phase-memory/workplans/PMEM-WP-0013-credentialed-adapter-drills-and-deployment-packaging.md

id, type, title, domain, repo, status, owner, topic_slug, created, updated, state_hub_workstream_id

id	type	title	domain	repo	status	owner	topic_slug	created	updated	state_hub_workstream_id
PMEM-WP-0013	workplan	Credentialed Adapter Drills And Deployment Packaging	markitect	phase-memory	finished	codex	phase-memory	2026-05-19	2026-05-19	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

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

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

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

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

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

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.