Refine maturity scorecard and next hardening plan

docs/maturity-scorecard.md

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+# Phase Memory Maturity Scorecard
+
+Updated: 2026-05-18
+
+## Purpose
+
+This scorecard tracks progress toward `INTENT.md`: a profile-driven,
+phase-aware memory infrastructure layer for agentic systems.
+
+The original scorecard treated roadmap closure and fake external adapters as
+near-operational maturity. The refined scoring below is stricter: fake adapters
+prove wiring and contracts, but live durability, migration, telemetry, service
+bindings, and broader evaluation corpora are still needed before scoring close
+to 5.
+
+## Scoring Model
+
+| Score | Meaning |
+| --- | --- |
+| 0 | Not started. |
+| 1 | Intent or docs only. |
+| 2 | Deterministic local library behavior with tests. |
+| 3 | Usable runtime or CLI behavior with stable envelopes. |
+| 4 | Integration-ready local service boundary with policy, persistence, interop, and conformance coverage. |
+| 5 | Operationally mature with live adapter implementations, migrations, telemetry, retention, service bindings, and evaluation gates. |
+
+## Current Score
+
+Overall maturity: **3.8 / 5**
+
+Two sub-scores make the result easier to reason about:
+
+- Local integration maturity: **4.1 / 5**
+- Operational maturity: **3.2 / 5**
+
+The repo is strong as a deterministic local library and service-boundary core.
+It is not yet production-operational because the external adapters are fakes,
+durability semantics are basic, service bindings are framework-neutral shapes
+rather than deployable endpoints, and evaluation coverage is still narrow.
+
+## Dimension Scorecard
+
+| Dimension | Score | Target | Evidence | Needed Next |
+| --- | ---: | ---: | --- | --- |
+| Intent and boundaries | 4.4 | 5.0 | `INTENT.md`, `SCOPE.md`, `README.md`, architecture docs, adjacent-repo boundary docs | Keep docs current as live adapters and service bindings clarify real ownership. |
+| Package and API foundation | 4.2 | 4.5 | Python package, public exports, runtime facade, CLI, service config, dependency-light tests | Add API stability notes and compatibility checks for public exports. |
+| Markitect profile contract ingress | 3.7 | 4.5 | Profile loading, diagnostics, runtime envelopes, profile-derived config, local alias normalization | Add richer compatibility fixtures and schema drift diagnostics. |
+| Graph and event ingress | 3.7 | 4.5 | Graph loading, endpoint diagnostics, event model, JSONL log, export, repair checks, fake graph/event adapters | Add broader malformed/large graph fixtures and migration repair coverage. |
+| Phase domain model | 3.5 | 4.5 | Phases, lifecycle states, actions, paths, retention rules, profile-derived transition rules | Add migration semantics for profile/rule changes over durable stores. |
+| Profile execution planning | 4.0 | 4.5 | Adapter plan, capabilities, policy gates, fallback behavior, config-driven local/external resolution | Add compatibility gates for live adapter packs. |
+| Lifecycle planning and apply | 3.6 | 4.5 | Dry-run lifecycle plans, profile rules, review-gated local apply | Add service `lifecycle.apply` handling, migration semantics, and better apply audit queries. |
+| Activation planning | 3.8 | 4.8 | Budgeted activation, selections, package request, graph neighborhoods, paths, ranking, metrics | Wire semantic-index-assisted retrieval and expand evaluation corpora. |
+| Local persistence | 3.2 | 4.5 | File-backed graph store, JSONL event log, audit sink, export, repair diagnostics | Add atomic writes, schema migration, compaction/retention utilities, and stronger corruption recovery. |
+| Policy, review, and audit | 3.5 | 5.0 | Operation points, review records, audit schema, denials, redaction, fake external policy/audit adapters | Add audit query service, retention policy behavior, and live policy adapter boundary. |
+| Observability and operations | 3.3 | 4.8 | Health report, config diagnostics, adapter status, fake telemetry audit sink | Add metrics/event export, retention diagnostics, and deployable health/readiness binding. |
+| Markitect interop | 3.7 | 4.5 | Local validation, package request/response envelopes, fake compiler | Add optional live Markitect compiler adapter and contract compatibility suite. |
+| Kontextual/Infospace interop | 3.1 | 4.5 | Delegation envelope, fake runtime registry, activation quality report fixture | Add live/fake delegation scenarios and broader Infospace restart reports. |
+| Testing and evaluation | 3.8 | 4.5 | 60 deterministic tests over runtime, CLI, adapters, policy, activation, lifecycle, service, fakes | Add multi-profile/multi-graph evaluation corpus and regression thresholds. |
+| Service readiness | 3.9 | 4.8 | Service contracts, local runner, health, config, adapter conformance, fake pack | Implement missing service operations and optional framework binding. |
+| Developer experience | 3.8 | 4.5 | README, package map, CLI examples, persistence/policy/interop/service/lifecycle/fake-pack docs | Add troubleshooting, examples, and end-to-end recipes. |
+
+## Assessment
+
+The project has a credible core. The runtime envelopes, policy/review model,
+profile-derived configuration, lifecycle rules, local persistence, fake
+external pack, and conformance helpers form a solid integration boundary.
+
+The biggest optimization opportunity is not another broad feature burst. It is
+closing the gap between declared contracts and runnable operational behavior:
+the service contract advertises operations that the local runner only partly
+handles, persistence needs migration/durability semantics, and evaluation needs
+more than one small fixture family.
+
+## Recommended Refinement Workplan
+
+Create and execute `PMEM-WP-0011`: refinement hardening and operational
+readiness.
+
+Highest-value tasks:
+
+- Bring service runner parity to the published operation catalog:
+  `package.compile`, `lifecycle.apply`, and `audit.query`.
+- Add local-store schema migration and repair hardening, including atomic write
+  behavior and migration diagnostics.
+- Expand evaluation fixtures across multiple profiles, graph shapes, policies,
+  lifecycle rules, and activation budgets.
+- Add live-adapter readiness manifests so fake and future live packs can be
+  tested by the same compatibility suite.
+- Add audit query and retention semantics that make policy/audit behavior
+  inspectable after runtime operations.
+- Improve DX with troubleshooting, end-to-end recipes, and API compatibility
+  notes.
+
+## Score Movement Gates
+
+Move overall score to **4.0** when:
+
+- Service runner handles every operation in `SERVICE_OPERATIONS`.
+- Audit query and lifecycle apply are covered through service contracts.
+- Local persistence has migration diagnostics.
+- Evaluation fixtures cover at least three profile/graph families.
+
+Move overall score to **4.3+** when:
+
+- Live optional Markitect or Kontextual adapter can be used behind the same
+  conformance suite as the fake pack.
+- Operational docs include a deployable service binding or a clear embedding
+  recipe.
+
+Move overall score to **4.7+** only when:
+
+- Live adapter behavior, telemetry, audit retention, migration, and evaluation
+  gates are all exercised by repeatable tests or documented operator drills.