@arthai/agents 1.0.0

package/templates/consulting/roi-model-template.md

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+<!-- v1.0 | Generated by Consulting Toolkit -->
+<!-- Instructions: Complete this ROI model with client-specific financials.
+     All monetary values should use consistent units (e.g., USD thousands).
+     Update sensitivity ranges based on confidence in estimates. -->
+
+---
+
+# ROI Model — {{CLIENT_NAME}}
+
+**Date:** {{DATE}} | **Version:** v1.0
+**Engagement:** {{ENGAGEMENT_TITLE}}
+
+---
+
+## Assumptions
+
+<!-- Instructions: Document all key assumptions that drive the model.
+     These should be validated with the client during discovery. -->
+
+| Assumption | Value | Source / Confidence |
+|---|---|---|
+| Implementation cost (one-time) | {{IMPLEMENTATION_COST}} | Proposal estimate |
+| Monthly infrastructure cost | {{MONTHLY_INFRASTRUCTURE}} | Vendor quotes |
+| Monthly operational benefits | {{MONTHLY_BENEFITS}} | Discovery findings |
+| Discount rate (annual) | 10% | Standard corporate rate |
+| Ramp-up period | 2 months | Industry benchmark |
+| Adoption rate (steady state) | 80% | Conservative estimate |
+
+---
+
+## 12-Month Cash Flow Projection
+
+<!-- Instructions: Fill in month-by-month projections. Month 1-2 typically
+     show implementation costs with no benefits (ramp-up period).
+     Benefits should ramp from 0% to steady-state adoption rate. -->
+
+| Month | Investment | Benefits | Net Cash Flow | Cumulative |
+|---|---|---|---|---|
+| 1 | {{IMPLEMENTATION_COST}} | $0 | -{{IMPLEMENTATION_COST}} | -{{IMPLEMENTATION_COST}} |
+| 2 | {{MONTHLY_INFRASTRUCTURE}} | $0 | -{{MONTHLY_INFRASTRUCTURE}} | — |
+| 3 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 25% | — | — |
+| 4 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 50% | — | — |
+| 5 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 75% | — | — |
+| 6 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 100% | — | — |
+| 7 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 100% | — | — |
+| 8 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 100% | — | — |
+| 9 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 100% | — | — |
+| 10 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 100% | — | — |
+| 11 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 100% | — | — |
+| 12 | {{MONTHLY_INFRASTRUCTURE}} | {{MONTHLY_BENEFITS}} × 100% | — | — |
+| **Total** | **—** | **—** | **—** | **—** |
+
+---
+
+## Break-Even Analysis
+
+<!-- Instructions: Calculate break-even month using the formula below.
+     If break-even exceeds 12 months, flag as a risk. -->
+
+**Formula:**
+
+```
+Break-even Month = Total Implementation Cost / Monthly Net Benefit
+
+Where:
+  Total Implementation Cost = One-time cost + (Monthly infrastructure × months until positive)
+  Monthly Net Benefit = Monthly Benefits (at full adoption) - Monthly Infrastructure Cost
+```
+
+**Result:** Break-even at Month **{{BREAK_EVEN_MONTH}}**
+
+---
+
+## Sensitivity Analysis
+
+<!-- Instructions: Vary two key drivers — benefit realization and adoption rate —
+     across three scenarios each. Fill in the 3x3 grid with projected 12-month ROI. -->
+
+### 12-Month ROI by Scenario
+
+|  | Low Adoption (50%) | Expected Adoption (80%) | High Adoption (95%) |
+|---|---|---|---|
+| **Pessimistic** (benefits -30%) | {{ROI_P_L}} | {{ROI_P_E}} | {{ROI_P_H}} |
+| **Base Case** | {{ROI_B_L}} | {{ROI_B_E}} | {{ROI_B_H}} |
+| **Optimistic** (benefits +30%) | {{ROI_O_L}} | {{ROI_O_E}} | {{ROI_O_H}} |
+
+### Scenario Definitions
+
+- **Pessimistic:** Benefits realize at 70% of estimate. Timeline extends by 4 weeks.
+- **Base Case:** Benefits and timeline match proposal estimates.
+- **Optimistic:** Benefits realize at 130% of estimate. Early adoption accelerates timeline.
+
+---
+
+## NPV & IRR
+
+<!-- Instructions: Calculate NPV using the discount rate from assumptions.
+     IRR should be solved iteratively or with a financial calculator. -->
+
+### Net Present Value (NPV)
+
+```
+NPV = Σ (Cash Flow_t / (1 + r)^t)  for t = 0 to 12
+
+Where:
+  r = 10% annual = 0.833% monthly
+  Cash Flow_t = Net Cash Flow for month t (from projection table)
+```
+
+**12-Month NPV:** {{NPV_12_MONTH}}
+
+### Internal Rate of Return (IRR)
+
+```
+IRR = rate r where NPV = 0
+
+Solve: 0 = Σ (Cash Flow_t / (1 + IRR)^t)  for t = 0 to 12
+```
+
+**Projected IRR:** {{IRR_ANNUAL}}
+
+---
+
+## Risk Factors
+
+<!-- Instructions: List factors that could cause actual results to deviate
+     from projections. Assign impact and likelihood. -->
+
+| Risk | Impact | Likelihood | Mitigation |
+|---|---|---|---|
+| Delayed data access | High | Medium | Early data audit in Phase 1 |
+| Low user adoption | High | Low | Change management program |
+| Model accuracy below target | Medium | Medium | Iterative validation cycles |
+| Scope creep | Medium | High | Fixed-scope phases with gates |
+| Integration complexity | High | Medium | Architecture spike in Phase 1 |
+
+---
+
+*This model is based on estimates and assumptions validated during discovery. Actual results may vary. Recommend quarterly review against actuals.*

package/templates/consulting/solution-architecture-template.md

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+<!-- v1.0 | Generated by Consulting Toolkit -->
+<!-- Instructions: Select the architecture pattern(s) that match the proposed solution.
+     Customize {{PLACEHOLDER}} nodes with client-specific components.
+     Combine patterns for hybrid architectures. Each diagram is a complete,
+     renderable Mermaid flowchart. -->
+
+---
+
+# Solution Architecture — {{CLIENT_NAME}}
+
+**Date:** {{DATE}} | **Version:** v1.0
+**Engagement:** {{ENGAGEMENT_TITLE}}
+
+---
+
+## Architecture Overview
+
+<!-- Instructions: Describe the high-level architecture in 2-3 sentences.
+     Reference the specific pattern(s) used from the catalog below. -->
+
+{{ARCHITECTURE_OVERVIEW}}
+
+---
+
+## Pattern 1 — RAG Pipeline
+
+<!-- Instructions: Use this pattern for knowledge base Q&A, document search,
+     or any use case requiring retrieval-augmented generation. Customize the
+     data sources and response format nodes. -->
+
+```mermaid
+graph LR
+    subgraph Ingestion
+        A[{{DATA_SOURCES}}] --> B[Document Loader]
+        B --> C[Chunking Engine]
+        C --> D[Embedding Model]
+    end
+
+    subgraph Storage
+        D --> E[({{VECTOR_DB}})]
+        A --> F[({{METADATA_STORE}})]
+    end
+
+    subgraph Query Pipeline
+        G[User Query] --> H[Query Embedding]
+        H --> I[Similarity Search]
+        E --> I
+        I --> J[Context Assembly]
+        F --> J
+        J --> K[{{LLM_PROVIDER}}]
+    end
+
+    subgraph Response
+        K --> L[Response Generation]
+        L --> M[Citation Extraction]
+        M --> N[{{OUTPUT_FORMAT}}]
+    end
+
+    style A fill:#e1f5fe
+    style E fill:#fff3e0
+    style K fill:#f3e5f5
+    style N fill:#e8f5e9
+```
+
+### Key Components
+
+| Component | Technology | Notes |
+|---|---|---|
+| Data Sources | {{DATA_SOURCES}} | Documents, wikis, databases |
+| Embedding Model | {{EMBEDDING_MODEL}} | e.g., text-embedding-3-large |
+| Vector DB | {{VECTOR_DB}} | e.g., Pinecone, Weaviate, pgvector |
+| LLM | {{LLM_PROVIDER}} | e.g., Claude, GPT-4, Llama |
+| Output | {{OUTPUT_FORMAT}} | e.g., Chat UI, API, Email |
+
+---
+
+## Pattern 2 — ML Prediction Service
+
+<!-- Instructions: Use this pattern for batch or real-time prediction services —
+     churn prediction, demand forecasting, anomaly detection, etc. -->
+
+```mermaid
+graph LR
+    subgraph Data Layer
+        A[{{DATA_SOURCES}}] --> B[Feature Engineering]
+        B --> C[(Feature Store)]
+    end
+
+    subgraph Training Pipeline
+        C --> D[Training Data]
+        D --> E[Model Training]
+        E --> F[Model Validation]
+        F --> G[({{MODEL_REGISTRY}})]
+    end
+
+    subgraph Serving Layer
+        G --> H[Model Server]
+        H --> I[{{API_GATEWAY}}]
+        C --> H
+    end
+
+    subgraph Monitoring
+        I --> J[Prediction Logging]
+        J --> K[Performance Monitor]
+        K --> L[Drift Detection]
+        L -->|Retrain Trigger| D
+        K --> M[{{ALERTING_SYSTEM}}]
+    end
+
+    style A fill:#e1f5fe
+    style C fill:#fff3e0
+    style G fill:#f3e5f5
+    style I fill:#e8f5e9
+    style M fill:#ffebee
+```
+
+### Key Components
+
+| Component | Technology | Notes |
+|---|---|---|
+| Data Sources | {{DATA_SOURCES}} | Databases, event streams, APIs |
+| Feature Store | {{FEATURE_STORE}} | e.g., Feast, Tecton, SageMaker |
+| Model Registry | {{MODEL_REGISTRY}} | e.g., MLflow, Weights & Biases |
+| API Gateway | {{API_GATEWAY}} | e.g., Kong, API Gateway, FastAPI |
+| Alerting | {{ALERTING_SYSTEM}} | e.g., PagerDuty, Slack, Datadog |
+
+---
+
+## Pattern 3 — Document Processing
+
+<!-- Instructions: Use this pattern for invoice processing, contract analysis,
+     claims handling, or any structured extraction from unstructured documents. -->
+
+```mermaid
+graph LR
+    subgraph Intake
+        A[{{DOCUMENT_SOURCE}}] --> B[Format Detection]
+        B --> C[OCR / Parsing]
+    end
+
+    subgraph Extraction
+        C --> D[Entity Extraction]
+        D --> E[Classification]
+        E --> F[Validation Rules]
+    end
+
+    subgraph Review
+        F -->|Confidence < Threshold| G[Human Review Queue]
+        F -->|Confidence >= Threshold| H[Auto-Approved]
+        G --> I[Reviewer Dashboard]
+        I --> H
+    end
+
+    subgraph Output
+        H --> J[{{OUTPUT_SYSTEM}}]
+        H --> K[Audit Log]
+        I -->|Corrections| L[Training Feedback]
+        L --> D
+    end
+
+    style A fill:#e1f5fe
+    style G fill:#fff3e0
+    style H fill:#e8f5e9
+    style J fill:#f3e5f5
+```
+
+### Key Components
+
+| Component | Technology | Notes |
+|---|---|---|
+| Document Source | {{DOCUMENT_SOURCE}} | Email, upload portal, S3 bucket |
+| OCR Engine | {{OCR_ENGINE}} | e.g., Textract, Document AI, Tesseract |
+| Extraction Model | {{EXTRACTION_MODEL}} | e.g., Claude, GPT-4, LayoutLM |
+| Review UI | {{REVIEW_UI}} | e.g., Retool, custom React app |
+| Output System | {{OUTPUT_SYSTEM}} | e.g., ERP, database, downstream API |
+
+---
+
+## Pattern 4 — Chatbot / Agent
+
+<!-- Instructions: Use this pattern for customer support bots, internal assistants,
+     or autonomous agents with tool use capabilities. -->
+
+```mermaid
+graph LR
+    subgraph Input
+        A[{{USER_INTERFACE}}] --> B[Input Processing]
+        B --> C[Intent Router]
+    end
+
+    subgraph Agent Core
+        C --> D{Tool Selection}
+        D -->|Knowledge Query| E[({{KNOWLEDGE_BASE}})]
+        D -->|API Call| F[{{EXTERNAL_APIS}}]
+        D -->|Data Lookup| G[({{DATA_STORE}})]
+        D -->|Escalation| H[Human Handoff]
+    end
+
+    subgraph Response
+        E --> I[Context Assembly]
+        F --> I
+        G --> I
+        I --> J[Response Generation]
+        J --> K[Safety Filters]
+        K --> L[{{OUTPUT_CHANNEL}}]
+    end
+
+    subgraph Learning
+        L --> M[Conversation Logging]
+        M --> N[Feedback Collection]
+        N --> O[Model Fine-tuning]
+        H --> M
+    end
+
+    style A fill:#e1f5fe
+    style D fill:#fff3e0
+    style J fill:#f3e5f5
+    style L fill:#e8f5e9
+```
+
+### Key Components
+
+| Component | Technology | Notes |
+|---|---|---|
+| User Interface | {{USER_INTERFACE}} | e.g., Web chat, Slack, Teams, SMS |
+| Knowledge Base | {{KNOWLEDGE_BASE}} | e.g., Vector DB, wiki, CMS |
+| External APIs | {{EXTERNAL_APIS}} | e.g., CRM, ticketing, calendar |
+| LLM | {{LLM_PROVIDER}} | e.g., Claude, GPT-4 |
+| Output Channel | {{OUTPUT_CHANNEL}} | e.g., Same as input, email, ticket |
+
+---
+
+## Pattern 5 — Analytics Dashboard
+
+<!-- Instructions: Use this pattern for business intelligence with embedded ML —
+     predictive analytics, automated insights, anomaly alerts. -->
+
+```mermaid
+graph LR
+    subgraph Data Sources
+        A[{{SOURCE_1}}] --> D[ETL Pipeline]
+        B[{{SOURCE_2}}] --> D
+        C[{{SOURCE_3}}] --> D
+    end
+
+    subgraph Data Platform
+        D --> E[({{DATA_WAREHOUSE}})]
+        E --> F[Feature Computation]
+        F --> G[ML Models]
+    end
+
+    subgraph Intelligence Layer
+        G --> H[Predictions]
+        G --> I[Anomaly Detection]
+        G --> J[Trend Analysis]
+    end
+
+    subgraph Presentation
+        E --> K[{{VISUALIZATION_TOOL}}]
+        H --> K
+        I --> K
+        J --> K
+        I --> L[{{ALERT_SYSTEM}}]
+    end
+
+    style A fill:#e1f5fe
+    style B fill:#e1f5fe
+    style C fill:#e1f5fe
+    style E fill:#fff3e0
+    style G fill:#f3e5f5
+    style K fill:#e8f5e9
+    style L fill:#ffebee
+```
+
+### Key Components
+
+| Component | Technology | Notes |
+|---|---|---|
+| Data Sources | {{SOURCE_1}}, {{SOURCE_2}}, {{SOURCE_3}} | Databases, APIs, files |
+| ETL Pipeline | {{ETL_TOOL}} | e.g., Airflow, dbt, Fivetran |
+| Data Warehouse | {{DATA_WAREHOUSE}} | e.g., Snowflake, BigQuery, Redshift |
+| ML Models | {{ML_FRAMEWORK}} | e.g., scikit-learn, XGBoost, Prophet |
+| Visualization | {{VISUALIZATION_TOOL}} | e.g., Tableau, Looker, Metabase |
+| Alerts | {{ALERT_SYSTEM}} | e.g., Slack, PagerDuty, email |
+
+---
+
+## Architecture Decision Records
+
+<!-- Instructions: Document key architectural decisions and their rationale.
+     This helps explain trade-offs to the client and future maintainers. -->
+
+| Decision | Options Considered | Choice | Rationale |
+|---|---|---|---|
+| {{DECISION_1}} | {{OPTIONS_1}} | {{CHOICE_1}} | {{RATIONALE_1}} |
+| {{DECISION_2}} | {{OPTIONS_2}} | {{CHOICE_2}} | {{RATIONALE_2}} |
+| {{DECISION_3}} | {{OPTIONS_3}} | {{CHOICE_3}} | {{RATIONALE_3}} |
+
+---
+
+## Non-Functional Requirements
+
+| Requirement | Target | Measurement |
+|---|---|---|
+| Latency (P99) | {{LATENCY_TARGET}} | End-to-end response time |
+| Throughput | {{THROUGHPUT_TARGET}} | Requests per second |
+| Availability | {{AVAILABILITY_TARGET}} | Uptime percentage |
+| Data Retention | {{RETENTION_TARGET}} | Storage duration |
+| Security | {{SECURITY_STANDARD}} | Compliance framework |
+
+---
+
+*Architecture diagrams are illustrative. Final design will be detailed in the Design phase with client infrastructure team review.*

package/templates/settings.json

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+}