Portfolio skill adaptation — validation
Portfolio skill adaptation — validation
Date: 2026-09-23. Scope: lip-tqk.4, adapting the core docs and portfolio skill. These agent trials do not replace the coordination-team walkthrough required by lip-tqk.10.
Baseline
An independent read-only simulation of the personal portfolio skill found that its add/update procedures would create Markdown next-action checklists, assume a generated index/builder, and default uncertain work to backlog. It did not define initiative-root/descendant queries or explicitly separate historical source status from current activity. Life Itself's repository instructions overrode some of those behaviours, demonstrating why copying the skill unchanged was unsuitable.
Adapted workflow trials
A separate agent read only the new repository instructions, skill and linked docs, then exercised three requests in disposable fixtures, without mutating live records or Beads:
| Request | Observed result |
|---|---|
| Add enduring research work with unknown owner/activity and a spreadsheet saying Active in 2021 | Initiative record retained null owner and unknown current status, with historical source evidence separate; two confirmation actions lived solely in the synthetic tracker |
| Refresh a project with three Beads children and only the root initiative-labelled | Existing tasks were reused, relationships preserved and children remained unlabelled; direct-label lookup returned three records versus six after explicitly traversing descendants; completion of an existing drafting task unblocked its existing review task |
Review a legacy Status: shaping record without an index | Phase was separated from unknown lifecycle, source links and answered questions preserved; one confirmed active fixture was distinguished from two unknown records and one unconverted legacy file |
All three trials passed the agreed context/execution, uncertainty and discovery requirements. These are fixture results, not proof of an installed production initiative-query tool. The real query procedure remains lip-tqk.11.
Structural checks
The skill passed the skill-creator frontmatter validator. Documentation frontmatter examples parsed as YAML after extracting their Markdown frontmatter boundaries. Local documentation/skill/entry-point links resolved. The documented live bd list --all --limit 0 --label initiative:planning --json command executed successfully; its limited direct-label semantics are explicitly documented. Markdown whitespace checks passed.
The personal skills outside portfolio are inventoried with adaptation/defer decisions in docs/workflow.md. No generated view or skill-discovery symlink is assumed; AGENTS.md links directly to the repository skill.
