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Promote develop to main: onboarding governance (STANDUP/self-test) + carry robustness - #315

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Jul 16, 2026
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Promote develop to main: onboarding governance (STANDUP/self-test) + carry robustness#315
ptr727 merged 5 commits into
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@ptr727 ptr727 commented Jul 16, 2026

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Promotes two squashed increments:

Refs #310 (roadmap - slice D, the live fleet-audit runner, remains queued).

Closes #313.

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ptr727 and others added 2 commits July 16, 2026 07:39
…efinition of done (#311)

Implements the docs + matrix slice of the onboarding-strengthening
roadmap (#310), from the Financial-Modeling retrospective. **Left open
for maintainer review** - it adds governance wording to `AGENTS.md` and
a new procedure doc, so it should be read before it lands.

## Why

The hub already encoded what a conformant repo of each type needs
(`spec/files.json`, `spec/project-types.json`, `AUDIT.md`), and running
the audit against Financial-Modeling would have flagged every gap we hit
reactively. The failure was operational: nothing **required** running
the audit, there was no create-to-conformance counterpart, and no proof
the docs are sufficient for a cold agent.

## Changes

- **`AUDIT.md` section 0 - when to run + definition of done.**
Onboarding or touching a repo is complete only when it passes the audit
or carries a tracked `reports/<repo>/audit.md` + issue, and the registry
entry is reconciled to reality. Calls out that `spec/validate.py` proves
catalog self-consistency, not that the catalog matches the live repo.
- **`STANDUP.md` (new) - the inverse of `AUDIT.md`.** Ordered
create-to-conformance steps (classify/catalog, carry baseline files,
stand up workflows, apply settings/rulesets/secrets, verify), a "new
repo type" procedure, and the **cold-start self-test**: a context-free
agent stands each type up from the docs alone, then the audit must pass;
iterate the docs until every type stands up cold.
- **`reports/conformance-matrix.md` (new)** - per-type `cold-standup` +
`last-audited` tracker, every type seeded `not-tested`.
- **`AGENTS.md` "Repository Onboarding and Conformance"** - binds the
above as obligations: definition of done is the audit, the registry is
ground truth about reality, and a type that cannot be stood up cold is a
documentation defect.

## Validation
- markdownlint - 0 errors; editorconfig-checker - clean; reference-link
integrity (STANDUP.md, conformance-matrix.md) - no missing/unused defs.
- New docs are CRLF per the `[*]` default; reference-style links grouped
+ alphabetized (AGENTS/copilot-instructions keep inline per the
doc-style rule).

Refs #310. Queued next: the live `python3 + gh` fleet-audit runner (D).

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…314)

Incorporates the template-side robustness gaps the Financial-Modeling
standup carry surfaced (#313, from ptr727/Financial-Modeling#15 review).

## Changes (mapped to #313)

1. **`configure.sh` fails fast** on a missing ruleset payload (and on a
nameless one - same silent-partial risk): a downstream repo carries only
its own model's `develop` variant, so running the wrong model silently
skipped the ruleset and still reported "Configuration applied".
2. **`repo-config/README.md` is downstream-neutral.** New **Downstream
Carry** section: carry only your model's `develop` variant; **never
URL-link the private hub from a downstream repo** (plain-text mentions
only - the owner-directed fleet policy from #313); the regen snippet
targets the current repo. Hub-only links (`AUDIT.md`,
`spec/secrets.json`) become plain-text mentions, the ruleset-regen
snippet parameterizes the repo via `gh repo view`, and the Secrets
section states per-mechanism applicability (a source-only repo needs
none of the publish credentials).
3. **`publish-release.yml` drops the vestigial exists-check + gate.**
Every trigger is a dispatch, so `exists == 'false' || workflow_dispatch`
was always true and the "skip create" comment described a path that can
never run; the step is now unconditional create-or-refresh with an
accurate comment. **No behavior change.**
4. **`WORKFLOW.md` D4 (5A)** gains one clause: a dispatch-only publisher
may omit the gate/exists-check - record it **N/A**, not missing - so
audits do not flag simplified dispatch-only instances (this repo and
Financial-Modeling).

## Validation
- `bash -n configure.sh` OK; `actionlint` clean; `markdownlint` 0
errors; `editorconfig-checker` clean; EOL verified (workflow/sh LF, md
CRLF); no orphaned link defs.

Closes #313.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings July 16, 2026 14:41

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Pull request overview

Promotes develop to main with governance and workflow-robustness updates that strengthen fleet onboarding (STANDUP + cold-start self-test) and make partial downstream repo-config/ carries safer and clearer.

Changes:

  • Add STANDUP.md (create-to-conformance) plus a cold-start self-test loop, and introduce reports/conformance-matrix.md to track per-shape results.
  • Clarify onboarding/conformance obligations in AGENTS.md and add an explicit "when to run / definition of done" section to AUDIT.md.
  • Harden configuration application (fail fast on missing/nameless ruleset payloads) and simplify the dispatch-only publisher by removing a vestigial "exists" gate.

Reviewed changes

Copilot reviewed 8 out of 8 changed files in this pull request and generated 1 comment.

Show a summary per file
File Description
WORKFLOW.md Updates the D4 audit criteria to explicitly allow dispatch-only publishers to omit the exists/gate logic (recorded as N/A).
STANDUP.md New standup procedure doc (inverse of AUDIT.md) including the cold-start conformance self-test loop.
reports/conformance-matrix.md New tracking matrix for cold-standup status and last-audited date per supported repo shape/target.
repo-config/README.md Adds downstream-carry guidance and parameterizes the regen snippet to work in carried copies.
repo-config/configure.sh Fails fast when ruleset payloads are missing or lack a name, preventing silent partial configuration.
AUDIT.md Adds a new section 0 defining when to run the audit and what “done” means; links STANDUP and validate.
AGENTS.md Adds “Repository Onboarding and Conformance” obligations (audit as DoD, registry reflects reality, cold-start proof).
.github/workflows/publish-release.yml Removes the unused release-exists gate and updates comments for dispatch-only create-or-refresh behavior.

Comment thread repo-config/README.md
The repo-config file-list bullet implied `operational/develop.json` is
always present; a carried `release` repo does not have it. Copilot
flagged it on the #315 promotion; fixing forward so the promotion lands
clean.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings July 16, 2026 14:47

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Pull request overview

Copilot reviewed 8 out of 8 changed files in this pull request and generated 2 comments.

Comment thread WORKFLOW.md Outdated
Comment thread repo-config/configure.sh Outdated
…318)

Two Copilot findings from the #315 promotion re-review, fixed forward:
WORKFLOW.md D4 documents the gate as `exists == 'false'` (the step
output is a string), and the configure.sh fail-fast comment drops to two
lines per the comment-length rule.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings July 16, 2026 14:54

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Pull request overview

Copilot reviewed 8 out of 8 changed files in this pull request and generated 2 comments.

Comment thread repo-config/README.md
Comment thread WORKFLOW.md Outdated
Round-2 Copilot findings from the #315 promotion, fixed forward: the
ruleset-regen snippet routes the develop payload to
`operational/develop.json` on an operational carry (no `develop.json`
present), and WORKFLOW.md D4 spells the dispatch leg as
`github.event_name == 'workflow_dispatch'`.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings July 16, 2026 15:02
@ptr727
ptr727 merged commit 10ff417 into main Jul 16, 2026
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Pull request overview

Copilot reviewed 8 out of 8 changed files in this pull request and generated no new comments.

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repo-config + source-only publisher: robustness gaps on partial downstream carry

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