Refine maturity scorecard and next hardening plan

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---
id: PMEM-WP-0011
type: workplan
title: "Refinement Hardening And Operational Readiness"
domain: markitect
repo: phase-memory
status: ready
owner: codex
topic_slug: phase-memory
created: "2026-05-18"
updated: "2026-05-18"
state_hub_workstream_id: "a427c05f-0ff5-49d1-b719-7dfd4f1f8571"
---
# PMEM-WP-0011: Refinement Hardening And Operational Readiness
## Goal
Close the gap exposed by the refined maturity scorecard: the local core is
integration-ready, but the operational surface still needs service parity,
durability/migration semantics, richer evaluation, and adapter compatibility
gates.
## Current Evidence
The repo now has:
- deterministic runtime envelopes and CLI behavior;
- file-backed graph/event/audit adapters;
- policy, review, and activation denials;
- Markitect package bridge envelopes;
- profile-derived runtime config and lifecycle rules;
- service contracts, health checks, and adapter conformance helpers;
- fake external adapter packs.
The refined scorecard in `docs/maturity-scorecard.md` scores the project at
**3.8 / 5** overall, with stronger local integration maturity than operational
maturity.
## Non-Goals
- Build production-hosted services in this repo.
- Add network credentials or live service dependencies to default tests.
- Replace fake adapter packs with mandatory live adapters.
- Expand beyond phase-memory's ownership boundary.
## T01 - Bring service runner to contract parity
```task
id: PMEM-WP-0011-T01
status: todo
priority: high
state_hub_task_id: "2b3c6eb4-8d3f-4c73-ab53-74e1bed8b93f"
```
Implement local service runner handling for every operation in
`SERVICE_OPERATIONS`, especially `package.compile`, `lifecycle.apply`, and
`audit.query`.
Acceptance:
- Every operation in `service_contracts()` has a local runner path or explicit
unsupported diagnostic.
- Tests cover successful `package.compile`, review-gated `lifecycle.apply`,
and audit querying.
## T02 - Harden local persistence migration and repair
```task
id: PMEM-WP-0011-T02
status: todo
priority: high
state_hub_task_id: "2c19cfb0-e147-40b8-b964-6c617bddb90e"
```
Add migration and repair semantics for the local file-backed store.
Acceptance:
- Store metadata can declare schema versions and planned migrations.
- Repair diagnostics distinguish corruption, missing references, and migration
needs.
- Writes are made safer through atomic write behavior where practical.
## T03 - Expand evaluation fixtures and gates
```task
id: PMEM-WP-0011-T03
status: todo
priority: high
state_hub_task_id: "cdce1c6a-4581-4184-87c6-f7bec6c3fcbd"
```
Broaden activation/lifecycle evaluation beyond the single primary fixture
family.
Acceptance:
- Add at least three profile/graph scenario families.
- Cover policy-denied activation, profile lifecycle rules, event-path
activation, semantic-index hints, and budget pressure.
- Add deterministic report fixtures or threshold assertions.
## T04 - Add adapter pack compatibility manifests
```task
id: PMEM-WP-0011-T04
status: todo
priority: medium
state_hub_task_id: "602c22bb-d440-4d38-a51f-bf6ed504fd1e"
```
Define manifest metadata for fake and future live adapter packs.
Acceptance:
- Adapter packs can declare capabilities, ownership boundaries, and required
conformance helpers.
- Fake pack tests use the manifest rather than only direct class assertions.
- Missing capability diagnostics are explicit.
## T05 - Make policy/audit retention inspectable
```task
id: PMEM-WP-0011-T05
status: todo
priority: medium
state_hub_task_id: "c4fa6001-b20c-4ec1-b885-af9b80c832de"
```
Add query and retention behavior around audit records.
Acceptance:
- Audit sink query behavior is exposed through runtime/service paths.
- Retention metadata is visible and testable.
- Review and denial audit records can be traced after operations.
## T06 - Improve operational developer experience
```task
id: PMEM-WP-0011-T06
status: todo
priority: medium
state_hub_task_id: "f4674eaf-cbc1-4eac-b1d1-b07ae51289cf"
```
Add end-to-end recipes, troubleshooting, and API compatibility notes.
Acceptance:
- README links to the refined maturity scorecard.
- Docs include a local end-to-end recipe from profile/graph import to
lifecycle, activation, package compile, audit query, and health.
- Public API compatibility expectations are documented.
## Acceptance Criteria
- Refined maturity blockers have concrete executable coverage.
- The scorecard can move from 3.8 toward 4.0 based on behavior, not optimism.
- StateHub has this refinement workplan as the next actionable PMEM workstream.
## Closure Review
Pending implementation.