advance_workstation()` where
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flow-aware lifecycle movement is relevant.
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## T04: Session protocol references
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```task
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id: CUST-WP-0037-T04
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status: done
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priority: medium
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state_hub_task_id: "e2a9d096-b66a-43f2-af87-ec802ba9e795"
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```
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Review project/global `CLAUDE.md` references that instruct agents to call
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`update_workstream_status()` or `update_task_status()` for lifecycle movement.
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Acceptance: references point to the flow-aware pattern where appropriate while
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keeping direct status tools documented for bootstrap or compatibility cases.
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## T05: Memory/data-model references
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```task
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id: CUST-WP-0037-T05
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status: done
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priority: low
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state_hub_task_id: "2320cd6b-8dc6-4160-9623-4e6425b637e5"
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```
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Review `memory/MEMORY.md` and nearby state-hub data-model notes for stale enum
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language.
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Acceptance: memory/reference notes explain the status-to-workstation shift and
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link back to CUST-WP-0035 or the task-flow-engine spec.
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