Align release policy and complete policy adoption
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# Policy Alignment Implementation Plan
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Status: ready for implementation.
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Status: complete.
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## Scope and selected decisions
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## Stage 3 — Align release-policy wording without changing the workflow
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**Completed 2026-09-28.** Adopted compatible upstream v1.4 release wording,
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retained the existing source-only runbook and historical exceptions, expanded
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the single attribution entry, and closed the policy roadmap. All seven policy
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versions, dates, pinned source links, live discovery links, attribution scope,
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license bytes, local links, and whitespace were reviewed. The staged diff and
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documentation-link check passed; only authorized documentation and the CC
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license text changed across this plan. The separate release-workflow roadmap
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remains future work.
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### Work
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1. Compare the current release policy with pinned upstream v1.4. Use upstream
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# Standard Policy Documentation Alignment
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Status: accepted target; execution is defined in the [implementation plan](implementation.md).
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Status: implemented on 2026-09-28. The [implementation record](implementation.md)
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contains the completed stages and validation evidence.
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## Intent and baseline
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ConfigKit's seven [adopted policies](../policy/meta.md) now identify the pinned
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Standard Repository Policies revision
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`d84a38ebab26f048cafbe59a2246700c35d29843` and their local adaptations.
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The [developer guide](../development.md#policy-reading-guide) routes tasks to
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applicable policies. [COPYRIGHT](../../COPYRIGHT) and the
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[attribution notices](../oss/attribution.md) identify the separately licensed
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adapted policy and orientation material.
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Align ConfigKit's adopted documentation with Standard Repository Policies while
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preserving substantive local decisions. Prefer upstream wording verbatim wherever
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differences are editorial; do not maintain a parallel local paraphrase of shared
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rules. Customization must serve a locally significant requirement.
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The [release policy](../policy/release.md) retains ConfigKit's existing
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operational requirements. The [maintainer runbook](../release.md) remains their
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command owner. The separate [release-workflow roadmap](release.md) owns future
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publication automation and gate review; this policy alignment did not implement
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that workflow.
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Local baseline: `0adb94f59e44827908eff401d4381a398fe17107` (v0.4.1).
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The selected upstream revision is
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`d84a38ebab26f048cafbe59a2246700c35d29843`. Its
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[adoption guide](https://gitea.maximumdirect.net/eric/policy/src/commit/d84a38ebab26f048cafbe59a2246700c35d29843/docs/adoption.md)
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owns the standard adoption procedure. This roadmap covers the adopted policy set,
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not just `docs/policy/documentation.md`.
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ConfigKit currently has six policies, no `meta.md`, and no per-document
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`Upstream Source` links. Its contributor guide routes tasks to documents but lacks
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the upstream selective-reading guidance. Licensing documentation covers the
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project and YAML dependency but not copied policy material. The release policy
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has intentionally retained its established workflow.
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Introduce accurate provenance going forward. Do not reconstruct old adoption
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baselines or add historical-uncertainty narratives.
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## Target policy set
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Remove upstream template instructions after adoption. Retain shared substantive
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wording unchanged except for necessary local adaptation and working references.
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| Document | Target |
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| --- | --- |
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| `docs/policy/meta.md` | Adopt upstream v1.0: local authority, upstream origin, discovery links, and policy provenance. |
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| `docs/policy/agents.md` | Adopt v1.3 wording, retaining local explanations of correctness constraints, protection of established contracts, and the rule that repeated agent-authored assertions are not evidence of approval. No change to standing commit authority. |
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| `docs/policy/architecture.md` | Use v1.3 as the customized template while preserving the opinionated library model, root-owned facade, dependency direction, existing invariants, and explicit avoidance of an imposed hexagonal framework. No code restructuring or new threat guarantees. |
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| `docs/policy/testing.md` | Adopt v1.3 shared wording. Retain ConfigKit-specific priorities and test ownership. Tests protect selected contracts; examples must not imply new rejection rules or mandatory inventories of techniques. |
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| `docs/policy/documentation.md` | Adopt v1.11 wording with a library-specific ownership table, including policy provenance. Omit inapplicable interfaces and empty placeholder documents. |
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| `docs/policy/oss.md` | Adopt v1.8 wording with necessary ConfigKit applicability and reference adjustments. Preserve the selected project grant and house interpretation of upstream notice links. |
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| `docs/policy/release.md` | Adopt compatible wording and accurate source metadata, preserving current operational requirements as explicit local adaptations until the separate release-workflow task lands. Do not describe the future publication command as implemented. |
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Each adopted document identifies its actual upstream template version, local
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update date, and full commit-specific `Upstream Source` URL. A deliberate adoption
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from the selected revision establishes the new baseline even where substantial
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project-specific content remains. Metadata must not imply adoption of upstream
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requirements deliberately replaced by local rules.
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## Orientation and upstream navigation
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Adapt upstream `agents/AGENTS.md` into the root orientation file. Keep the required
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agent-policy reading rule and route other reading through `docs/development.md`.
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The developer guide owns task triggers for all seven policies, including policy
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reviews through `meta.md`. Readers select applicable policies, reuse unchanged
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material already in context, follow relevant cross-references, and expand reading
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when scope changes. Reading the entire suite is not the default.
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Use live upstream project and adoption-guide URLs for discovery. Pin adopted-source
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and licensing-example URLs to full commits. Keep the upstream README, root agent
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instructions, contributor guide, adoption guide, and example collection upstream;
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do not copy them into ConfigKit. Root orientation derives from the upstream
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`agents/AGENTS.md` template, not its root AGENTS.md.
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## Attribution and licensing target
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Use the upstream canonical Standard Repository Policies entry in
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`docs/oss/attribution.md`, identifying the actual adapted material and linking its
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source, COPYRIGHT, and LICENSE at the selected commit. Include adapted orientation
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material where applicable. Preserve notices and modification identification
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without adding research or compliance narratives.
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Copy the applicable CC-BY-SA-4.0 text verbatim into `docs/oss/licenses/` and identify
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the separately licensed policy-document scope in root COPYRIGHT. ConfigKit code
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retains LGPL-3.0-or-later; root LICENSE retains the project license texts. Original
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upstream example formatting is CC0 and does not itself require an attribution
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entry or copying the example collection.
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Normalize the existing YAML entry to the current House Format: the prescribed
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document title, factual component identification, actual notice filenames,
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punctuation, and Source link. Remove editorial explanations while retaining
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upstream notices, copyright statements, license expression, and exact source
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revision. Keep MIT and Apache texts unchanged. Do not restore the author-owned
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adaptation section that the maintainer expressly removed.
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## Change surface and boundaries
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Affected files are the policy documents, root `AGENTS.md`, `docs/development.md`,
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COPYRIGHT, `docs/oss/attribution.md`, and the new CC license text. Repair affected
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local links and any misleading licensing summaries. Shared rules belong in their
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owning policies, not duplicated in the orientation guide or attribution entries.
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The [release-workflow roadmap](release.md) owns publication automation and gate
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selection. This work may align wording and references but does not alter release
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scripts, existing gates, supported platforms, publication completion, or library
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behavior. Coordinate edits to the release policy rather than maintaining two
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competing definitions. Published tags and historical release notes remain intact.
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## Completion criteria
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The policy set uses upstream language except for justified local substance,
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contains accurate forward-looking adoption metadata, and has working orientation
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and attribution links. Existing local contracts and explicit maintainer decisions
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remain intact. Documentation-link and whitespace checks, license-text comparisons,
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and ordinary content review provide proportionate validation. No synchronization
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service, scanner, legal sign-off, or new release gate is introduced.
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This roadmap defines the desired end state and local policy choices. It
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authorizes neither publication nor a release.
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These completed records remain until normal release preparation retires them.
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