@agentled/cli 0.7.4 → 0.7.6

package/README.md

@@ -221,6 +221,7 @@ The CLI now includes dedicated command groups matching MCP domains:
 - `agentled intent do ...`
 - `agentled proactive-agents ...`
 - `agentled models list`
+- `agentled clients feedback add|reply|validate|sync`
 
 ## Running workflows
 

package/dist/commands/clients.d.ts

@@ -0,0 +1,2 @@
+import { Command } from 'commander';
+export declare function registerClientsCommands(program: Command): void;

package/dist/commands/clients.js

@@ -0,0 +1,408 @@
+import { existsSync, mkdirSync, readdirSync, readFileSync, writeFileSync } from 'node:fs';
+import { join } from 'node:path';
+import { AgentledClient } from '../client.js';
+import { findWorkspaceDir } from '../utils/workspace-folder.js';
+import { printError, printOutput } from '../utils/output.js';
+const defaultClient = (slug, name) => ({
+    name: name ?? slug,
+    stage: 'active-sprint',
+    workspaceAlias: slug,
+    primaryWorkflowIds: [],
+    goals: [],
+    risks: [],
+    nextActions: [],
+    lastClientUpdate: null,
+});
+const DOSSIER_GUIDANCE = `# Client Dossier Operating Guide
+
+This dossier is local-first and DFE-facing. Keep it practical and execution-oriented.
+
+## What goes here (DFE operating trail)
+- Client context in \`client.json\`
+- POCs in \`contacts.json\`
+- Meeting notes in \`meetings/\`
+- Decisions and approvals in \`decisions/\`
+- Feedback snapshots in \`feedback/\`
+- Draft replies/emails in \`replies/\`
+- Validation evidence in \`validation/\`
+
+## What should NOT go here
+- Full implementation design docs for reusable platform architecture
+- Long-form ADRs or general system design notes
+- Prompt experiments unrelated to this specific client outcome
+
+## Separation from KG text / design docs
+- \`kg.text\` should contain durable, reusable product or workflow knowledge.
+- Client dossiers should contain engagement execution context (who asked what, when, and what was approved).
+- If a client-specific decision becomes reusable, summarize it into a design doc/KG entry and link back to the originating meeting or decision file.
+`;
+function slugify(s) {
+    return s.toLowerCase().trim().replace(/[^a-z0-9]+/g, '-').replace(/^-+|-+$/g, '');
+}
+function normalizeClientSlug(slug) {
+    if (slug.includes('..') || /[\\/]/.test(slug)) {
+        printError(`Invalid client slug: ${slug}`);
+    }
+    const normalized = slugify(slug);
+    if (!normalized)
+        printError(`Invalid client slug: ${slug}`);
+    return normalized;
+}
+function requireWorkspace() {
+    const wsDir = findWorkspaceDir(process.cwd());
+    if (!wsDir)
+        printError('No Agentled workspace folder found. Run this from an agentled_<slug> folder.');
+    return wsDir;
+}
+function resolveClientsRoot() {
+    return join(requireWorkspace(), 'clients');
+}
+function resolveClientDir(slug) {
+    return join(resolveClientsRoot(), normalizeClientSlug(slug));
+}
+function ensureClientDir(slug) {
+    const dir = resolveClientDir(slug);
+    mkdirSync(dir, { recursive: true });
+    return dir;
+}
+function readJson(path) {
+    if (!existsSync(path))
+        return null;
+    return JSON.parse(readFileSync(path, 'utf-8'));
+}
+function readJsonArray(path) {
+    const raw = readJson(path);
+    return Array.isArray(raw) ? raw : [];
+}
+function dateStamp() {
+    return new Date().toISOString().slice(0, 10);
+}
+function latestFile(dir, extensions = ['.md', '.json']) {
+    if (!existsSync(dir))
+        return null;
+    const files = readdirSync(dir).filter((f) => extensions.some((ext) => f.endsWith(ext))).sort();
+    return files.length ? files[files.length - 1] : null;
+}
+function latestFilePath(dir, extensions = ['.md', '.json']) {
+    const file = latestFile(dir, extensions);
+    return file ? join(dir, file) : null;
+}
+function readOptionalFile(path) {
+    if (!path || !existsSync(path))
+        return null;
+    return readFileSync(path, 'utf-8').trim();
+}
+function countDepartmentPocProfiles(clientDir) {
+    const departmentsDir = join(clientDir, 'departments');
+    if (!existsSync(departmentsDir))
+        return { departments: 0, pocProfiles: 0 };
+    const departmentDirs = readdirSync(departmentsDir, { withFileTypes: true }).filter((entry) => entry.isDirectory());
+    let profiles = 0;
+    for (const dep of departmentDirs) {
+        const pocDir = join(departmentsDir, dep.name, 'pocs');
+        if (!existsSync(pocDir))
+            continue;
+        profiles += readdirSync(pocDir).filter((file) => file.endsWith('_poc_profile.md')).length;
+    }
+    return { departments: departmentDirs.length, pocProfiles: profiles };
+}
+function buildSyncContent(params) {
+    const clientName = typeof params.client?.name === 'string' ? params.client.name : params.clientSlug;
+    const lines = [
+        `# Client Dossier Sync: ${clientName}`,
+        '',
+        `Client slug: ${params.clientSlug}`,
+        `Synced at: ${new Date().toISOString()}`,
+        '',
+        '## Client context',
+        '```json',
+        JSON.stringify(params.client ?? {}, null, 2),
+        '```',
+        '',
+        '## Linked workflows',
+        '```json',
+        JSON.stringify(params.workflows, null, 2),
+        '```',
+        '',
+    ];
+    if (params.includeDecisions) {
+        lines.push('## Latest decision', readOptionalFile(params.decisionPath) ?? '_No decision file found._', '');
+    }
+    if (params.includeSummary) {
+        lines.push('## Latest validation summary', readOptionalFile(params.validationPath) ?? '_No validation file found._', '');
+    }
+    return lines.join('\n');
+}
+export function registerClientsCommands(program) {
+    const clients = program.command('clients').description('Manage local client dossiers and delivery ops in agentled workspace folders.');
+    clients
+        .command('init')
+        .argument('<slug>')
+        .option('--name <name>')
+        .option('--force', 'Overwrite existing files', false)
+        .option('--format <fmt>', 'Output format', 'json')
+        .action((slug, opts) => {
+        const clientSlug = normalizeClientSlug(slug);
+        const dir = resolveClientDir(clientSlug);
+        if (existsSync(dir) && !opts.force)
+            printError(`Client dossier already exists: ${dir}. Use --force to overwrite.`);
+        mkdirSync(join(dir, 'meetings'), { recursive: true });
+        mkdirSync(join(dir, 'decisions'), { recursive: true });
+        mkdirSync(join(dir, 'feedback'), { recursive: true });
+        mkdirSync(join(dir, 'replies'), { recursive: true });
+        mkdirSync(join(dir, 'validation'), { recursive: true });
+        mkdirSync(join(dir, 'departments', 'general', 'pocs'), { recursive: true });
+        writeFileSync(join(dir, 'client.json'), JSON.stringify(defaultClient(clientSlug, opts.name), null, 2) + '\n');
+        writeFileSync(join(dir, 'contacts.json'), JSON.stringify([], null, 2) + '\n');
+        writeFileSync(join(dir, 'workflows.json'), JSON.stringify([], null, 2) + '\n');
+        writeFileSync(join(dir, 'README.md'), DOSSIER_GUIDANCE + '\n');
+        writeFileSync(join(dir, 'replies', 'README.md'), '# Reply drafts\n\nStore draft client replies and emails as Markdown files.\n');
+        writeFileSync(join(dir, 'validation', 'README.md'), '# Validation notes\n\nTrack validation evidence and blockers with links to execution IDs/timelines.\n');
+        writeFileSync(join(dir, 'departments', 'README.md'), '# Departments and POCs\n\nUse one folder per client department/team.\n\nExample structure:\n- departments/sales/pocs/sales_poc_profile.md\n- departments/ops/pocs/ops_poc_profile.md\n');
+        writeFileSync(join(dir, 'departments', 'general', 'README.md'), '# General department\n\nDefault area for cross-team context before splitting into team folders.\n');
+        writeFileSync(join(dir, 'departments', 'general', 'pocs', 'general_poc_profile.md'), '# General POC Profile\n\n## Name\n\n## Team / Department\n\n## Role\n\n## Email\n\n## Decision Scope\n\n## Communication Style\n\n## Notes\n');
+        printOutput({ slug: clientSlug, path: dir, created: true }, (opts.format ?? 'json'));
+    });
+    clients.command('list').option('--format <fmt>', 'Output format', 'json').action((opts) => {
+        const root = resolveClientsRoot();
+        if (!existsSync(root))
+            return printOutput([], (opts.format ?? 'json'));
+        const rows = readdirSync(root, { withFileTypes: true })
+            .filter((e) => e.isDirectory())
+            .filter((e) => existsSync(join(root, e.name, 'client.json')))
+            .map((e) => {
+            const dir = join(root, e.name);
+            const c = readJson(join(dir, 'client.json'));
+            return { slug: e.name, name: c?.name ?? e.name, stage: c?.stage ?? 'unknown', lastMeeting: latestFile(join(dir, 'meetings')), openNextActions: c?.nextActions?.length ?? 0 };
+        });
+        printOutput(rows, (opts.format ?? 'json'));
+    });
+    clients.command('status').argument('<slug>').option('--format <fmt>', 'Output format', 'json').action((slug, opts) => {
+        const clientSlug = normalizeClientSlug(slug);
+        const dir = resolveClientDir(clientSlug);
+        if (!existsSync(dir))
+            printError(`Client dossier not found: ${clientSlug}`);
+        const client = readJson(join(dir, 'client.json'));
+        const contacts = readJsonArray(join(dir, 'contacts.json'));
+        const workflows = readJsonArray(join(dir, 'workflows.json'));
+        const pocStats = countDepartmentPocProfiles(dir);
+        printOutput({
+            client,
+            contactsCount: contacts.length,
+            latestMeeting: latestFile(join(dir, 'meetings')),
+            departmentsRoot: join(dir, 'departments'),
+            latestFeedback: latestFile(join(dir, 'feedback')),
+            openDecisions: existsSync(join(dir, 'decisions')) ? readdirSync(join(dir, 'decisions')).length : 0,
+            linkedWorkflows: workflows.length,
+            departments: pocStats.departments,
+            pocProfiles: pocStats.pocProfiles,
+        }, (opts.format ?? 'json'));
+    });
+    clients.command('brief').argument('<slug>').option('--format <fmt>', 'Output format', 'json').action((slug, opts) => {
+        const clientSlug = normalizeClientSlug(slug);
+        const dir = resolveClientDir(clientSlug);
+        if (!existsSync(dir))
+            printError(`Client dossier not found: ${clientSlug}`);
+        const client = readJson(join(dir, 'client.json'));
+        const contacts = readJsonArray(join(dir, 'contacts.json'));
+        const lines = [
+            `Client: ${client?.name ?? clientSlug} (${clientSlug})`,
+            `Stage: ${client?.stage ?? 'unknown'}`,
+            `Goals: ${client?.goals?.join('; ') || 'none'}`,
+            `Risks: ${client?.risks?.join('; ') || 'none'}`,
+            `Next actions: ${client?.nextActions?.join('; ') || 'none'}`,
+            `Primary contacts: ${contacts.map((c) => `${c.name} (${c.role})`).join('; ') || 'none'}`,
+            `Latest meeting: ${latestFile(join(dir, 'meetings')) ?? 'none'}`,
+            'Scope: This brief is DFE client-operations context (not a platform design doc).',
+        ];
+        printOutput({ brief: lines.join('\n') }, (opts.format ?? 'json'));
+    });
+    const meeting = clients.command('meeting').description('Manage client meeting notes.');
+    meeting
+        .command('new')
+        .argument('<slug>')
+        .requiredOption('--title <title>')
+        .option('--date <date>')
+        .option('--format <fmt>', 'Output format', 'json')
+        .action((slug, opts) => {
+        const clientSlug = normalizeClientSlug(slug);
+        const dir = resolveClientDir(clientSlug);
+        if (!existsSync(dir))
+            printError(`Client dossier not found: ${clientSlug}`);
+        const client = readJson(join(dir, 'client.json'));
+        const d = opts.date ?? dateStamp();
+        const file = `${d}-${slugify(opts.title)}.md`;
+        const body = `# ${opts.title}\n\nDate: ${d}\nClient: ${client?.name ?? clientSlug}\nAttendees:\n- \n\n## Summary\n\n## Client Feedback\n\n## Decisions\n\n## Action Items\n\n## Workflow Changes Requested\n\n## Follow-Up Email Draft\n`;
+        const path = join(dir, 'meetings', file);
+        writeFileSync(path, body);
+        printOutput({ created: path }, (opts.format ?? 'json'));
+    });
+    const feedback = clients.command('feedback').description('Feedback capture for a client dossier');
+    feedback
+        .command('add <slug>')
+        .requiredOption('--from <name>', 'Feedback source/contact')
+        .option('--workflow <id...>', 'Linked workflow ID(s)')
+        .option('--step <id...>', 'Linked step ID(s)')
+        .option('--file <path>', 'Path to markdown notes to embed')
+        .option('--requested <text...>', 'Requested changes')
+        .option('--acceptance <text...>', 'Acceptance notes')
+        .option('--question <text...>', 'Open questions')
+        .option('--format <fmt>', 'Output format', 'json')
+        .action(async (slug, opts) => {
+        try {
+            const clientDir = ensureClientDir(slug);
+            const feedbackDir = join(clientDir, 'feedback');
+            mkdirSync(feedbackDir, { recursive: true });
+            const fileName = `${dateStamp()}-${slugify(opts.from)}.md`;
+            const outPath = join(feedbackDir, fileName);
+            const imported = opts.file ? readFileSync(opts.file, 'utf-8').trim() : '';
+            const body = [
+                '# Client Feedback',
+                '',
+                `- Source: ${opts.from}`,
+                `- Date: ${dateStamp()}`,
+                `- Workflow IDs: ${(opts.workflow ?? []).join(', ') || 'N/A'}`,
+                `- Step IDs: ${(opts.step ?? []).join(', ') || 'N/A'}`,
+                '',
+                '## Requested changes',
+                ...((opts.requested ?? ['None provided']).map((x) => `- ${x}`)),
+                '',
+                '## Acceptance notes',
+                ...((opts.acceptance ?? ['None provided']).map((x) => `- ${x}`)),
+                '',
+                '## Open questions',
+                ...((opts.question ?? ['None provided']).map((x) => `- ${x}`)),
+                '',
+                '## Raw notes',
+                imported || '_No raw notes attached._',
+                '',
+            ].join('\n');
+            writeFileSync(outPath, body);
+            printOutput({ ok: true, path: outPath }, (opts.format ?? 'json'));
+        }
+        catch (error) {
+            printError(error instanceof Error ? error.message : String(error));
+        }
+    });
+    clients.command('reply <slug>').option('--about <topic>', 'Reply topic/context').option('--out <path>', 'Write draft reply to a file').option('--format <fmt>', 'Output format', 'json').action(async (slug, opts) => {
+        try {
+            const clientSlug = normalizeClientSlug(slug);
+            const clientDir = ensureClientDir(clientSlug);
+            const client = readJson(join(clientDir, 'client.json'));
+            const contacts = readJsonArray(join(clientDir, 'contacts.json'));
+            const decisionsPath = latestFilePath(join(clientDir, 'decisions'));
+            const feedbackPath = latestFilePath(join(clientDir, 'feedback'), ['.md']);
+            const draft = [
+                `# Draft reply (${dateStamp()})`,
+                '',
+                `Hi ${contacts[0]?.name ?? 'team'},`,
+                '',
+                `Thanks for the latest feedback${opts.about ? ` about ${opts.about}` : ''}.`,
+                '',
+                '## What we changed',
+                '- Reviewed latest workflow/test status and incorporated requested updates.',
+                '',
+                '## What is pending validation',
+                '- Final client-side confirmation and any browser/manual verification notes.',
+                '',
+                '## What we need from you',
+                '- Confirm acceptance criteria and any priority changes for the next sprint.',
+                '',
+                `Context: client=${client?.name ?? clientSlug}; latestFeedback=${feedbackPath ?? 'none'}; latestDecision=${decisionsPath ?? 'none'}.`,
+                '',
+            ].join('\n');
+            if (opts.out)
+                writeFileSync(opts.out, draft);
+            printOutput({ ok: true, draft, out: opts.out ?? null }, (opts.format ?? 'json'));
+        }
+        catch (error) {
+            printError(error instanceof Error ? error.message : String(error));
+        }
+    });
+    clients.command('validate <slug>').option('--notes <path>', 'Manual/browser validation notes file').option('--format <fmt>', 'Output format', 'json').action(async (slug, opts) => {
+        try {
+            const clientSlug = normalizeClientSlug(slug);
+            const clientDir = ensureClientDir(clientSlug);
+            const workflows = readJsonArray(join(clientDir, 'workflows.json'));
+            const testsDir = join(requireWorkspace(), 'tests');
+            const testFiles = existsSync(testsDir) ? readdirSync(testsDir).filter((f) => f.endsWith('.test.json')) : [];
+            const notes = opts.notes && existsSync(opts.notes) ? readFileSync(opts.notes, 'utf-8').trim() : 'No manual notes provided.';
+            const outDir = join(clientDir, 'validation');
+            mkdirSync(outDir, { recursive: true });
+            const outPath = join(outDir, `${dateStamp()}-validation-report.md`);
+            const md = [
+                `# Validation report (${dateStamp()})`,
+                '',
+                '## What was tested',
+                `- Linked workflows: ${workflows.length}`,
+                `- Local test files: ${testFiles.length}`,
+                '',
+                '## Passed/failed summary',
+                '- Local report generation succeeded. Run `agentled test <workflowId>` for assertion-level pass/fail.',
+                '',
+                '## Needs client confirmation',
+                '- UI/browser walkthrough and business acceptance review.',
+                '',
+                '## Evidence',
+                ...workflows.map((w) => `- Workflow: ${w.workflowId ?? w.id ?? 'unknown'}; latestExecutionId: ${w.latestExecutionId ?? 'n/a'}`),
+                '',
+                '## Manual/browser notes',
+                notes,
+                '',
+                '## DFE recommendation',
+                '- Proceed with selective sync after client confirms acceptance criteria.',
+                '',
+            ].join('\n');
+            writeFileSync(outPath, md);
+            printOutput({ ok: true, path: outPath }, (opts.format ?? 'json'));
+        }
+        catch (error) {
+            printError(error instanceof Error ? error.message : String(error));
+        }
+    });
+    clients.command('sync <slug>')
+        .option('--include-decisions', 'Include latest decisions file in synced knowledge text')
+        .option('--include-summary', 'Include latest validation summary in synced knowledge text')
+        .option('--format <fmt>', 'Output format', 'json')
+        .action(async (slug, opts) => {
+        try {
+            const clientSlug = normalizeClientSlug(slug);
+            const clientDir = resolveClientDir(clientSlug);
+            if (!existsSync(clientDir))
+                printError(`Client dossier not found: ${clientSlug}`);
+            const client = readJson(join(clientDir, 'client.json'));
+            const workflows = readJsonArray(join(clientDir, 'workflows.json'));
+            const decisionPath = opts.includeDecisions ? latestFilePath(join(clientDir, 'decisions')) : null;
+            const validationPath = opts.includeSummary ? latestFilePath(join(clientDir, 'validation')) : null;
+            const content = buildSyncContent({
+                clientSlug,
+                client,
+                workflows,
+                decisionPath,
+                validationPath,
+                includeDecisions: Boolean(opts.includeDecisions),
+                includeSummary: Boolean(opts.includeSummary),
+            });
+            const key = `client-dossier/${clientSlug}`;
+            const remote = await new AgentledClient().upsertKnowledgeText({
+                key,
+                title: `Client dossier: ${typeof client?.name === 'string' ? client.name : clientSlug}`,
+                content,
+                tags: ['client-dossier', clientSlug],
+            });
+            printOutput({
+                ok: true,
+                key,
+                remote,
+                included: {
+                    decisions: decisionPath,
+                    validationSummary: validationPath,
+                },
+            }, (opts.format ?? 'json'));
+        }
+        catch (error) {
+            printError(error instanceof Error ? error.message : String(error));
+        }
+    });
+}
+//# sourceMappingURL=clients.js.map

package/dist/commands/clients.js.map

@@ -0,0 +1 @@
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package/dist/index.js

@@ -32,6 +32,7 @@ import { registerAgentCommands } from './commands/agents.js';
 import { registerBrandingCommands } from './commands/branding.js';
 import { registerMemoryCommands } from './commands/memory.js';
 import { registerFeedbackCommands } from './commands/feedback.js';
+import { registerClientsCommands } from './commands/clients.js';
 import { registerIntentCommands } from './commands/intent.js';
 import { registerProactiveAgentCommands } from './commands/proactive-agents.js';
 import { registerModelCommands } from './commands/models.js';
@@ -87,6 +88,7 @@ registerAgentCommands(program);
 registerBrandingCommands(program);
 registerMemoryCommands(program);
 registerFeedbackCommands(program);
+registerClientsCommands(program);
 registerIntentCommands(program);
 registerProactiveAgentCommands(program);
 registerModelCommands(program);

package/dist/index.js.map

@@ -1 +1 @@
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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AAEA;;;;;;;;;;;;GAYG;AAEH,OAAO,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AACpC,OAAO,EAAE,aAAa,EAAE,MAAM,QAAQ,CAAC;AACvC,OAAO,EAAE,oBAAoB,EAAE,MAAM,oBAAoB,CAAC;AAC1D,OAAO,EAAE,wBAAwB,EAAE,MAAM,yBAAyB,CAAC;AACnE,OAAO,EAAE,yBAAyB,EAAE,MAAM,0BAA0B,CAAC;AACrE,OAAO,EAAE,mBAAmB,EAAE,MAAM,oBAAoB,CAAC;AACzD,OAAO,EAAE,yBAAyB,EAAE,MAAM,yBAAyB,CAAC;AACpE,OAAO,EAAE,kBAAkB,EAAE,MAAM,kBAAkB,CAAC;AACtD,OAAO,EAAE,yBAAyB,EAAE,MAAM,yBAAyB,CAAC;AACpE,OAAO,EAAE,iBAAiB,EAAE,MAAM,kBAAkB,CAAC;AACrD,OAAO,EAAE,oBAAoB,EAAE,MAAM,oBAAoB,CAAC;AAC1D,OAAO,EAAE,0BAA0B,EAAE,MAAM,0BAA0B,CAAC;AACtE,OAAO,EAAE,sBAAsB,EAAE,MAAM,sBAAsB,CAAC;AAC9D,OAAO,EAAE,qBAAqB,EAAE,MAAM,sBAAsB,CAAC;AAC7D,OAAO,EAAE,uBAAuB,EAAE,MAAM,wBAAwB,CAAC;AACjE,OAAO,EAAE,qBAAqB,EAAE,MAAM,qBAAqB,CAAC;AAC5D,OAAO,EAAE,qBAAqB,EAAE,MAAM,sBAAsB,CAAC;AAC7D,OAAO,EAAE,wBAAwB,EAAE,MAAM,wBAAwB,CAAC;AAClE,OAAO,EAAE,sBAAsB,EAAE,MAAM,sBAAsB,CAAC;AAC9D,OAAO,EAAE,wBAAwB,EAAE,MAAM,wBAAwB,CAAC;AAClE,OAAO,EAAE,uBAAuB,EAAE,MAAM,uBAAuB,CAAC;AAChE,OAAO,EAAE,sBAAsB,EAAE,MAAM,sBAAsB,CAAC;AAC9D,OAAO,EAAE,8BAA8B,EAAE,MAAM,gCAAgC,CAAC;AAChF,OAAO,EAAE,qBAAqB,EAAE,MAAM,sBAAsB,CAAC;AAC7D,OAAO,EAAE,uBAAuB,EAAE,MAAM,wBAAwB,CAAC;AACjE,OAAO,EAAE,6BAA6B,EAAE,MAAM,8BAA8B,CAAC;AAC7E,OAAO,EAAE,mBAAmB,EAAE,MAAM,oBAAoB,CAAC;AACzD,OAAO,EAAE,uBAAuB,EAAE,MAAM,uBAAuB,CAAC;AAChE,OAAO,EAAE,mBAAmB,EAAE,MAAM,oBAAoB,CAAC;AACzD,OAAO,EAAE,qBAAqB,EAAE,MAAM,sBAAsB,CAAC;AAC7D,OAAO,EAAE,cAAc,EAAE,iBAAiB,EAAE,MAAM,mBAAmB,CAAC;AAEtE,MAAM,OAAO,GAAG,aAAa,CAAC,MAAM,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC;AAC/C,MAAM,EAAE,OAAO,EAAE,GAAG,OAAO,CAAC,iBAAiB,CAAC,CAAC;AAC/C,MAAM,QAAQ,GAAG,eAAe,CAAC;AAEjC,uEAAuE;AACvE,uEAAuE;AACvE,yEAAyE;AACzE,IAAI,aAAa,GAAkB,IAAI,CAAC;AACxC,MAAM,aAAa,GAAG,cAAc,CAAC,QAAQ,EAAE,OAAO,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,EAAE;IAC/D,aAAa,GAAG,CAAC,CAAC;AACtB,CAAC,CAAC,CAAC;AACH,OAAO,CAAC,EAAE,CAAC,MAAM,EAAE,GAAG,EAAE;IACpB,IAAI,aAAa;QAAE,iBAAiB,CAAC,QAAQ,EAAE,OAAO,EAAE,aAAa,CAAC,CAAC;AAC3E,CAAC,CAAC,CAAC;AAEH,MAAM,OAAO,GAAG,IAAI,OAAO,EAAE,CAAC;AAE9B,OAAO;KACF,IAAI,CAAC,UAAU,CAAC;KAChB,WAAW,CAAC,gFAAgF,CAAC;KAC7F,OAAO,CAAC,OAAO,CAAC;KAChB,MAAM,CAAC,yBAAyB,EAAE,8DAA8D,CAAC,CAAC;AAEvG,OAAO,CAAC,IAAI,CAAC,WAAW,EAAE,CAAC,YAAY,EAAE,aAAa,EAAE,EAAE;IACtD,MAAM,SAAS,GAAG,aAAa,CAAC,eAAe,EAAE,CAAC,SAAS,CAAC;IAC5D,IAAI,SAAS,EAAE,CAAC;QACZ,OAAO,CAAC,GAAG,CAAC,kBAAkB,GAAG,SAAS,CAAC;IAC/C,CAAC;AACL,CAAC,CAAC,CAAC;AAEH,8BAA8B;AAC9B,oBAAoB,CAAC,OAAO,CAAC,CAAC;AAC9B,wBAAwB,CAAC,OAAO,CAAC,CAAC;AAClC,yBAAyB,CAAC,OAAO,CAAC,CAAC;AACnC,mBAAmB,CAAC,OAAO,CAAC,CAAC;AAC7B,yBAAyB,CAAC,OAAO,CAAC,CAAC;AACnC,kBAAkB,CAAC,OAAO,CAAC,CAAC;AAC5B,yBAAyB,CAAC,OAAO,CAAC,CAAC;AACnC,iBAAiB,CAAC,OAAO,CAAC,CAAC;AAC3B,oBAAoB,CAAC,OAAO,CAAC,CAAC;AAC9B,0BAA0B,CAAC,OAAO,CAAC,CAAC;AACpC,sBAAsB,CAAC,OAAO,CAAC,CAAC;AAChC,qBAAqB,CAAC,OAAO,CAAC,CAAC;AAC/B,uBAAuB,CAAC,OAAO,CAAC,CAAC;AACjC,qBAAqB,CAAC,OAAO,CAAC,CAAC;AAC/B,qBAAqB,CAAC,OAAO,CAAC,CAAC;AAC/B,wBAAwB,CAAC,OAAO,CAAC,CAAC;AAClC,sBAAsB,CAAC,OAAO,CAAC,CAAC;AAChC,wBAAwB,CAAC,OAAO,CAAC,CAAC;AAClC,uBAAuB,CAAC,OAAO,CAAC,CAAC;AACjC,sBAAsB,CAAC,OAAO,CAAC,CAAC;AAChC,8BAA8B,CAAC,OAAO,CAAC,CAAC;AACxC,qBAAqB,CAAC,OAAO,CAAC,CAAC;AAC/B,uBAAuB,CAAC,OAAO,CAAC,CAAC;AACjC,6BAA6B,CAAC,OAAO,CAAC,CAAC;AACvC,mBAAmB,CAAC,OAAO,CAAC,CAAC;AAC7B,uBAAuB,CAAC,OAAO,CAAC,CAAC;AACjC,mBAAmB,CAAC,OAAO,CAAC,CAAC;AAC7B,qBAAqB,CAAC,OAAO,CAAC,CAAC;AAE/B,MAAM,OAAO,CAAC,UAAU,EAAE,CAAC;AAC3B,MAAM,aAAa,CAAC"}

package/dist/utils/workspace-folder.d.ts

@@ -6,6 +6,7 @@
  *
  *   agentled_<slug>/
  *   ├── README.md                # agent-facing guide
+ *   ├── AGENTS.md                # Codex/agent guidance for this client workspace
  *   ├── .agentled/
  *   │   ├── workspace.json       # workspaceId, slug, apiBase, syncedAt
  *   │   └── cache/
@@ -20,6 +21,7 @@
  *   ├── fixtures/
  *   │   └── step-outputs/        # captured step outputs (zero-credit replay)
  *   ├── tests/                   # <wfId>.test.json declarative test files
+ *   ├── tasks/                   # local FDE task tracking, not workspace KG
  *   └── drafts/                  # in-progress pipeline JSON files
  */
 import type { WorkspaceMeta } from './workspace-meta.js';
@@ -30,6 +32,8 @@ export declare function writeWorkspaceMeta(wsDir: string, meta: WorkspaceMeta):
 export declare function bundledScaffoldsDir(): string;
 export declare function bundledSkillMd(): string;
 export declare const GOTCHAS_MD = "# Agentled \u2014 Documented Failure Modes (GOTCHAS)\n\nThese pass JSON syntax validation but silently misbehave at runtime.\nRun `agentled workflows lint <file>` to catch them statically before deploying.\n\n---\n\n## 1. `criteria` not `conditions` in entryConditions  [CRITERIA_NOT_CONDITIONS]\n\n**Wrong:** `{ \"entryConditions\": { \"conditions\": [...] } }`\n**Correct:** `{ \"entryConditions\": { \"criteria\": [...] } }`\n\nThe executor reads `entryConditions.criteria`. The key `conditions` is silently ignored.\n\n---\n\n## 2. `variable` not `field` in criteria items  [VARIABLE_NOT_FIELD]\n\n**Wrong:** `{ \"field\": \"{{steps.x.score}}\", \"operator\": \">\", \"value\": 70 }`\n**Correct:** `{ \"variable\": \"{{steps.x.score}}\", \"operator\": \">\", \"value\": 70 }`\n\nUsing `field` causes the criterion to be silently skipped.\n\n---\n\n## 3. Gmail label_id must be the internal Label_XXXX ID  [GMAIL_LABEL_DISPLAY_NAME]\n\nGmail's API requires `Label_XXXXXXXXXX` IDs, not display names.\nAdd a `GMAIL_CREATE_LABEL` step before and use `{{steps.ensure-label.id}}`.\n\n---\n\n## 4. `aiActionWithTools` with no tools  [AI_STEP_TOOLS_REQUIRED]\n\nA step with `type: \"aiActionWithTools\"` must have at least one tool in\n`step.tools` or `step.agent.tools`.\n\nValid `builtinType` values: `web_search`, `file_search`, `code_interpreter`,\n`fetch_website_content`, `kg_search`, `kg_traverse`, `kg_nodes`, `kg_write`,\n`workspace_memory`.\n\n---\n\n## 5. Email steps need type + approval action + outreachProfile  [EMAIL_MISSING_*]\n\nThree required pieces:\n- `pipelineStepPrompt.type: \"email\"`\n- `onApproval.action: \"schedule-email\"`\n- `outreachProfile` input page in `context.inputPages`\n\nMissing the schedule-email action means the email is drafted but never sent.\n\n---\n\n## 6. Only the first step in a loop gets `loopConfig`  [LOOP_CONFIG_MULTIPLE_STEPS]\n\n`loopConfig` must be on the first step in the loop chain only. Subsequent\nsteps inside the loop iterate automatically.\n\n---\n\n## 7. Don't pass raw `{{input.*}}` directly to search APIs  [RAW_INPUT_TO_SEARCH]\n\nAdd an aiAction step before the search that generates optimized queries.\nRaw user input makes poor search queries.\n\n---\n\n## 8. Child workflows must use `return` step, not `milestone`  [CHILD_WORKFLOW_NO_RETURN]\n\nIf a workflow is called via `agentled.call-workflow`, use `type: \"return\"`.\n`milestone` produces no return data. Also set `context.executionInputConfig.internal: true`.\n\n---\n\n## 9. Model IDs are internal format, not Anthropic format  [MODEL_ID_FORMAT]\n\nWrong: `claude-sonnet-4-6`. Correct: `claude-4-6-sonnet`.\nRun `agentled models list` for valid internal IDs.\n\n---\n\n## 10. Native app actionId must include appId prefix  [ACTION_ID_MISSING_PREFIX]\n\nWrong: `{ \"id\": \"kg\", \"actionId\": \"read-list\" }`\nCorrect: `{ \"id\": \"kg\", \"actionId\": \"kg.read-list\" }`\n\n---\n\n## 11. `loop_completion` criteria requires `onCriteriaFail: \"wait\"`  [LOOP_COMPLETION_NOT_WAIT]\n\nWithout `onCriteriaFail: \"wait\"`, the step skips instead of blocking until\nthe loop finishes. The `stepId` field is also required.\n\n---\n\n## 12. Arrays in JSON template strings \u2014 don't JSON.stringify\n\nThe serializer detects when a template variable is the sole content of a JSON\nfield and inlines the raw value. Pass `{ \"items\": \"{{steps.x.items}}\" }`\ndirectly \u2014 no stringify needed.\n\n---\n\n## 13. `kg.upsert-rows` needs `userKey` for dedup; `kg.add-rows` always inserts\n\n`kg.upsert-rows` with `userKey`: same key = same row, cross-run dedup O(1).\n`kg.add-rows`: always inserts a new row, duplicates accumulate.\nUse `mergeStrategy: \"merge\"` to preserve downstream-added fields.\n";
+export declare const TASKS_README_MD = "# Tasks\n\nUse this folder for local FDE execution work for this client workspace:\n\n- active tasks and follow-ups\n- implementation notes\n- blockers and open questions\n- done logs and handoff notes\n\nKeep task-level details local. They are operational, may be noisy or provisional, and should not be synced wholesale into workspace knowledge.\n\nPromote only client-facing milestone recaps and alignment memory to workspace `kg.text`:\n\n- delivered milestones\n- agreed decisions\n- important blockers or risks\n- next client-facing follow-ups\n- context the client or future agent sessions need to stay aligned\n\nDo not store secrets or connector credentials in this folder.\n";
+export declare function makeAgentsMd(meta: WorkspaceMeta): string;
 export declare function makeWorkspaceReadme(meta: WorkspaceMeta): string;
 export declare function createWorkspaceFolder(folderPath: string, meta: WorkspaceMeta, opts?: {
     appsList?: unknown;

package/dist/utils/workspace-folder.js

@@ -6,6 +6,7 @@
  *
  *   agentled_<slug>/
  *   ├── README.md                # agent-facing guide
+ *   ├── AGENTS.md                # Codex/agent guidance for this client workspace
  *   ├── .agentled/
  *   │   ├── workspace.json       # workspaceId, slug, apiBase, syncedAt
  *   │   └── cache/
@@ -20,6 +21,7 @@
  *   ├── fixtures/
  *   │   └── step-outputs/        # captured step outputs (zero-credit replay)
  *   ├── tests/                   # <wfId>.test.json declarative test files
+ *   ├── tasks/                   # local FDE task tracking, not workspace KG
  *   └── drafts/                  # in-progress pipeline JSON files
  */
 import { existsSync, mkdirSync, readdirSync, readFileSync, writeFileSync, copyFileSync } from 'node:fs';
@@ -194,6 +196,69 @@ directly — no stringify needed.
 Use \`mergeStrategy: "merge"\` to preserve downstream-added fields.
 `;
 // ---------------------------------------------------------------------------
+// tasks/README.md — local FDE task guidance for client workspace folders
+// ---------------------------------------------------------------------------
+export const TASKS_README_MD = `# Tasks
+
+Use this folder for local FDE execution work for this client workspace:
+
+- active tasks and follow-ups
+- implementation notes
+- blockers and open questions
+- done logs and handoff notes
+
+Keep task-level details local. They are operational, may be noisy or provisional, and should not be synced wholesale into workspace knowledge.
+
+Promote only client-facing milestone recaps and alignment memory to workspace \`kg.text\`:
+
+- delivered milestones
+- agreed decisions
+- important blockers or risks
+- next client-facing follow-ups
+- context the client or future agent sessions need to stay aligned
+
+Do not store secrets or connector credentials in this folder.
+`;
+// ---------------------------------------------------------------------------
+// AGENTS.md — Codex/agent guidance for client workspace folders
+// ---------------------------------------------------------------------------
+export function makeAgentsMd(meta) {
+    return `# AGENTS.md
+
+This folder is a local Agentled client workspace for \`${meta.name}\`.
+
+## Scope
+
+Use this folder to build, test, pull, and iterate on workflows for this workspace. Treat it as local FDE working state, not as the canonical client knowledge base.
+
+## Task And Client Alignment Memory
+
+Manage task-level FDE work locally in \`tasks/\`. Do not sync granular todos, scratch notes, implementation task tracking, or in-flight execution details into workspace knowledge.
+
+Use workspace \`kg.text\` only for client-facing milestone recaps and alignment memory:
+
+- delivered milestones
+- agreed decisions
+- important blockers or risks
+- next client-facing follow-ups
+- context the client or future agent sessions need to stay aligned
+
+## Connectors And Plugins
+
+Email, calendar, Drive, CRM, and other external integrations are configured by the user in their Codex or Agentled environment. Do not store connector credentials, OAuth tokens, or API keys in this folder.
+
+When a workflow requires a connector, document the required connection and ask the user to connect it through the appropriate Codex or Agentled plugin/app.
+
+## Local Workflow Loop
+
+- Pull live workflows into \`examples/live/\`.
+- Draft new pipeline JSON in \`drafts/\`.
+- Capture fixtures into \`fixtures/step-outputs/\`.
+- Add declarative tests in \`tests/\`.
+- Use \`agentled workflows lint <file>\` before validating or pushing workflow changes.
+`;
+}
+// ---------------------------------------------------------------------------
 // README.md — agent-facing guide written into each new workspace folder
 // ---------------------------------------------------------------------------
 export function makeWorkspaceReadme(meta) {
@@ -216,6 +281,7 @@ Local working tree for building, testing, and iterating on workflows for the
 - **\`examples/live/\`** — pulled copies of real workspace workflows
 - **\`fixtures/step-outputs/\`** — captured step outputs for credit-free testing
 - **\`tests/\`** — declarative test files for each workflow
+- **\`tasks/\`** — local FDE task tracking; only promote milestone recaps to \`kg.text\`
 - **\`drafts/\`** — in-progress pipelines before pushing to workspace
 
 ---
@@ -267,6 +333,7 @@ agentled workspace sync
 \`\`\`
 agentled_${meta.slug}/
 ├── README.md
+├── AGENTS.md
 ├── .agentled/
 │   ├── workspace.json
 │   └── cache/
@@ -281,7 +348,10 @@ agentled_${meta.slug}/
 ├── fixtures/
 │   └── step-outputs/
 ├── tests/
-└── drafts/
+├── tasks/
+│   └── README.md
+├── drafts/
+└── clients/
 \`\`\`
 `;
 }
@@ -297,7 +367,9 @@ export function createWorkspaceFolder(folderPath, meta, opts = {}) {
         join(folderPath, 'examples', 'live'),
         join(folderPath, 'fixtures', 'step-outputs'),
         join(folderPath, 'tests'),
+        join(folderPath, 'tasks'),
         join(folderPath, 'drafts'),
+        join(folderPath, 'clients'),
     ];
     for (const dir of dirs)
         mkdirSync(dir, { recursive: true });
@@ -325,6 +397,9 @@ export function createWorkspaceFolder(folderPath, meta, opts = {}) {
         }
     }
     writeFileSync(join(folderPath, 'README.md'), makeWorkspaceReadme(meta));
+    writeFileSync(join(folderPath, 'AGENTS.md'), makeAgentsMd(meta));
+    writeFileSync(join(folderPath, 'tasks', 'README.md'), TASKS_README_MD);
+    writeFileSync(join(folderPath, 'clients', '.gitkeep'), '');
     writeFileSync(join(folderPath, '.gitignore'), ['.agentled/cache/', 'fixtures/', 'tests/_runs/'].join('\n') + '\n');
 }
 export function refreshWorkspaceFolder(wsDir, opts) {

package/dist/utils/workspace-folder.js.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@agentled/cli",
-  "version": "0.7.4",
+  "version": "0.7.6",
   "description": "CLI for Agentled — manage workflows, apps, and knowledge from the command line. Zero context-window cost for AI agents.",
   "type": "module",
   "main": "dist/index.js",
@@ -16,7 +16,7 @@
     "prepublishOnly": "npm run build"
   },
   "dependencies": {
-    "@agentled/core": "^0.2.2",
+    "@agentled/core": "^0.2.3",
     "commander": "^12.0.0"
   },
   "devDependencies": {

package/patterns/v1/08-composed-email-approval.md

@@ -124,6 +124,7 @@ Before wiring a composed-email step into a workflow:
 - [ ] `onApproval.action: "schedule-email"` is set
 - [ ] `next.conditions.approvalRequired: true` on the outgoing edge
 - [ ] Recipient and subject are derived from prior step output, not hardcoded
+- [ ] The output page has `displayConfig.executionNameTemplate` with the entity and outreach state. For single-entity outreach, use `{{entityName}} - Email Drafted` before approval and `{{entityName}} - Email Sent` or `{{entityName}} - Contacted` after the post-send status step, e.g. `Joe Dan - VC Firm Name - Email Drafted`; add `{{today}}` only when a short date helps. For batch runs, summarize counts instead, e.g. `26 May - 4 sourced - 3 contacted`.
 
 ## When to use a generic approval gate instead
 

package/patterns/v1/12-event-driven-workflow-groups.md

@@ -32,6 +32,27 @@ Before creating any workflow, write a group manifest that describes the whole sy
 
 The example below is a generic two-list, seven-workflow group: continuous founder sourcing → self-serve paid booking → per-edition activation. The structure is template-shaped — fill in your group's identity and replace the workflows, lists, and states with your domain's vocabulary.
 
+## Client-readable KG guide
+
+Alongside the group manifest, create a KG text document that explains the workflow group in plain language for the client and future operators. The manifest is for builders; the KG guide is for the workspace.
+
+Use a stable key such as `<workspace-or-pipeline>.design`, `groups.<slug>.guide`, or `pipelines.<slug>.design`.
+
+Recommended structure:
+
+1. What this workspace or pipeline does.
+2. How the process works end to end.
+3. Where records are sourced from.
+4. How records are reviewed, scored, enriched, or qualified.
+5. How outreach, approvals, or customer-visible actions work.
+6. How recurring entities are synced, such as events, campaigns, editions, or target accounts.
+7. What the current report or operating state shows.
+8. Which KG lists and fields are the source of truth.
+9. Which workflows belong to the group and what each one owns.
+10. Operator notes and known follow-up improvements.
+
+Put the client-facing explanation first. Put workflow IDs, implementation caveats, and debug details in an "Operator Notes" section so the document is safe to share as a first-read overview.
+
 ```json
 {
   "$schema": "https://schemas.agentled.app/group-manifest/v0.json",

package/skills/agentled/SKILL.md

@@ -420,7 +420,7 @@ agentled_<slug>/
 - Decisions ("we chose theme X for next edition", "we picked OpenVC + Crunchbase as initial sources") need a paper trail with reasoning. KG entries should carry the *outcome*, not the deliberation.
 - Workflow drafts often go through 3-5 iterations before push — keep them local until ready.
 
-**Sync rule:** at the end of any meaningful working session — and explicitly when the user says "save", "wrap up", "we're done for now" — summarize what's *durable and reusable* (final decisions, current themes, active sources, workflow purpose statements) and write it to the workspace KG via `upsert_knowledge_text` (for narrative docs) or `upsert_knowledge_rows` (for structured data). Use stable, predictable keys: `decisions.current-theme`, `groups.<slug>.spec`, `workflows.<id>.purpose`. Append a one-line entry to `worklog.md` recording what was synced and when.
+**Sync rule:** at the end of any meaningful working session — and explicitly when the user says "save", "wrap up", "we're done for now" — summarize what's *durable and reusable* (final decisions, current themes, active sources, workflow purpose statements) and write it to the workspace KG via `upsert_knowledge_text` (for narrative docs) or `upsert_knowledge_rows` (for structured data). Use stable, predictable keys: `decisions.current-theme`, `groups.<slug>.spec`, `workflows.<id>.purpose`. For any group of workflows that forms a client-facing workspace pipeline, also create or update a client-readable KG text guide such as `<workspace-or-pipeline>.design`, `groups.<slug>.guide`, or `pipelines.<slug>.design`. Put the client explanation first (what it does, how it works, where data comes from, how approvals/sync/reporting work), then put workflow IDs, caveats, and debug details under "Operator Notes." Append a one-line entry to `worklog.md` recording what was synced and when.
 
 **Don't sync:** raw debug bundles, full execution timelines, abandoned drafts, transcripts. Those stay local. Sync only what a future session — or another agent — will actually need to pick up the work.
 
@@ -686,6 +686,7 @@ When a workflow sends emails, add an outreach profile input page to `context.inp
 - `next.conditions.approvalRequired: true` — blocks the pipeline until human approval
 - Email body must be email-safe HTML (`<p>`, `<br>`, `<a>`, `<strong>` — no CSS, no scripts)
 - **Never** use separate "draft" + "gmail send" appAction steps for outreach
+- Set an output page `displayConfig.executionNameTemplate` that names the entity and the outreach state. For single-entity outreach, use `{{entityName}} - Email Drafted` before approval and `{{entityName}} - Email Sent` or `{{entityName}} - Contacted` after the post-send status step, e.g. `Joe Dan - VC Firm Name - Email Drafted`; add `{{today}}` only when a short date helps. For batch runs, summarize counts instead, e.g. `26 May - 4 sourced - 3 contacted`.
 
 ## Entity Pipeline Pattern (Source → KG → Process)