plan: add WP-0005 adoption polish and fleet parity (v1.2.0)

Draft workplan with 16 tasks across publish verification, install doc
sync, packaged agent parity, CI hardening, and ecosystem handoff.
Refresh TODO.md and SCOPE.md; register State Hub workstream.

SCOPE.md

@@ -74,7 +74,7 @@ This repo is the canonical home for the **KaizenAgentic** operating model (`INTE
 - Implementation: 20 agents, full CLI (`metrics`, `memory`, `feedback`), agency memory + ADR-004 metrics + optimizer wiring
 - Stability: CLI stable (Click workaround in place); Gitea CI on main; publish workflow on `v*` tags
 - Usage: internal dev projects and Custodian MCP hub-wide; pip install via Gitea extra index
-- Active work: none — propose **WP-0005** for v1.2.0 (doc sync, packaged fleet parity, adoption polish)
+- Active work: **WP-0005** (adoption polish, fleet parity, publish verification → v1.2.0)
 
 ---
 
@@ -163,5 +163,5 @@ keywords: [kaizen, intent, template, optimization, digital-talent-agency]
 
 ## Notes
 
-- `agents/` (20 files) is the development source of truth; `src/kaizen_agentic/data/agents/` (16 files) is what pip installs ship — coach, sys-medic, scope-analyst, and optimization are not yet bundled
+- `agents/` (20 files) is the development source of truth; `src/kaizen_agentic/data/agents/` must stay in sync (enforced in WP-0005 T09–T10)
 - Agent definitions use minimal frontmatter today; full `wiki/KaizenAgentTemplate.md` conformance is a maturity target, not current reality

TODO.md

@@ -10,42 +10,27 @@ The structure organizes **future tasks** by their impact, just as a changelog or
 
 ## [Unreleased] - *Active Vibe-Coding State* 💡
 
-Tasks moved to workplan: `workplans/kaizen-agentic-WP-0001-community-engagement.md`
+Tasks in workplan: `workplans/kaizen-agentic-WP-0005-adoption-parity.md` (v1.2.0)
-Hub workstream: `kaizen-wp-0001-community-engagement` (8 tasks, all todo)
+
+### To Add
+* **Gitea publish pipeline verification** — secrets + workflow smoke test
+* **`make agents-sync-package`** — keep `data/agents/` aligned with `agents/`
+* **Install doc sweep** — HELLO_WORLD, CLI_CHEAT_SHEET, AGENT_DISTRIBUTION
+
+### To Refactor
+* **CI lint gate** — flake8 on `src/` in Gitea Actions
+* **Makefile install hints** — point at Gitea registry or dev install
+
+### Deferred to WP-0006 (v1.3.0)
+* Interactive agent selection wizard
+* Agent template schema validation in `validate`
+* Documentation generation from agent metadata
 
 ***
 
-## [1.1.0] - Community Engagement and Advanced Automation - *Next Planned Increment*
+## [1.1.0] - Community Engagement — *Shipped 2026-06-18*
 
-This version focuses on community engagement, advanced automation, and enhanced user experience.
+See `CHANGELOG.md` [1.1.0] and `workplans/kaizen-agentic-WP-0001-community-engagement.md`.
-
-### To Add
-* **Developer feedback mechanisms** for easy collection of user feedback and suggestions
-* **Interactive agent selection** wizard for new projects
-* **GitHub Actions workflows** for CI/CD automation
-* **Agent metrics and telemetry** system for usage tracking and optimization
-* **Agent template validation** system with schema enforcement
-* **Documentation generation** automation from agent metadata
-* **Community contribution guidelines** and contributor onboarding
-
-### To Refactor
-* **CLI error handling** with more user-friendly messages and suggestions
-* **Performance optimization** for handling large numbers of agents
-* **Installation process** with progress indicators and detailed feedback
-
-### To Fix
-* **Cross-platform compatibility** testing and fixes for Windows/macOS environments
-* **Edge case handling** in dependency resolution algorithms
-* **Memory usage optimization** for large-scale agent installations
-
-### To Secure
-* **Agent integrity verification** with checksums and validation
-* **Sandboxed agent execution** for security-sensitive environments
-* **Configuration file validation** to prevent malicious modifications
-
-### To Remove
-* **Legacy installation methods** that are no longer supported
-* **Deprecated CLI options** and maintain backward compatibility warnings
 
 ***
 

workplans/kaizen-agentic-WP-0005-adoption-parity.md

@@ -0,0 +1,188 @@
+---
+id: KAIZEN-WP-0005
+type: workplan
+title: "Adoption Polish and Fleet Parity (v1.2.0)"
+domain: custodian
+repo: kaizen-agentic
+status: active
+owner: kaizen-agentic
+topic_slug: custodian
+state_hub_workstream_id: 88c7b3e6-be98-480c-b47b-936e74a1a31b
+created: "2026-06-16"
+updated: "2026-06-16"
+---
+
+# KAIZEN-WP-0005 — Adoption Polish and Fleet Parity
+
+**Status:** active
+**Owner:** kaizen-agentic
+**Repo:** kaizen-agentic
+**Target version:** 1.2.0
+**Depends on:** WP-0001 (v1.1.0 ship), WP-0004 (ecosystem integration docs)
+
+## Goal
+
+Close adoption gaps after the v1.1.0 release: verify the Gitea publish pipeline,
+align all install documentation with the Coulomb registry, enforce packaged-agent
+parity with `agents/`, and harden CI so v1.2.0 ships with confidence.
+
+WP-0001 through WP-0004 delivered features; WP-0005 makes them **discoverable,
+installable, and maintainable** for ecosystem consumers.
+
+---
+
+## Part 1 — Publish Pipeline Verification
+
+Confirm tag-triggered publication works end-to-end before the v1.2.0 cut.
+
+### Tasks
+
+- [ ] T01 — Configure `GITEA_PACKAGE_USER` and `GITEA_PACKAGE_TOKEN` secrets in Gitea repo settings (document checklist in `docs/PACKAGE_RELEASE.md`)
+- [ ] T02 — Smoke-test `.gitea/workflows/publish-python-package.yml` via `workflow_dispatch`
+- [ ] T03 — Add pre-tag release checklist to `docs/PACKAGE_RELEASE.md` (secrets, `make package-check`, tag format)
+
+### Definition of done
+
+- Publish workflow succeeds without manual `twine upload`
+- `docs/PACKAGE_RELEASE.md` documents the full operator path
+
+---
+
+## Part 2 — Install Documentation Sync
+
+Several docs still show bare `pip install kaizen-agentic` (pre-Gitea registry).
+
+### Tasks
+
+- [ ] T04 — Update `docs/HELLO_WORLD_TUTORIAL.md` install sections (Gitea extra index + pipx)
+- [ ] T05 — Update `docs/CLI_CHEAT_SHEET.md` install sections
+- [ ] T06 — Update `docs/AGENT_DISTRIBUTION.md` install and distribution sections
+- [ ] T07 — Update Makefile `agents-*` fallback messages to point at dev install or `PACKAGE_RELEASE.md`
+- [ ] T08 — Cross-link `CONTRIBUTING.md` post-pull reinstall with `docs/PACKAGE_RELEASE.md`
+
+### Definition of done
+
+- No consumer-facing doc implies public pypi.org is the primary install path
+- All install examples use env-var credentials (no committed tokens)
+
+---
+
+## Part 3 — Packaged Fleet Parity
+
+Ensure `pip install` ships the same agent fleet as `agents/`.
+
+### Tasks
+
+- [ ] T09 — Add `make agents-sync-package` (copy `agents/agent-*.md` → `data/agents/`) with dry-run mode
+- [ ] T10 — Add pytest or `release-check` step verifying `agents/` and `data/agents/` file sets match
+- [x] T11 — Refresh `SCOPE.md` notes and agent-count references (currently stale at 16 vs 20)
+
+### Definition of done
+
+- `make release-check` fails when packaged agents drift from source
+- Wheel contents match canonical `agents/` directory
+
+---
+
+## Part 4 — Release Hygiene and CI
+
+Prepare v1.2.0 versioning and strengthen automated gates.
+
+### Tasks
+
+- [x] T12 — Refresh `TODO.md`: archive 1.1.0 items, point `[Unreleased]` at this workplan
+- [ ] T13 — Open `CHANGELOG.md` `[Unreleased]` section for v1.2.0 tracking
+- [ ] T14 — Extend `.gitea/workflows/ci.yml` with flake8 (`release-check` lint subset on `src/`)
+
+### Definition of done
+
+- `TODO.md` reflects current vibe-coding state only
+- CI catches lint regressions before merge
+
+---
+
+## Part 5 — Ecosystem Handoff (coordination)
+
+Cross-repo follow-through from WP-0004; no foreign code in this repo.
+
+### Tasks
+
+- [ ] T15 — Document activity-core ActivityDefinition registration steps in `docs/INTEGRATION_PATTERNS.md` (handoff checklist for activity-core owners)
+- [ ] T16 — Verify bidirectional Helix correlation doc link with agentic-resources (close WP-0004 T01 loop if gap remains)
+
+### Definition of done
+
+- Operators know how to activate the three ActivityDefinitions committed under `docs/integrations/activity-definitions/`
+- Helix correlation is linked from both repos
+
+---
+
+## Sequencing
+
+```
+Part 1 (T01–T03)  ──→  can run in parallel with Part 2
+        │
+Part 2 (T04–T08)  ──→  Part 4 (T12–T13) doc hygiene
+        │
+Part 3 (T09–T11)  ──→  gates v1.2.0 tag
+        │
+Part 4 (T14)      ──→  before v1.2.0 merge freeze
+        │
+Part 5 (T15–T16)  ──→  non-blocking; parallel with Parts 2–4
+```
+
+Estimated effort: 2–4 sessions.
+
+---
+
+## Out of Scope
+
+- Public pypi.org publication (optional; Gitea registry remains primary)
+- Interactive agent selection wizard (defer to WP-0006)
+- Full `KaizenAgentTemplate.md` schema enforcement in `validate` (defer to WP-0006)
+- Automated documentation generation from agent metadata
+- Owning activity-core, agentic-resources, or artifact-store code
+
+---
+
+## Success Criteria
+
+1. Tag `v1.2.0` triggers Gitea PyPI publish without manual intervention.
+2. A new consumer can install from docs alone (no tribal knowledge about extra index).
+3. Packaged wheel agent fleet cannot drift silently from `agents/`.
+4. WP-0004 ecosystem artifacts have clear operator handoff paths.
+
+---
+
+## State Hub Task IDs
+
+| Code | UUID |
+|------|------|
+| T01 | 1fb6b04e-0854-4cc9-83c7-5abf85fe5bff |
+| T02 | bdb9e463-bdfb-405c-afc4-e93a7d58a18b |
+| T03 | 6a2132e7-8b3f-4960-a5e8-85bad81e8b13 |
+| T04 | 553cba3a-dafa-483a-9200-70ac3f5eb2d7 |
+| T05 | 7e6663a5-fedf-4b1c-acd9-6df6b43d8a12 |
+| T06 | fe553788-357f-45c4-8400-f764f68c1cde |
+| T07 | b131ff67-fe21-4d95-904b-6a0b916c5502 |
+| T08 | 07dd4d25-250c-455c-8363-49269d2ee59f |
+| T09 | 7437cedd-5f7e-4c4d-9142-4f67470c9e52 |
+| T10 | ddbe2114-7a47-48fd-a145-b22dca2b581a |
+| T11 | 5417524f-03c0-40ed-a48b-a7906e6daf8f |
+| T12 | 5cfad56c-2664-4b2d-b5f9-4792c958c9a2 |
+| T13 | fbca9be4-3d2b-4989-baaf-97e6926bdc66 |
+| T14 | a6966cfa-ca59-4087-8989-2870dc69b13f |
+| T15 | fbf3f1a8-4818-473e-ae0d-cd80118e5319 |
+| T16 | 37679ce7-dcb6-42a4-820d-cf8b32c2a248 |
+
+**Hub workstream:** `kaizen-wp-0005-adoption-parity` (`88c7b3e6-be98-480c-b47b-936e74a1a31b`)
+
+---
+
+## Notes
+
+- Deferred from TODO.md [1.1.0]: agent selection wizard, template schema validation,
+  doc generation automation → candidate **WP-0006** (v1.3.0)
+- `make agents-update` updates project-installed agents via CLI; it does **not**
+  sync `agents/` → `data/agents/` — T09 addresses that gap explicitly
+- Part 1 T01 requires Gitea UI access (human step); automation cannot set secrets