Portfolio Classification Policy
Scope
The portfolio is curated. Public availability on the account does not automatically create portfolio membership.
Decision sequence
- Assign an account-level
portfolio_disposition. - For included or adjacent work, assign strategic
tier. - Record
maturity,lifecycle,operational_status,specification_status, andprovenanceseparately. - Declare authority scope and explicit non-authority boundaries.
- Identify validation commands, evidence outputs, and known limitations.
- Set a review date and define promotion, demotion, suspension, supersession, or archival conditions.
Portfolio dispositions
| Value | Meaning |
|---|---|
included |
Governed member of the curated portfolio |
adjacent |
Relevant work presented with explicit separation from the core portfolio |
upstream-reference |
Fork or mirror used primarily for collaboration, reference, tracking, or contribution |
adapted-upstream-work |
Fork with substantive portfolio-local implementation, risk, deployment, assurance, documentation, or learning artefacts; upstream authority remains external |
historical |
Retained portfolio evidence without a current adoption claim |
unrelated |
Public account repository outside portfolio scope |
pending-review |
Awaiting a time-bounded inclusion or exclusion decision |
Maturity vocabulary
| Value | Evidence expectation |
|---|---|
exploratory |
Problem framing and scope exist; no implementation dependency is asserted |
working-draft |
Structured artefacts exist but may change materially |
implementation-draft |
Prototype implementation is possible and validation guidance exists |
candidate |
Near feature-complete and undergoing systematic validation |
pilot-ready |
Documented deployment path, tests, and pilot artefacts exist |
stable |
Versioned, governed, documented, and suitable for declared stable use |
maintenance |
Stable scope receiving corrections and compatibility updates |
historical |
Retained for provenance or reference without current adoption claims |
upstream-tracking |
Local fork tracks or contributes to an upstream authority |
Federated status authority
Featured original repositories and adapted upstream work should publish PROJECT-STATUS.yaml using the shared schema. The member repository owns maturity, lifecycle, specification status, intended use, validation, and evidence declarations. The profile repository owns membership, strategic tier, presentation, and cross-repository relationship metadata.
When evidence is insufficient or declarations conflict, the profile records a finding and may downgrade presentation. It does not silently alter member-owned status.
Review and revocation
A repository may be demoted, suspended, marked historical, superseded, or removed from the curated portfolio when:
- required evidence is missing or irreproducible;
- status declarations become stale;
- authority claims overlap without resolution;
- an upstream fork is presented as original authority or its fork-local adaptations are not clearly bounded;
- a review deadline expires without disposition;
- maintenance or security obligations are not met;
- another repository supersedes its function.