pal-e-docs

Phase 11: Board Workflow Enforcement

phase-pal-e-agency-11-board-workflow-enforcement Phase

Project
Goal: Make the board the single source of truth for work status. Connect existing infrastructure (boards, sync, label hooks, skill files) into a coherent continuous-flow kanban workflow with sensible enforcement — auto-updates and reminders, not hard gates on board position.
Owner: Betty Sue (SOP + coordination), Dottie (skill notes + project pages), Dev agent (hook/skill code in claude-custom)
Repo: forgejo_admin/claude-custom (skills + hooks)
Depends on: Phase 5b board auto-sync (pal-e-docs — COMPLETED), Phase 10a hook catalog (COMPLETED)

Scope

Model: Continuous kanban flow. No time-boxed sprints. Boards are the execution view of plans — items flow left to right as work progresses. Sync keeps boards honest. Enforcement is sensible: auto-update where possible, remind where automation isn't feasible, never block on board position.
Context: The board data model, auto-sync, Forgejo issue sync (27 issues across 9 boards), and label signaling are all LIVE. Four sprint skill SKILL.md files exist in claude-custom but reference pal-e-docs skill notes that were never created — dead commands. The remind-sprint-update.sh hook fires on merge but is a reminder, not automation. Project pages have stale Board sections. Terminology still says "sprint" where "board" is correct.
Subphase Deliverable Owner Status
11a Board workflow SOP — <code>sop-board-workflow</code>. Column semantics, sync cadence, item lifecycle, label-to-column mapping, triage procedure, DORA integration. Updated <code>agent-workflow</code> and <code>sop-index</code>. Betty Sue COMPLETED
11b Rename sprint skills to board skills — PR #94 merged. <code>sprint-*</code> → <code>board-*</code>, <code>sprint-kickoff</code> deleted. SKILL.md files reference <code>skill-board-*</code> notes. Issue #93 closed. Dev agent COMPLETED
11c Create 3 skill notes — <code>skill-board-sync</code>, <code>skill-board-status</code>, <code>skill-board-add</code>. Added to <code>sop-index</code> Skills table. Betty Sue COMPLETED
11d Session-start auto-sync — PR #98 merged. <code>session-start-board-sync.sh</code> calls <code>sync_board</code> on 5 active boards at session start. Shared <code>boards-config.sh</code> for DRY. Issue #97 closed. Dev agent COMPLETED
11e Post-merge auto-board-update — PR #98 merged. <code>board-item-on-merge.sh</code> replaces <code>remind-sprint-update.sh</code>. Auto-moves board items to done via Forgejo API + pal-e-docs API. All 'sprint' refs cleaned from hooks + settings.json. Dev agent COMPLETED
11f Fix stale project pages — updated Board sections on project-pal-e-platform, project-pal-e-docs, project-pal-e-agency, project-westside-basketball. Updated <code>agent-workflow</code> Kanban section. Betty Sue COMPLETED

Dependency Chain

11a (SOP) informs all other subphases. 11b + 11c are paired (skill code + skill notes). 11d, 11e, 11f are independent but all depend on 11a for column semantics.

Verification

  • /board-sync invoked successfully — boards reconcile with plan phases and Forgejo issues
  • /board-status returns meaningful summary of all active boards
  • /board-add creates a board item from a Forgejo issue URL
  • Session start auto-syncs boards without manual intervention
  • Post-merge automatically moves board item to done
  • All project page Board sections are accurate
  • agent-workflow reflects continuous kanban with no sprint-cycle language
  • plan-pal-e-agency — parent plan
  • agent-workflow — the operating model this phase enforces
  • hook-catalog — enforcement surface map (10a)
  • phase-2026-03-03-4-betty-sue-skill — original sprint skill plan (superseded by this phase)
  • phase-pal-e-docs-auto-population — board auto-sync infrastructure (5b)