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25 changes: 16 additions & 9 deletions .agents/policy/taylored-policy-rules.md
Original file line number Diff line number Diff line change
@@ -1,21 +1,20 @@
<!-- GENERATED FILE. DO NOT EDIT HERE. -->
<!-- CANONICAL SOURCE: bitpod-docs/process/taylored-policy-rules.md -->
<!-- CANONICAL SOURCE: bitpod-docs/policies/taylored-policy-rules.md -->
<!-- MIRROR ROLE: repo packet mirror -->
# Taylored Policy Rules

CANONICAL SOURCE: `bitpod-docs/process/taylored-policy-rules.md`
LOCAL ROOT MIRROR: `$WORKSPACE/taylored-policy-rules.md` bootstrap mirror only
EDIT SURFACE: edit this file first; generated mirrors must not become parallel canon
CANONICAL SOURCE: `bitpod-docs/policies/taylored-policy-rules.md`
EDIT SURFACE: edit this file first

NAME: Taylored Policy Rules
STATUS: Active
DATE: 2026-03-24
VERSION: 1.1
DATE: 2026-04-05
VERSION: 1.2
OWNER: Workspace / Product Development
DESCRIPTION: Enumerates prohibition IDs, enforcement states, alertability, and exception eligibility.
SCOPE: Root prohibitions for the entire workspace.
ENTRYPOINT: Referenced by repo `AGENTS.md` files and governance docs.
DEPENDENCIES: `taylored-policy.md`, `../AGENTS.md`.
ENTRYPOINT: Referenced by repo `AGENTS.md` files, root `AGENTS.md`, and governance docs.
DEPENDENCIES: `taylored-policy.md`, `policy-registry.toml`, `../AGENTS.md`.
OVERRIDE_POLICY: Only rules marked `exception_allowed = YES` may be declared as explicit repo exceptions.

Status: Active shared policy rules file
Expand Down Expand Up @@ -75,11 +74,19 @@ Every exception must include:
| `TPR-011` | GitHub-Native Minimalism | Do not rely on GitHub-native config as the main Taylor01 portability layer. | root governance | `DOCUMENTED_ONLY` | `NO_ALERT_YET` | `NO` | `taylored-policy.md` |
| `TPR-012` | Tokenized Public Root | Do not publish person-specific local paths in root public policy surfaces. | root public docs | `ENFORCED` | `ALERT_ON_SUCCESS` | `YES` | `taylored-policy.md` |
| `TPR-013` | Secretless Repo Trees | Do not store secrets in tracked repo files or shared handoff folders by default. | repo files and handoffs | `ENFORCED` | `ALERT_ON_SUCCESS` | `YES` | `taylored-policy.md` |
| `TPR-014` | Root Policy Canon | Do not create, restore, or treat legacy policy shim files as the primary policy authoring surface once `taylored-policy.md` exists. | root policy files | `ENFORCED` | `ALERT_ON_SUCCESS` | `NO` | `taylored-policy.md` |
| `TPR-014` | Root Policy Canon | Do not create, restore, or treat competing root policy files as the primary policy authoring surface once `taylored-policy.md` exists. | root policy files | `ENFORCED` | `ALERT_ON_SUCCESS` | `NO` | `taylored-policy.md` |
| `TPR-015` | Temporal Is Local Until Unified | Do not treat repo-local temporal metadata as the universal artifact lifecycle contract until a shared lifecycle taxonomy is adopted. | repo temporal metadata | `ENFORCED` | `ALERT_ON_SUCCESS` | `YES` | `temporal-and-local-working-artifact-policy.md` |
| `TPR-016` | No Local Workspace README Docs | Do not create `README.md`, `readme.md`, or equivalent local folder documentation files anywhere under `#LOCAL_WORKSPACE`, including nested local folders. | `#LOCAL_WORKSPACE` | `ENFORCED` | `ALERT_ON_SUCCESS` | `YES` | `file-creation-and-artifact-placement-policy.md` |

Interpretation for `TPR-016`:

- local-workspace lanes are operational holding surfaces, not documentation surfaces
- canonical guidance belongs in root policy, shared process docs, owning repos, or approved external canonical systems

## Registry companion

The status of policy-like surfaces is governed by:

- `bitpod-docs/policies/policy-registry.toml`

Use the registry to distinguish active, compat, inactive, and legacy surfaces.
79 changes: 46 additions & 33 deletions .agents/policy/taylored-policy.md
Original file line number Diff line number Diff line change
@@ -1,22 +1,21 @@
<!-- GENERATED FILE. DO NOT EDIT HERE. -->
<!-- CANONICAL SOURCE: bitpod-docs/process/taylored-policy.md -->
<!-- CANONICAL SOURCE: bitpod-docs/policies/taylored-policy.md -->
<!-- MIRROR ROLE: repo packet mirror -->
# Taylored Work Policy

CANONICAL SOURCE: `bitpod-docs/process/taylored-policy.md`
LOCAL ROOT MIRROR: `$WORKSPACE/taylored-policy.md` bootstrap mirror only
EDIT SURFACE: edit this file first; generated mirrors must not become parallel canon
CANONICAL SOURCE: `bitpod-docs/policies/taylored-policy.md`
EDIT SURFACE: edit this file first

NAME: Taylored Work Policy
STATUS: Active
DATE: 2026-03-24
VERSION: 2.0
DATE: 2026-04-05
VERSION: 2.1
OWNER: Workspace / Product Development
DESCRIPTION: Canonical repo-backed global work-policy contract for local umbrella bootstrap and cloud-visible repo distribution.
SCOPE: Workspace-wide authority, portability, and artifact governance.
ENTRYPOINT: repo-root `AGENTS.md` files and generated bootstrap mirrors.
DEPENDENCIES: `AGENTS.md`, `taylored-policy-rules.md`, shared process docs.
OVERRIDE_POLICY: Repo `AGENTS.md` may declare explicit rule exceptions listed in the registry.
DESCRIPTION: Canonical repo-backed global work-policy contract for the BitPod-App workspace.
SCOPE: Workspace-wide authority, portability, minimal root contract, and artifact governance.
ENTRYPOINT: repo-root `AGENTS.md` files and root umbrella `AGENTS.md`.
DEPENDENCIES: `AGENTS.md`, `taylored-policy-rules.md`, `policy-registry.toml`, shared process docs.
OVERRIDE_POLICY: Repo `AGENTS.md` may declare explicit rule exceptions listed in the root policy rules.

STATUS:

Expand All @@ -38,19 +37,23 @@ TOKENS:
CANONICAL POLICY SURFACES:

- `bitpod-docs/AGENTS.md` = canonical repo-backed policy entrypoint
- `bitpod-docs/process/taylored-policy.md` = canonical global work-policy contract
- `bitpod-docs/process/taylored-policy-rules.md` = canonical prohibition list
- `bitpod-docs/policies/taylored-policy.md` = canonical global work-policy contract
- `bitpod-docs/policies/taylored-policy-rules.md` = canonical prohibition list
- `bitpod-docs/policies/policy-registry.toml` = canonical authority-status registry

COMPATIBILITY SURFACES:
ACTIVE ROOT SURFACES:

- `$WORKSPACE/AGENTS.md` = local umbrella bootstrap mirror only
- `$WORKSPACE/taylored-policy.md` = local umbrella bootstrap mirror only
- `$WORKSPACE/taylored-policy-rules.md` = local umbrella bootstrap mirror only
- `$WORKSPACE/AGENTS.md` = local umbrella router only
- `$WORKSPACE/.codex/org-workspace.toml` = workspace metadata only
- `$WORKSPACE/.codex/environments/environment.toml` = minimal environment metadata only
- `$WORKSPACE/.codex/config.toml` = compatibility-only if Codex still requires an explicit instruction pointer

FALLBACK FILE NAMES:
RETIRED ROOT SURFACES:

- lowercase `agents.md` may exist as a compatibility fallback only
- lowercase files are never canonical when uppercase files exist
- `$WORKSPACE/taylored-policy.md`
- `$WORKSPACE/taylored-policy-rules.md`
- `$WORKSPACE/policy.md`
- `$WORKSPACE/.codex/policy.md`

DEFAULT MODEL:

Expand All @@ -61,28 +64,37 @@ DEFAULT MODEL:

DISCOVERY MODEL:

- local umbrella bootstrap may start from `$WORKSPACE/AGENTS.md`
- local umbrella sessions may start from `$WORKSPACE/AGENTS.md`
- cloud and repo-local Codex runs must discover policy from files that exist inside the actual repo
- do not rely on umbrella-root-only files for cloud-visible behavior
- do not rely on retired umbrella-root mirror files for cloud-visible behavior

READ ORDER:

1. repo-root `AGENTS.md` in the active repo
2. local packet or canonical policy files referenced by that repo-root `AGENTS.md`
2. local repo packet or canonical policy files referenced by that repo-root `AGENTS.md`
3. repo-specific nested `AGENTS.md` or `AGENTS.override.md`, if present
4. task-specific canonical docs explicitly pointed to by the active instruction chain

For local umbrella-root sessions:

1. root `AGENTS.md`
2. `bitpod-docs/policies/taylored-policy.md`
3. `bitpod-docs/policies/taylored-policy-rules.md`
4. `bitpod-docs/policies/truthfulness-and-verification-policy.md`
5. `bitpod-docs/policies/file-creation-and-artifact-placement-policy.md`

AUTHORITY MAP:

- repo-root `AGENTS.md` = active runtime entry routing inside each repo
- `bitpod-docs/process/taylored-policy.md` = global guardrails and authority model
- `bitpod-docs/process/taylored-policy-rules.md` = prohibition IDs, enforcement state, alertability, and exception eligibility
- `bitpod-docs/policies/taylored-policy.md` = global guardrails and authority model
- `bitpod-docs/policies/taylored-policy-rules.md` = prohibition IDs, enforcement state, alertability, and exception eligibility
- `bitpod-docs/policies/policy-registry.toml` = active versus compat versus legacy authority status
- repo `AGENTS.md` = repo-specific execution instructions, workflow guidance, model defaults, and canonical doc pointers
- repo `README.md` = orientation and navigation only
- shared process docs = detailed semantics, naming, lifecycle, audit behavior, and packet contracts

WORKFLOW POINTER:

D
- for cross-repo Linear issue-update semantics, treat `update Linear` as `make the issue materially more truthful`
- that default preserves existing assignee/delegate by default and does not include assigning/delegating issues to Codex or mentioning `@Codex`; those actions are explicit cloud-task delegation only
- the canonical detailed rule surface for that behavior is `$WORKSPACE/bitpod-tools/linear/docs/process/linear_operating_guide_v3.md`
Expand Down Expand Up @@ -112,7 +124,7 @@ KEEP IN GLOBAL POLICY CANON:
- portability boundaries
- root/local lifecycle guardrails
- the structure that governs how the root policy rules are applied
- packet and mirror discipline for cloud-visible repo distribution
- registry and packet discipline for cloud-visible repo distribution

KEEP IN REPO `AGENTS.md`:

Expand Down Expand Up @@ -168,22 +180,23 @@ SECRETS:

PORTABILITY:

- Taylor01 portability should rely primarily on repo-root `AGENTS.md`, `bitpod-docs/process/taylored-policy.md`, `bitpod-docs/process/taylored-policy-rules.md`, and shared canonical docs
- Taylor01 portability should rely primarily on repo-root `AGENTS.md`, `bitpod-docs/policies/taylored-policy.md`, `bitpod-docs/policies/taylored-policy-rules.md`, and shared canonical docs
- GitHub-native files are used only for GitHub-native behavior
- `.github` repo may hold governance docs or automation, but it is not the sole runtime instruction source

PACKET AND MIRROR RULE:
PACKET RULE:

- canonical policy is edited in `bitpod-docs`
- distributed repo packets and local root bootstrap files are generated from canon
- mirrored files must declare canonical source and `DO NOT EDIT HERE`
- distributed repo packets are generated from canon
- root runtime depends only on root `AGENTS.md`, not on root mirrored policy files
- generated runtime packets must not become silent parallel canon

ROOT REFERENCES:

- `$WORKSPACE/bitpod-docs/process/taylored-policy-rules.md`
- `$WORKSPACE/bitpod-docs/policies/taylored-policy-rules.md`
- `$WORKSPACE/bitpod-docs/policies/policy-registry.toml`
- `$WORKSPACE/bitpod-docs/process/read-first-protocol.md`
- `$WORKSPACE/bitpod-docs/process/truthfulness-and-verification-policy.md`
- `$WORKSPACE/bitpod-docs/policies/truthfulness-and-verification-policy.md`
- `$WORKSPACE/bitpod-docs/process/codex-global-policy-packet-contract.md`

TRUTHFULNESS DISCLOSURE RULE:
Expand Down
5 changes: 4 additions & 1 deletion audit_ctl.sh
Original file line number Diff line number Diff line change
Expand Up @@ -442,7 +442,10 @@ collect_queue_health() {
working_files="$(count_files "$ROOT/local-workspace/local-working-files")"
trash_files="$(count_files "$ROOT/local-workspace/local-trash-delete")"
handoff_files="$(count_files "$ROOT/local-workspace/local-handoffs")"
pm_only_files="$(count_files "$ROOT/local-workspace/local-cj-pm-only")"
pm_only_files="$(count_files "$ROOT/local-workspace/local-personal-only")"
if [[ "$pm_only_files" -eq 0 ]]; then
pm_only_files="$(count_files "$ROOT/local-workspace/local-cj-pm-only")"
fi
codex_state_files="$(count_files "$ROOT/local-workspace/local-codex")"
shared_dropoff_files="$(count_files "$ROOT/local-workspace/local-shared-dropoff")"
}
Expand Down
3 changes: 1 addition & 2 deletions config/cleanup_zones_policy.tsv
Original file line number Diff line number Diff line change
Expand Up @@ -3,10 +3,9 @@
# - REPORT_ONLY: cleanup audit only reports metrics (counts/dup names/large files), no action pressure.
# - STRICT_CANONICAL: canonical zone, expected to stay organized and auditable.

cj_pm_dropbox|REPORT_ONLY|local-workspace/local-cj-pm-only|explicit user-managed keep zone when enabled by the selected local-workspace profile; no cleanup pressure
local_personal_folder|REPORT_ONLY|local-workspace/local-personal-only|personal-only lane when enabled by profile; compatibility alias: local-workspace/local-cj-pm-only
local_trash_delete|REPORT_ONLY|local-workspace/local-trash-delete|inactive disposal holding lane; do not replicate; review only for purge
local_working_files|REPORT_ONLY|local-workspace/local-working-files|default explicit keep path for local files that are still active or under review
local_migration_history|REPORT_ONLY|local-workspace/local-working-files/local-migration-history|temporary migration-era packet if still present; not part of canonical skeleton; keep tiny and review regularly
legacy_agent_bootstrap|REPORT_ONLY|bitpod-docs/archive/legacy-context/sector-feeds-agent-bootstrap|archived non-feed bootstrap material moved out of sector-feeds; preserve and monitor only
templates_registry|STRICT_CANONICAL|bitpod-tools/linear/docs/templates_registry|canonical template index and references
learnings_ledger|STRICT_CANONICAL|bitpod-docs/archive/learnings|canonical retros/protocol learnings
28 changes: 17 additions & 11 deletions linear/docs/process/durable_artifact_memory_flow_proof_v1.md
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
# Durable Artifact and Memory Flow Proof v1

Status: Working proof
Status: Retained proof (inactive by default)
Linked issue: [BIT-87 — Prove durable decision, memory, and artifact flow in live AI-team operations](https://linear.app/bitpod-app/issue/BIT-87/prove-durable-decision-memory-and-artifact-flow-in-live-ai-team)

## Objective
Expand All @@ -24,9 +24,9 @@ Interpretation:

Decision/planning artifacts:

- `/Users/cjarguello/bitpod-app/bitpod-tools/linear/docs/process/bootstrap_phase_normalization_plan_v1.md`
- `/Users/cjarguello/bitpod-app/bitpod-tools/linear/docs/process/stage4_5_agent_stack_execution_plan_v1.md`
- `/Users/cjarguello/bitpod-app/bitpod-tools/linear/docs/process/startup_operating_model_v1.md`
- `$WORKSPACE/bitpod-tools/linear/docs/process/bootstrap_phase_normalization_plan_v1.md`
- `$WORKSPACE/bitpod-tools/linear/docs/process/stage4_5_agent_stack_execution_plan_v1.md`
- `$WORKSPACE/bitpod-tools/linear/docs/process/startup_operating_model_v1.md`

Controlling issue/PR:

Expand All @@ -47,10 +47,10 @@ Execution lane:

Representative implementation outputs:

- `/Users/cjarguello/bitpod-app/sector-feeds/artifacts/runs/legacy_tuesday_track/jack_mallers_show/20260311T065208Z__status.json`
- `/Users/cjarguello/bitpod-app/sector-feeds/artifacts/runs/legacy_tuesday_track/jack_mallers_show/20260311T065208Z__summary.md`
- `/Users/cjarguello/bitpod-app/sector-feeds/artifacts/runs/experimental_track/jack_mallers_show/20260311T065224Z__status.json`
- `/Users/cjarguello/bitpod-app/sector-feeds/artifacts/runs/experimental_track/jack_mallers_show/20260311T065224Z__summary.md`
- `$WORKSPACE/sector-feeds/artifacts/runs/legacy_tuesday_track/jack_mallers_show/20260311T065208Z__status.json`
- `$WORKSPACE/sector-feeds/artifacts/runs/legacy_tuesday_track/jack_mallers_show/20260311T065208Z__summary.md`
- `$WORKSPACE/sector-feeds/artifacts/runs/experimental_track/jack_mallers_show/20260311T065224Z__status.json`
- `$WORKSPACE/sector-feeds/artifacts/runs/experimental_track/jack_mallers_show/20260311T065224Z__summary.md`

What this proves:

Expand Down Expand Up @@ -82,9 +82,9 @@ What this proves:

Checkpoint protocol artifacts:

- `/Users/cjarguello/bitpod-app/bitpod-tools/linear/docs/process/long_thread_checkpoint_protocol_v1.md`
- `/Users/cjarguello/bitpod-app/bitpod-tools/linear/docs/process/checkpoints/thread_checkpoint_template_v1.md`
- `/Users/cjarguello/bitpod-app/bitpod-tools/linear/docs/process/checkpoints/active_checkpoint_sector_feeds_bit77_2026-03-11.md`
- `$WORKSPACE/bitpod-tools/linear/docs/process/long_thread_checkpoint_protocol_v1.md`
- `$WORKSPACE/bitpod-tools/linear/docs/process/checkpoints/thread_checkpoint_template_v1.md`
- `$WORKSPACE/bitpod-tools/linear/docs/process/checkpoints/active_checkpoint_sector_feeds_bit77_2026-03-11.md`

Controlling issue/PR:

Expand All @@ -108,6 +108,12 @@ The current live chain is:

That is a real decision -> execution -> QA/artifact -> memory/checkpoint chain.

## Authority note

This file is retained proof, not active execution policy. Use the policy
registry to determine which current guide, contract, and runbook surfaces are
still authoritative.

## What Is Still Missing

This proof should not be overstated.
Expand Down
2 changes: 1 addition & 1 deletion linear/docs/process/global_artifact_naming_policy_v1.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,6 +4,6 @@ Compatibility pointer.

Primary shared policy now lives at:

- `/Users/cjarguello/BitPod-App/bitpod-docs/process/global-artifact-naming-policy-v1.md`
- `/Users/cjarguello/BitPod-App/bitpod-docs/policies/global-artifact-naming-policy-v1.md`

Use that file for current naming rules.
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
# Isolation Mode Retirement and Hardening Mapping v1

Status: Working baseline
Status: Retained baseline (inactive by default)
Primary issue: [BIT-74 — Execute post-bootstrap local scope hardening window after migration closeout](https://linear.app/bitpod-app/issue/BIT-74/execute-post-bootstrap-local-scope-hardening-window-after-migration)

## Objective
Expand All @@ -14,8 +14,8 @@ Make the current truth explicit:

Policy artifacts still exist:

- `/Users/cjarguello/bitpod-app/local-workspace/local-codex/policy/isolation/enforcement_state.json`
- `/Users/cjarguello/bitpod-app/local-workspace/local-codex/policy/isolation/violation_queue.json`
- `$WORKSPACE/local-workspace/local-codex/policy/isolation/enforcement_state.json`
- `$WORKSPACE/local-workspace/local-codex/policy/isolation/violation_queue.json`

Current state is dormant:

Expand All @@ -25,9 +25,9 @@ Current state is dormant:

Last known implementation exists only in quarantined legacy paths:

- `/Users/cjarguello/bitpod-app/local-workspace/local-trash-delete/bitpod/scripts/isolation_ctl.py`
- `/Users/cjarguello/bitpod-app/local-workspace/local-trash-delete/bitpod/tools/isolation/cli.py`
- `/Users/cjarguello/bitpod-app/local-workspace/local-trash-delete/bitpod/tools/isolation/runtime.py`
- `$WORKSPACE/local-workspace/local-trash-delete/bitpod/scripts/isolation_ctl.py`
- `$WORKSPACE/local-workspace/local-trash-delete/bitpod/tools/isolation/cli.py`
- `$WORKSPACE/local-workspace/local-trash-delete/bitpod/tools/isolation/runtime.py`

## Retirement decision

Expand Down Expand Up @@ -87,6 +87,12 @@ If OpenClaw or another operator surface later needs stronger isolation:
- implement it in an approved active path
- verify it in the current runtime/host model

## Authority note

This file is retained as an explanatory mapping, not as an active operating
policy. Current authority lives in the active policy registry and the approved
hardening/runtime boundary docs.

## Allowed remaining legacy state

The dormant policy files and skill may remain temporarily as historical inspection aids.
Expand Down
10 changes: 6 additions & 4 deletions linear/docs/process/vera_qa_lane_contract_v1.md
Original file line number Diff line number Diff line change
Expand Up @@ -80,14 +80,16 @@ If the handoff packet is incomplete, QA should reject the handoff and ask Taylor

Every dedicated QA execution must produce a `verification_report.md`-style artifact with:

1. verdict: `PASSED` or `FAILED`
1. verdict: `PASSED`, `FAILED`, or `SKIPPED`
2. environment matrix
3. critical acceptance criteria with evidence per criterion
4. `this failed QA because ...` section when verdict is `FAILED`
5. optional low-risk fix hints only when obvious
6. final line:
5. `this QA was skipped because ...` section when verdict is `SKIPPED`
6. optional low-risk fix hints only when obvious
7. final line:
- `QA_VERDICT: PASSED`, or
- `QA_VERDICT: FAILED`
- `QA_VERDICT: FAILED`, or
- `QA_VERDICT: SKIPPED`

Allowed storage targets:

Expand Down
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