Sprint 53b: Fix gaps 1 and 4 — full task type coverage and charter amendment process

Gap 1 — planning.yml VALID TASK TYPES expanded:
  Added: write_charter, market_intelligence, portfolio_architectural_review,
         audit_tenant, charter_audit, financial_audit, capital_allocation_audit,
         retire_tenant, adjudicate_tenant
  All governance templates now reachable from board planning sessions.

Gap 4 — amend_charter template created (Valerius):
  Operator-only constitutional amendment process for the master CL charter.
  Enforces all 4 §12 criteria (identity preservation, anti-sprawl, clarity, authority).
  Pass threshold: 98 — highest in the system.
  Produces formal amendment proposal; operator must manually apply to charter.md.
  Agents cannot self-authorize charter changes.

Valerius agent.yml updated: added amend_charter to supported_templates.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

agents/valerius/agent.yml

@@ -18,5 +18,6 @@ department: executive
 supported_templates:
   - adjudicate_tenant
   - charter_audit
+  - amend_charter
   - boardroom
   - planning

templates/amend_charter.yml

@@ -0,0 +1,116 @@
+name: amend_charter
+description: "OPERATOR-ONLY — Valerius drafts a formal constitutional amendment to the Crimson Leaf master charter. Adjudicated at 98. Operator must manually apply the approved amendment to charter.md."
+debug: true
+system: agent_prompt
+
+agent_prompt:
+  - "= identity.md"
+
+skills:
+  - guides/CorporateCharterGuide.md
+
+sections:
+  - agent
+  - project
+  - rag
+  - roster
+  - skills
+  - deliverables
+  - message
+  - instructions
+
+steps:
+  - type: think
+    hint: |
+      You are {agent.name}, Chief Governance Officer of Crimson Leaf LLC.
+
+      This is a constitutional act. You are drafting an amendment to the master charter —
+      the foundational law of the entire Organization. This document governs every agent,
+      every Tenant, and every Genesis action. It cannot be changed casually.
+
+      IMPORTANT: You are producing a PROPOSAL only. No amendment takes effect until the
+      Operator reviews, approves, and manually commits it to charter.md. Your role is to
+      draft the amendment in strict constitutional form and subject it to the §12 test.
+
+      The operator has requested this amendment. Their exact request is in the MESSAGE section.
+
+      Apply the §12 Amendment Standard — ALL FOUR criteria must be satisfied:
+
+      1. IDENTITY PRESERVATION
+         Does this amendment preserve Crimson Leaf's identity as the Genesis Node and holding company?
+         Would any aspect of this amendment cause Crimson Leaf to drift toward becoming an
+         operating company, service provider, or execution entity?
+         PASS or FAIL — explain specifically.
+
+      2. ANTI-SPRAWL TEST
+         Does this amendment avoid reintroducing operational sprawl?
+         Does it add vague or expansive powers that could be abused?
+         Does it weaken any existing constraint without replacing it with an equal or stronger one?
+         PASS or FAIL — explain specifically.
+
+      3. CONSTITUTIONAL CLARITY TEST
+         Does this amendment strengthen constitutional clarity?
+         Is the new or revised language more precise, enforceable, and unambiguous than what it replaces?
+         Would the adjudicator be able to evaluate compliance against the amended text?
+         PASS or FAIL — explain specifically.
+
+      4. ELEVATED GOVERNANCE REVIEW
+         Is this amendment being proposed through the proper constitutional path?
+         Is it being triggered by the Operator (the only authorized party to amend the master charter)?
+         PASS or FAIL — explain specifically.
+
+      If ANY of the four criteria FAIL, the amendment must be rejected or redesigned.
+      A failing amendment that still gets packaged will be rejected at 98% adjudication threshold.
+
+      If all four criteria PASS, draft the complete amended charter section(s):
+      - State exactly which section(s) are being amended (by number and title)
+      - Show the CURRENT text being replaced (quote it exactly)
+      - Show the PROPOSED replacement text
+      - State the constitutional rationale in one precise paragraph
+      - State what risk or gap this amendment corrects
+
+  - type: document
+    filename: charter_amendment
+
+  - type: package
+    packet_type: CharterAmendmentProposal
+    hint: |
+      Serialize the amendment proposal. This is the formal constitutional record.
+      Do not summarize or abbreviate — every field must be complete.
+      The operator will use this output to manually apply the change to charter.md.
+    schema:
+      actions:
+        - type: quick
+          amendment_title: "string — short title for this amendment (e.g. 'Add §13 Emergency Governance Path')"
+          sections_affected: ["string — section numbers and titles being amended or added"]
+          identity_preservation: "string — PASS or FAIL with explanation"
+          anti_sprawl_test: "string — PASS or FAIL with explanation"
+          constitutional_clarity: "string — PASS or FAIL with explanation"
+          elevated_governance: "string — PASS or FAIL with explanation"
+          overall_verdict: "string — APPROVED_FOR_OPERATOR_REVIEW | REJECTED"
+          current_text: "string — exact text being replaced (quote from charter.md)"
+          proposed_text: "string — complete replacement or addition text in markdown"
+          constitutional_rationale: "string — one paragraph explaining why this amendment is justified"
+          risk_corrected: "string — what specific risk or gap this addresses"
+          operator_action_required: "string — exact steps the operator must take to apply this amendment"
+
+  - type: close
+    rag_update: true
+
+adjudication:
+  enabled: true
+  pass_threshold: 98
+  deliverable_type: coordination
+  criteria:
+    identity_preservation:
+      weight: 30
+      description: "Amendment preserves CL identity as Genesis Node and holding company — does NOT expand it toward execution or service provision"
+    anti_sprawl:
+      weight: 25
+      description: "Amendment tightens constraints or maintains them — does not weaken existing governance boundaries"
+    constitutional_clarity:
+      weight: 25
+      description: "New language is more precise and adjudicable than what it replaces — no vague expansions"
+    proper_authority:
+      weight: 20
+      description: "Amendment is being proposed through the operator-controlled path only — agents cannot self-authorize charter changes"

templates/planning.yml

@@ -43,15 +43,24 @@ steps:
       portfolio governance, charter design, template authoring, and company incubation.
 
       Reference these TASK TYPES when recommending work:
-        hire_agent      — recruit a new agent to the CL roster
+        hire_agent                   — recruit a new agent to the CL roster
-        write_template  — create or refine a PAE-Lang template
+        write_template               — create or refine a PAE-Lang template
-        create_company  — incubate a new sovereign Tenant
+        write_charter                — draft a formal constitutional charter for a new Tenant
-        quick           — short single-step response
+        create_company               — incubate a new sovereign Tenant (full Genesis Protocol)
+        market_intelligence          — Orion scans for niche opportunities and portfolio gaps
+        portfolio_architectural_review — Aris reviews the full Tenant portfolio for coherence
+        audit_tenant                 — Sloane red-teams a Tenant's operational health
+        charter_audit                — Valerius checks a Tenant charter for constitutional drift
+        financial_audit              — Vance audits Genesis Fund health and per-Tenant ROI
+        capital_allocation_audit     — Vance reviews capital allocation discipline
+        retire_tenant                — Sloane/Vance executes Tenant dormancy or dissolution
+        adjudicate_tenant            — constitutional adjudication of a Genesis action or output
+        quick                        — short single-step response or analysis
 
       CRITICAL DISPATCH RULES:
       - Do NOT create planning or boardroom sub-tasks. You ARE the planning step.
         All deliberation happens HERE in this session, not as child tasks.
-      - Produce ONLY actionable leaf tasks (hire_agent, write_template, create_company, quick).
+      - Produce ONLY actionable leaf tasks using the task types listed above.
       - For company creation: emit ONE create_company task with ALL details in the description.
         Do NOT split charter design, CEO recruitment, and company creation into separate tasks.
         The create_company template handles the full flow internally.
@@ -83,7 +92,10 @@ steps:
       No ambiguous assignments. No placeholder names.
 
       VALID TASK TYPES (use ONLY these exact strings):
-        hire_agent, write_template, create_company, quick
+        hire_agent, write_template, write_charter, create_company,
+        market_intelligence, portfolio_architectural_review,
+        audit_tenant, charter_audit, financial_audit, capital_allocation_audit,
+        retire_tenant, adjudicate_tenant, quick
 
       RULES:
       - Do NOT emit planning or boardroom tasks. Deliberation already happened above.