@cgh567/agent 2.4.1 → 2.4.3

package/lib/triage-core/classifier.ts

@@ -52,8 +52,9 @@ import * as senderPrestige from './signals/prestige-scorer.ts';
 import * as personalImportance from './signals/personal-importance.ts';
 import * as goalRelevance from './signals/goal-relevance.ts';
 
-// W-12: Startup warning if HELIOS_SELF_ID not set
-const SELF_ID = process.env.HELIOS_SELF_ID || (() => { process.stderr.write('[triage] HELIOS_SELF_ID not set — self-relationship queries will return empty\n'); return '__SELF_ID_NOT_SET__'; })();
+// C5: HELIOS_SELF_ID is structurally required — throw at startup if missing
+if (!process.env.HELIOS_SELF_ID) throw new Error('HELIOS_SELF_ID env var is required — set it in .env');
+const SELF_ID = process.env.HELIOS_SELF_ID;
 
 // B11: Load goal-lifecycle at module init (not inside hot path) to avoid repeated require() calls.
 // If the module is not found, goal boost is disabled and a warning is emitted once at startup.

package/lib/triage-core/graph/schema.cypher

@@ -52,6 +52,16 @@ CREATE INDEX ON :FAVEESnapshot(week) IF NOT EXISTS;
 // NODE LABEL REFERENCE (no DDL needed — Memgraph creates on first write)
 // ---------------------------------------------------------------------------
 //
+// DraftAction:
+//   id (string), type (email|slack), triggeredBy (string), content (JSON string),
+//   personId (string nullable), status (created|approved|executed|expired),
+//   createdAt (datetime), expiresAt (datetime)
+//
+//   SEC-5 TTL POLICY: DraftAction nodes store PII (email body, recipient handle).
+//   30-day TTL enforced by warm-tick-maintenance.ts daily cleanup:
+//     MATCH (da:DraftAction) WHERE da.expiresAt < datetime() DETACH DELETE da
+//   All new DraftAction writes MUST set expiresAt = datetime() + duration({days: 30}).
+//
 // Identity:
 //   id (UUID), handle (string), platform (email|imessage|phone),
 //   displayName (string), createdAt (ISO), verified (boolean)

package/lib/triage-core/mental-model/key-facts.ts

@@ -13,8 +13,7 @@ import { createRequire } from 'module';
 import { KEY_FACTS_MODEL_ID } from './bedrock-config.ts';
 
 function getSelfId(): string {
-  const id = process.env.HELIOS_SELF_ID || '';
-  if (!id) throw new Error('[key-facts] HELIOS_SELF_ID env var is required -- set it in .env');
+  const id = process.env.HELIOS_SELF_ID ?? (() => { throw new Error('[key-facts] HELIOS_SELF_ID env var is required -- set it in .env'); })();
   return id;
 }
 

package/lib/triage-core/orchestrator.ts

@@ -537,7 +537,8 @@ export class TriageOrchestrator {
             }),
             personId: (item.senderModel as any)?.personId || null,
             status: 'created',
-            expiresAt: new Date(Date.now() + 48 * 60 * 60 * 1000).toISOString(),
+            // SEC-5: 30-day TTL — DraftAction nodes contain PII; cleaned up by warm-tick daily maintenance
+            expiresAt: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000).toISOString(),
           }));
           await rawWrite(
             `UNWIND $batch AS d
@@ -1478,11 +1479,7 @@ export class TriageOrchestrator {
   }
 
   private checkExtractionTriggers(personIds: string[]): void {
-    const selfId = process.env.HELIOS_SELF_ID || '';
-    if (!selfId) {
-      this.log('warn', 'self_id.missing', { fn: 'checkExtractionTriggers' });
-      return; // early exit, not fatal
-    }
+    const selfId = process.env.HELIOS_SELF_ID ?? (() => { throw new Error('HELIOS_SELF_ID env var is required'); })();
     const unique = [...new Set(personIds.filter(id => id && id !== selfId))];
     if (unique.length === 0) return;
 
@@ -1544,11 +1541,7 @@ export class TriageOrchestrator {
     try {
       const { rawRead } = require('../safe-memgraph.js');
       let md = briefing.markdown || '';
-      const selfId = process.env.HELIOS_SELF_ID || '';
-      if (!selfId) {
-        this.log('warn', 'self_id.missing', { fn: 'enrichBriefingWithSecretary' });
-        return; // early exit, not fatal
-      }
+      const selfId = process.env.HELIOS_SELF_ID ?? (() => { throw new Error('HELIOS_SELF_ID env var is required'); })();
 
       if (!md.includes('<!-- active-situations -->')) {
         // NOTE: briefing.markdown uses emoji. All consumers must parse as UTF-8.

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@cgh567/agent",
-  "version": "2.4.1",
-  "description": "Helios agent runtime — full stack: extensions, skills, daemon, brain-v2, HEMA, governance",
+  "version": "2.4.3",
+  "description": "Helios agent runtime \u2014 full stack: extensions, skills, daemon, brain-v2, HEMA, governance",
   "type": "commonjs",
   "bin": {
     "helios-rpc": "./bin/helios-rpc.cjs",
@@ -10,6 +10,7 @@
   },
   "scripts": {
     "build": "node scripts/build-brain-service.js",
+    "build:compression": "node node_modules/typescript/bin/tsc -p lib/compression/tsconfig.json",
     "postinstall": "node postinstall.cjs || echo '[helios-agent] postinstall skipped'",
     "patch-aliases": "node scripts/patch-pi-aliases.js",
     "update": "helios update",
@@ -25,7 +26,12 @@
     "test:hbo-wizard": "node tests/hbo/wizard-infra-gate.test.js && node tests/hbo/wizard-provider-validation.test.js && node tests/hbo/wizard-company-creation.test.js",
     "test:harbor": "python3 -m pytest evals/harbor/ -v --timeout=60 --tb=short",
     "test:harada": "python3 -m pytest evals/harbor/test_harada.py -v --timeout=60 --tb=short",
-    "test:harbor:all": "python3 -m pytest evals/harbor/ -v --timeout=60 --tb=short"
+    "test:harbor:all": "python3 -m pytest evals/harbor/ -v --timeout=60 --tb=short",
+    "test:compression": "python3 -m pytest evals/harbor/test_compression.py -v --tb=short",
+    "db:migrate-hbo": "node --experimental-sqlite daemon/db/hbo-core-migrate.js",
+    "db:migrate-all": "node --experimental-sqlite daemon/db/email-infrastructure-migrate.js && node --experimental-sqlite daemon/db/hbo-core-migrate.js",
+    "test:hbo-store": "node --experimental-sqlite lib/__tests__/hbo-core-store.test.js",
+    "test:hbo-fallback": "NODE_OPTIONS=--experimental-sqlite npx vitest run daemon/__tests__/hbo-core-fallback.test.js"
   },
   "pi": {
     "extensions": [
@@ -79,6 +85,7 @@
     "croner": "^9.0.0",
     "ghost-cursor": "^1.4.2",
     "googleapis": "^171.4.0",
+    "headroom-ai": "^0.22.4",
     "httpsms": "^0.0.4",
     "ioredis": "^5.10.1",
     "js-tiktoken": "^1.0.21",
@@ -90,15 +97,13 @@
     "puppeteer-extra-plugin-stealth": "^2.11.2",
     "qrcode-terminal": "^0.12.0",
     "signal-sdk": "^0.2.4",
-    "tree-sitter": "^0.25.0",
-    "tree-sitter-javascript": "^0.25.0",
-    "tree-sitter-python": "^0.25.0",
+    "tree-sitter": "^0.21.1",
+    "tree-sitter-javascript": "^0.23.1",
+    "tree-sitter-python": "^0.21.0",
     "tree-sitter-typescript": "^0.23.2",
-    "headroom-ai": "^0.22.4",
     "write-file-atomic": "^7.0.1"
   },
   "devDependencies": {
-    "@esbuild/linux-x64": "^0.28.0",
     "ts-morph": "^27.0.2",
     "tsx": "^4.21.0",
     "typescript": "^6.0.3",
@@ -118,7 +123,12 @@
     "daemon/schema-migrations-harada.js",
     "daemon/schema-migrations-hbo.js",
     "daemon/schema-migrations-hitl.js",
+    "daemon/schema-migrations-proj.js",
+    "daemon/schema-migrations-hed.js",
     "daemon/schema-migrations.js",
+    "daemon/schema-apply.js",
+    "daemon/schema-definitions.js",
+    "daemon/db/",
     "daemon/context-enrichment.js",
     "daemon/agent-discovery.js",
     "daemon/daemon-manager.js",

package/skills/talisman-ceo/SKILL.md

@@ -1,15 +1,13 @@
 ---
 disableModelInvocation: true
 name: talisman-ceo
-description: CEO/Strategy agent for Talisman — weekly planning, goal decomposition, department delegation
+description: CEO/Strategy agent — weekly planning, goal decomposition, department delegation
 when: Loaded by the CEO agent on all planning, review, and delegation tasks
 adapter:
   type: helios_rpc
   skills:
     - helios-prime
     - helios-business-operator
-agent_id: "agent:ceo"
-company_id: talisman
 departments:
   - Strategy
   - Engineering
@@ -30,14 +28,14 @@ If **YES** → Check the approval first. Do NOT start new planning cycles while
 ### ✅ Example of Good CEO Output:
 ```
 Weekly Plan — Week of 2026-05-19
-Goal: Ship Talisman v1.2 (30% complete)
+Goal: Grow revenue 30% this quarter (30% complete)
 
 Delegated This Week:
-- Engineering: Implement bank statement auto-import (priority: P1)
+- Engineering: Implement key product feature (priority: P1)
 - Sales: Follow up on 3 warm leads from last week (priority: P2)
-- Marketing: Draft blog post "5 Signs Your Accounting Firm Needs Automation" (priority: P3)
+- Marketing: Draft blog post on company value proposition (priority: P3)
 
-Pending Approvals: 1 (promote v1.1 to production — review before EOD)
+Pending Approvals: 1 (review before EOD)
 Budget Status: ✅ 42% used ($25/$60 monthly)
 ```
 
@@ -47,20 +45,20 @@ Budget Status: ✅ 42% used ($25/$60 monthly)
 
 **Step 1**: Query Memgraph for all pending approvals and current goal progress
 ```cypher
-MATCH (a:Approval {status: 'pending'}) RETURN a.title, a.type, a.createdAt;
-MATCH (g:Goal {companyId: 'talisman'}) WHERE g.status <> 'completed' RETURN g.title, g.level, g.status;
+MATCH (a:Approval {companyId: $HELIOS_COMPANY_ID, status: 'pending'}) RETURN a.title, a.type, a.createdAt;
+MATCH (g:CompanyGoal {companyId: $HELIOS_COMPANY_ID}) WHERE g.status <> 'completed' RETURN g.title, g.status;
 ```
 
 **Step 2**: Query all department statuses (Task counts by status for each department)
 ```cypher
-MATCH (t:Task {companyId: 'talisman'})
+MATCH (t:Task {companyId: $HELIOS_COMPANY_ID})
 WHERE t.status IN ['todo', 'in_progress', 'blocked']
 RETURN t.status, count(t) AS count;
 ```
 
 **Step 3**: Check budget health
-```bash
-cat ~/helios-agent/brainv2/budget-status.json
+```cypher
+MATCH (bp:BudgetPolicy {companyId: $HELIOS_COMPANY_ID}) RETURN bp.scope, bp.agentId, bp.limitCents, bp.spentCents, bp.percentUsed, bp.status
 ```
 
 ---
@@ -99,7 +97,7 @@ Company Goal (e.g., "Ship Talisman v1.2")
               └── Task (e.g., "Implement CSV parser for Chase format")
 ```
 
-- Goals must have: `title`, `level`, `status`, `companyId: 'talisman'`, `ownerId` (dept)
+- Goals must have: `title`, `level`, `status`, `companyId: $HELIOS_COMPANY_ID`, `ownerId` (dept)
 - Tasks must have: `title`, `priority`, `acceptanceCriteria`, `assignedTo` (dept head), `dueDate`
 - Never create a task without acceptance criteria
 
@@ -178,7 +176,7 @@ Approval gates. Your job is quality reviewer:
 - Any external payment processing → Approval required
 - New vendor agreements → Approval required
 - Budget override requests → Approval required
-- Approval node schema: `{title, type, status: 'pending', requestedBy, createdAt, companyId: 'talisman'}`
+- Approval node schema: `{title, type, status: 'pending', requestedBy, createdAt, companyId: $HELIOS_COMPANY_ID}`
 
 **Goal Rules:**
 - Goals have 4 levels: Company → Department → Project → Task
@@ -192,7 +190,7 @@ Approval gates. Your job is quality reviewer:
 - P2/P3 messages: handle in daily triage — batch processing OK
 
 **Budget Rules:**
-- Budget source of truth: `~/helios-agent/brainv2/budget-status.json`
+- Budget source of truth: Memgraph `MATCH (bp:BudgetPolicy {companyId: $HELIOS_COMPANY_ID})`
 - Alert threshold: 80% of monthly budget consumed
 - Hard stop: 95% — no new tasks until next billing cycle
 - Finance dept owns budget recovery plans
@@ -217,10 +215,10 @@ Before completing any planning cycle:
 ```cypher
 CREATE (wp:WeeklyPlan {
   id: randomUUID(),
-  companyId: 'talisman',
+  companyId: $HELIOS_COMPANY_ID,
   weekOf: date(),
   status: 'active',
-  createdBy: 'agent:ceo',
+  createdBy: $HELIOS_AGENT_ID,
   createdAt: datetime()
 });
 ```
@@ -229,7 +227,7 @@ CREATE (wp:WeeklyPlan {
 ```cypher
 CREATE (t:Task {
   id: randomUUID(),
-  companyId: 'talisman',
+  companyId: $HELIOS_COMPANY_ID,
   title: $title,
   priority: toInteger($priority),
   status: 'todo',
@@ -238,7 +236,7 @@ CREATE (t:Task {
   acceptanceCriteria: $criteria,
   dueDate: $dueDate,
   originKind: 'ceo_delegation',
-  createdBy: 'agent:ceo',
+  createdBy: $HELIOS_AGENT_ID,
   createdAt: localDateTime()
 });
 ```
@@ -247,18 +245,18 @@ CREATE (t:Task {
 ```cypher
 CREATE (a:Approval {
   id: randomUUID(),
-  companyId: 'talisman',
+  companyId: $HELIOS_COMPANY_ID,
   title: $title,
   type: $type,
   status: 'pending',
-  requestedBy: 'agent:ceo',
+  requestedBy: $HELIOS_AGENT_ID,
   createdAt: datetime()
 });
 ```
 
 ### Flag At-Risk Goal
 ```cypher
-MATCH (g:Goal {companyId: 'talisman', id: $goalId})
+MATCH (g:CompanyGoal {companyId: $HELIOS_COMPANY_ID, id: $goalId})
 SET g.atRisk = true, g.atRiskReason = $reason, g.atRiskFlaggedAt = datetime();
 ```
 
@@ -269,17 +267,17 @@ When you need to create follow-up work or delegate, create a BusinessTask node:
 ```cypher
 MERGE (bt:BusinessTask {id: $id})
 ON CREATE SET
-  bt.companyId = 'talisman',
+  bt.companyId = $HELIOS_COMPANY_ID,
   bt.title = $title,
   bt.description = $description,
-  bt.assigneeId = 'agent:ceo',
+  bt.assigneeId = $assigneeAgentId,
   bt.priority = $priority,
   bt.status = 'todo',
   bt.goalId = $goalId,
   bt.createdAt = datetime()
 ```
 
-**Your agent ID**: `agent:ceo`  
+**Your agent ID**: use `$HELIOS_AGENT_ID` env var  
 **Priority values**: `'critical'`, `'high'`, `'medium'`, `'low'`  
 **CRITICAL**: `assigneeId` must always be set — null means the task is never dispatched.
 

package/skills/talisman-comms/SKILL.md

@@ -1,7 +1,7 @@
 ---
 disableModelInvocation: true
 name: talisman-comms
-description: Communications/Triage department for Talisman — auto-routing, response drafting, and escalation via triage pipeline
+description: Communications/Triage department — auto-routing, response drafting, and escalation via triage pipeline
 when: Loaded by the Communications agent when running triage, classifying messages, or drafting responses
 disable-model-invocation: true
 ---
@@ -37,7 +37,7 @@ cd ~/helios-agent && node extensions/email/commands/triage.js --limit 20 2>&1 |
 
 **Step 2**: Query classification results — sort by priority
 ```
-MATCH (m:Message {companyId: 'talisman', processed: false}) 
+MATCH (m:Message {companyId: $HELIOS_COMPANY_ID, processed: false}) 
 RETURN m.priority, count(m) as count ORDER BY m.priority
 ```
 
@@ -83,17 +83,17 @@ When you need to create follow-up work or delegate, create a BusinessTask node:
 ```cypher
 MERGE (bt:BusinessTask {id: $id})
 ON CREATE SET
-  bt.companyId = 'talisman',
+  bt.companyId = $HELIOS_COMPANY_ID,
   bt.title = $title,
   bt.description = $description,
-  bt.assigneeId = 'agent:comms',
+  bt.assigneeId = $HELIOS_AGENT_ID,
   bt.priority = $priority,
   bt.status = 'todo',
   bt.goalId = $goalId,
   bt.createdAt = datetime()
 ```
 
-**Your agent ID**: `agent:comms`  
+**Your agent ID**: use `$HELIOS_AGENT_ID` env var  
 **Priority values**: `'critical'`, `'high'`, `'medium'`, `'low'`  
 **CRITICAL**: `assigneeId` must always be set — null means the task is never dispatched.
 

package/skills/talisman-engineering/SKILL.md

@@ -1,8 +1,8 @@
 ---
 disableModelInvocation: true
 name: talisman-engineering
-description: "Engineering department for Talisman — autonomous feature development from backlog to staging PR. Runs the complete pipeline: Plan → Code → Test → PR → Staging."
-when: Loaded by the CTO/Engineering agent when processing engineering tasks for the Talisman project
+description: "Engineering department — autonomous feature development from backlog to staging PR. Runs the complete pipeline: Plan → Code → Test → PR → Staging."
+when: Loaded by the CTO/Engineering agent when processing engineering tasks
 disable-model-invocation: true
 ---
 
@@ -261,17 +261,17 @@ When you need to create follow-up work or delegate, create a BusinessTask node:
 ```cypher
 MERGE (bt:BusinessTask {id: $id})
 ON CREATE SET
-  bt.companyId = 'talisman',
+  bt.companyId = $HELIOS_COMPANY_ID,
   bt.title = $title,
   bt.description = $description,
-  bt.assigneeId = 'agent:cto',
+  bt.assigneeId = $HELIOS_AGENT_ID,
   bt.priority = $priority,
   bt.status = 'todo',
   bt.goalId = $goalId,
   bt.createdAt = datetime()
 ```
 
-**Your agent ID**: `agent:cto`  
+**Your agent ID**: use `$HELIOS_AGENT_ID` env var  
 **Priority values**: `'critical'`, `'high'`, `'medium'`, `'low'`  
 **CRITICAL**: `assigneeId` must always be set — null means the task is never dispatched.
 

package/skills/talisman-finance/SKILL.md

@@ -1,7 +1,7 @@
 ---
 disableModelInvocation: true
 name: talisman-finance
-description: Finance/Operations department for Talisman — budget tracking, cost attribution, and model tiering enforcement
+description: Finance/Operations department — budget tracking, cost attribution, and model tiering enforcement
 when: Loaded by the Finance agent when monitoring budgets, generating cost reports, or enforcing spending limits
 disable-model-invocation: true
 ---
@@ -32,19 +32,21 @@ Model Tiering: Engineering downgraded to Sonnet (was Opus) — 67% budget used
 ## 1. BOOT SEQUENCE (3 Steps — UNCONDITIONAL)
 
 **Step 1**: Read current budget status
-```bash
-cat ~/helios-agent/brainv2/budget-status.json
+```cypher
+MATCH (bp:BudgetPolicy {companyId: $HELIOS_COMPANY_ID})
+RETURN bp.scope, bp.agentId, bp.limitCents, bp.spentCents, bp.percentUsed, bp.status
+ORDER BY bp.percentUsed DESC
 ```
 
 **Step 2**: Query CostEvent aggregation from Memgraph
 ```
-MATCH (ce:CostEvent {companyId: 'talisman'}) 
+MATCH (ce:CostEvent {companyId: $HELIOS_COMPANY_ID}) 
 RETURN ce.agentId, sum(ce.costCents) as totalCents, count(ce) as taskCount
 ```
 
 **Step 3**: Compare against BudgetPolicy limits
 ```
-MATCH (bp:BudgetPolicy {companyId: 'talisman'}) RETURN bp.scope, bp.limitCents, bp.spentCents, bp.status
+MATCH (bp:BudgetPolicy {companyId: $HELIOS_COMPANY_ID}) RETURN bp.scope, bp.limitCents, bp.spentCents, bp.status
 ```
 
 ---
@@ -85,17 +87,17 @@ When you need to create follow-up work or delegate, create a BusinessTask node:
 ```cypher
 MERGE (bt:BusinessTask {id: $id})
 ON CREATE SET
-  bt.companyId = 'talisman',
+  bt.companyId = $HELIOS_COMPANY_ID,
   bt.title = $title,
   bt.description = $description,
-  bt.assigneeId = 'agent:finance',
+  bt.assigneeId = $HELIOS_AGENT_ID,
   bt.priority = $priority,
   bt.status = 'todo',
   bt.goalId = $goalId,
   bt.createdAt = datetime()
 ```
 
-**Your agent ID**: `agent:finance`  
+**Your agent ID**: use `$HELIOS_AGENT_ID` env var  
 **Priority values**: `'critical'`, `'high'`, `'medium'`, `'low'`  
 **CRITICAL**: `assigneeId` must always be set — null means the task is never dispatched.
 

package/skills/talisman-marketing/SKILL.md

@@ -1,14 +1,14 @@
 ---
 disableModelInvocation: true
 name: talisman-marketing
-description: Marketing department for Talisman — content strategy, blog posts, and social media for accounting professionals
+description: Marketing department — content strategy, blog posts, and social media campaigns
 when: Loaded by the Marketing agent when creating content, managing calendar, or running campaigns
 disable-model-invocation: true
 ---
 
-## ⛔ STOP — Is this content accurate about Talisman's actual features?
+## ⛔ STOP — Is this content accurate about the company's actual features?
 
-> Before publishing ANY content: Verify claimed features exist in ~/Projects/talisman/README.md or product.md.
+> Before publishing ANY content: Verify claimed features exist in the product documentation.
 
 If **you're unsure** → Save as draft, flag for human review. NEVER make up product capabilities.
 
@@ -27,12 +27,12 @@ Content Queue: 3 blog posts in pipeline (2 drafts, 1 outlined)
 
 **Step 1**: Check what content is pending/in-progress
 ```
-MATCH (cp:ContentPiece {companyId: 'talisman'}) WHERE cp.status IN ['draft','in_progress'] RETURN cp.title, cp.type, cp.status
+MATCH (cp:ContentPiece {companyId: $HELIOS_COMPANY_ID}) WHERE cp.status IN ['draft','in_progress'] RETURN cp.title, cp.type, cp.status
 ```
 
 **Step 2**: Read product features to avoid false claims
 ```bash
-cat ~/Projects/talisman/.amazonq/rules/memory-bank/product.md 2>/dev/null | head -50
+cat product.md 2>/dev/null || echo "No product.md found — check company docs"
 ```
 
 **Step 3**: Check content calendar for this week's priorities
@@ -55,7 +55,7 @@ cat ~/Projects/talisman/.amazonq/rules/memory-bank/product.md 2>/dev/null | head
 
 - Target audience: accountants, bookkeepers, firm owners frustrated with manual work
 - NEVER auto-publish — all content saved as DRAFT for human review
-- NEVER make feature claims not verified in product.md
+- NEVER make feature claims not verified in product documentation
 - Blog topics: accounting automation, efficiency, tool comparisons, pain points
 - LinkedIn primary channel (B2B accounting), Twitter secondary
 - Keyword focus: "accounting automation", "bookkeeping software", "CPA workflow"
@@ -64,7 +64,7 @@ cat ~/Projects/talisman/.amazonq/rules/memory-bank/product.md 2>/dev/null | head
 
 ## 4. VERIFICATION CHECKPOINT
 
-- [ ] Is this content accurate about Talisman's features? YES → draft. NO → remove claims.
+- [ ] Is this content accurate about the company's features? YES → draft. NO → remove claims.
 - [ ] Is content saved as DRAFT (not auto-published)? YES → task complete. NO → STOP.
 
 ## Task Creation Protocol
@@ -74,17 +74,17 @@ When you need to create follow-up work or delegate, create a BusinessTask node:
 ```cypher
 MERGE (bt:BusinessTask {id: $id})
 ON CREATE SET
-  bt.companyId = 'talisman',
+  bt.companyId = $HELIOS_COMPANY_ID,
   bt.title = $title,
   bt.description = $description,
-  bt.assigneeId = 'agent:marketing',
+  bt.assigneeId = $HELIOS_AGENT_ID,
   bt.priority = $priority,
   bt.status = 'todo',
   bt.goalId = $goalId,
   bt.createdAt = datetime()
 ```
 
-**Your agent ID**: `agent:marketing`  
+**Your agent ID**: use `$HELIOS_AGENT_ID` env var  
 **Priority values**: `'critical'`, `'high'`, `'medium'`, `'low'`  
 **CRITICAL**: `assigneeId` must always be set — null means the task is never dispatched.
 

package/skills/talisman-sales/SKILL.md

@@ -1,7 +1,7 @@
 ---
 disableModelInvocation: true
 name: talisman-sales
-description: Sales department for Talisman — lead gen, outreach, and qualification for accounting firms
+description: Sales department — lead gen, outreach, and qualification
 when: Loaded by the Sales Lead agent when processing leads, outreach, and pipeline management
 adapter:
   type: helios_rpc
@@ -9,10 +9,7 @@ adapter:
     - helios-prime
     - outreach-playbook
     - crm
-agent_id: "agent:sales-lead"
-company_id: talisman
-departments:
-  - Sales
+agent_id: "agent:sales"
 disable-model-invocation: true
 ---
 
@@ -42,25 +39,25 @@ Qualified Leads: 1 new Opportunity created (Smith & Co, estimated $4,800/yr)
 # Read any pending outreach approvals from Memgraph
 ```
 ```cypher
-MATCH (r:Routine {companyId: 'talisman', name: 'sales-daily'})
+MATCH (r:Routine {companyId: $HELIOS_COMPANY_ID, name: 'sales-daily'})
 RETURN r.firstRunAt, duration.inDays(r.firstRunAt, datetime()).days AS daysSinceStart
 ```
 
 **Step 2**: Query pipeline status from Memgraph
 ```cypher
-MATCH (opp:Opportunity {companyId: 'talisman'})
+MATCH (opp:Opportunity {companyId: $HELIOS_COMPANY_ID})
 RETURN opp.stage, count(opp) AS count
 ORDER BY count DESC
 ```
 ```cypher
-MATCH (l:Lead {companyId: 'talisman'})
+MATCH (l:Lead {companyId: $HELIOS_COMPANY_ID})
 WHERE l.status = 'new'
 RETURN count(l) AS newLeads
 ```
 
 **Step 3**: Check for pending replies to process
 ```cypher
-MATCH (m:Message {companyId: 'talisman', category: 'lead_response'})
+MATCH (m:Message {companyId: $HELIOS_COMPANY_ID, category: 'lead_response'})
 WHERE m.processed = false
 RETURN m
 ORDER BY m.receivedAt ASC
@@ -188,7 +185,7 @@ For each signal, gather:
 
 ### Log a new prospect:
 ```cypher
-MERGE (l:Lead {id: $leadId, companyId: 'talisman'})
+MERGE (l:Lead {id: $leadId, companyId: $HELIOS_COMPANY_ID})
 SET l.name = $firmName,
     l.domain = $domain,
     l.status = 'new',
@@ -199,7 +196,7 @@ SET l.name = $firmName,
 
 ### Create Opportunity after qualification:
 ```cypher
-MERGE (opp:Opportunity {id: $oppId, companyId: 'talisman'})
+MERGE (opp:Opportunity {id: $oppId, companyId: $HELIOS_COMPANY_ID})
 SET opp.stage = 'qualification',
     opp.value = $estimatedValue,
     opp.leadId = $leadId,
@@ -209,7 +206,7 @@ SET opp.stage = 'qualification',
 
 ### Log outreach sent:
 ```cypher
-MATCH (l:Lead {id: $leadId, companyId: 'talisman'})
+MATCH (l:Lead {id: $leadId, companyId: $HELIOS_COMPANY_ID})
 CREATE (o:Outreach {
   id: randomUUID(),
   type: 'email',
@@ -274,17 +271,17 @@ When you need to create follow-up work or delegate, create a BusinessTask node:
 ```cypher
 MERGE (bt:BusinessTask {id: $id})
 ON CREATE SET
-  bt.companyId = 'talisman',
+  bt.companyId = $HELIOS_COMPANY_ID,
   bt.title = $title,
   bt.description = $description,
-  bt.assigneeId = 'agent:sales',
+  bt.assigneeId = $HELIOS_AGENT_ID,
   bt.priority = $priority,
   bt.status = 'todo',
   bt.goalId = $goalId,
   bt.createdAt = datetime()
 ```
 
-**Your agent ID**: `agent:sales`  
+**Your agent ID**: use `$HELIOS_AGENT_ID` env var  
 **Priority values**: `'critical'`, `'high'`, `'medium'`, `'low'`  
 **CRITICAL**: `assigneeId` must always be set — null means the task is never dispatched.