---
id: PMEM-WP-0013
type: workplan
title: "Credentialed Adapter Drills And Deployment Packaging"
domain: markitect
repo: phase-memory
status: finished
owner: codex
topic_slug: phase-memory
created: "2026-05-19"
updated: "2026-05-19"
state_hub_workstream_id: "3343c4bf-40f4-42c9-9713-2a441349f723"
---

# PMEM-WP-0013: Credentialed Adapter Drills And Deployment Packaging

## Goal

Move from live-shaped local fixtures to optional credentialed operational
drills, deployable service packaging, and compatibility release discipline.

## Current Evidence

`PMEM-WP-0012` added service binding, executable local-store migrations,
live-shaped adapter packs, audit retention/export plans, evaluation threshold
reports, and public API snapshots. The scorecard now rates the repo at
**4.2 / 5**.

## Non-Goals

- Require live credentials in default tests.
- Store credentials, tokens, or endpoints in Git.
- Make one hosted service topology mandatory.
- Move Markitect or Kontextual ownership into phase-memory.

## T01 - Add credential-gated adapter smoke drills

```task
id: PMEM-WP-0013-T01
status: done
priority: high
state_hub_task_id: "e4940a9d-130e-47ea-ba16-7b090841855c"
```

Add optional smoke tests for credentialed Markitect/Kontextual adapters that
skip unless explicit environment variables are present.

Acceptance:

- Default test suite remains offline and deterministic.
- Credentialed drills reuse adapter manifest validation and conformance helpers.
- Skipped tests clearly list the required environment variables.

## T02 - Package the service binding for deployment

```task
id: PMEM-WP-0013-T02
status: done
priority: high
state_hub_task_id: "bf8d2159-761a-47f5-b7be-41ad52460b64"
```

Add a deployable service entrypoint around the framework-neutral binding.

Acceptance:

- The package can expose health, readiness, contracts, and operation dispatch
  over a local service process.
- Deployment remains optional and dependency-light.
- Tests cover entrypoint construction without opening a real listener.

## T03 - Add operator readiness runbook

```task
id: PMEM-WP-0013-T03
status: done
priority: medium
state_hub_task_id: "7e39e894-8754-4977-abdd-00f3bf1a73d1"
```

Document service startup, readiness checks, migration apply, audit export, and
rollback expectations for operators.

Acceptance:

- Runbook covers happy path and failure triage.
- It distinguishes local fixture mode, live-shaped mode, and credentialed live
  mode.
- It links back to API compatibility and maturity gates.

## T04 - Enforce audit retention pruning plans

```task
id: PMEM-WP-0013-T04
status: done
priority: medium
state_hub_task_id: "b23e3126-bbfa-44b1-b2a1-22cda968f5d8"
```

Move from retention planning to explicit retention apply behavior.

Acceptance:

- Audit sinks can produce and apply deterministic pruning plans.
- Apply behavior records an audit event.
- Tests cover no-op, eligible-record, and unsupported-sink paths.

## T05 - Add evaluation trend artifacts

```task
id: PMEM-WP-0013-T05
status: done
priority: medium
state_hub_task_id: "2e71fedd-aac6-42c9-822c-6305412ea064"
```

Persist deterministic evaluation reports as trendable artifacts.

Acceptance:

- Reports include run metadata and threshold deltas.
- Fixtures can be compared without live dependencies.
- Regression diagnostics remain actionable.

## T06 - Add compatibility release notes template

```task
id: PMEM-WP-0013-T06
status: done
priority: low
state_hub_task_id: "c1a8f699-9a0b-4983-8d35-e59cd124dd58"
```

Add release-note and migration-note templates for public API changes.

Acceptance:

- Template calls out changed exports, changed service operations, migration
  needs, and operator action.
- API snapshot updates require a release note reference.

## Acceptance Criteria

- The project has concrete evidence toward the 4.3+ scorecard gate.
- Credentialed adapter drills are available but never required by default.
- Service binding can be packaged and exercised as an operator-facing service.

## Closure Review

Completed on 2026-05-19.

Implemented:

- Credential-gated adapter drill helpers and a skipped smoke test that lists
  required environment variables when credentials are absent.
- `phase-memory-service` stdlib service entrypoint with check mode, WSGI app
  creation, and no-listener tests.
- Operator readiness runbook covering startup, readiness, migrations, audit
  export/retention, credentialed drills, rollback, and compatibility release
  discipline.
- Audit retention apply behavior for recording, JSONL, and telemetry sinks,
  with runtime audit traces and unsupported-sink coverage.
- Evaluation trend artifacts with run metadata, threshold deltas, metric deltas,
  and regression diagnostics.
- Release-note template and public API snapshot gate requiring compatibility
  release notes for changed exports or service operations.
- Scorecard update from 4.2 to 4.3 and PMEM-WP-0014 as the next ready
  refinement workplan.

Verification:

- Focused PMEM-WP-0013 tests passed: 18 passed, 1 skipped.