@cohortapp/agent-sdk 2.3.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (731) hide show
  1. package/.claude/commands/init-agent.md +104 -0
  2. package/.claude/commands/init-maestro.md +1187 -0
  3. package/.claude/settings.json +161 -0
  4. package/.env.example +216 -0
  5. package/README.md +632 -0
  6. package/agents/browser-operator/agent.md +52 -0
  7. package/agents/calendar-ops/agent.md +50 -0
  8. package/agents/communications/agent.md +96 -0
  9. package/agents/decision-log/agent.md +65 -0
  10. package/agents/desktop-operator/agent.md +59 -0
  11. package/agents/gmail-operator/agent.md +62 -0
  12. package/agents/inbound-dispatcher/agent.md +66 -0
  13. package/agents/inbox-processor/agent.md +39 -0
  14. package/agents/pmo-execution/agent.md +60 -0
  15. package/agents/session-spawner/agent.md +64 -0
  16. package/agents/slack-operator/agent.md +60 -0
  17. package/agents/whatsapp-operator/agent.md +60 -0
  18. package/agents/workflow-automation/agent.md +61 -0
  19. package/archetypes/altitudes/c-suite.yaml +58 -0
  20. package/archetypes/altitudes/founder.yaml +68 -0
  21. package/archetypes/altitudes/senior-manager.yaml +63 -0
  22. package/archetypes/altitudes/svp.yaml +60 -0
  23. package/archetypes/altitudes/vp.yaml +50 -0
  24. package/archetypes/archetype.schema.json +77 -0
  25. package/archetypes/base.yaml +47 -0
  26. package/archetypes/capabilities/commercial-leader.yaml +159 -0
  27. package/archetypes/capabilities/compliance-officer.yaml +159 -0
  28. package/archetypes/capabilities/executive-operator.yaml +169 -0
  29. package/archetypes/capabilities/finance-leader.yaml +162 -0
  30. package/archetypes/capabilities/operations-leader.yaml +154 -0
  31. package/archetypes/capabilities/product-leader.yaml +148 -0
  32. package/archetypes/capabilities/technical-leader.yaml +146 -0
  33. package/archetypes/functions/commercial-leader.yaml +62 -0
  34. package/archetypes/functions/compliance-officer.yaml +64 -0
  35. package/archetypes/functions/executive-operator.yaml +70 -0
  36. package/archetypes/functions/finance-leader.yaml +70 -0
  37. package/archetypes/functions/operations-leader.yaml +62 -0
  38. package/archetypes/functions/product-leader.yaml +61 -0
  39. package/archetypes/functions/technical-leader.yaml +57 -0
  40. package/bin/cohort-mcp.mjs +81 -0
  41. package/bin/maestro.mjs +3516 -0
  42. package/bin/maestro.test.mjs +1015 -0
  43. package/desktop-control/README.md +56 -0
  44. package/desktop-control/app-profiles/gmail.yaml +120 -0
  45. package/desktop-control/app-profiles/slack.yaml +315 -0
  46. package/desktop-control/app-profiles/whatsapp.yaml +107 -0
  47. package/docs/architecture/agent-topology.md +2239 -0
  48. package/docs/architecture/archetype-agent-factory.md +110 -0
  49. package/docs/architecture/collective-memory-and-org-mesh.md +115 -0
  50. package/docs/architecture/continuous-monitoring.md +221 -0
  51. package/docs/architecture/mcp-capability-map.md +585 -0
  52. package/docs/architecture/system-architecture.md +1272 -0
  53. package/docs/company-context/README.md +40 -0
  54. package/docs/guides/agent-persona-setup.md +600 -0
  55. package/docs/guides/agents-observe-setup.md +64 -0
  56. package/docs/guides/billing-console-keys.md +88 -0
  57. package/docs/guides/ccxray-diagnostics.md +65 -0
  58. package/docs/guides/channel-bus.md +127 -0
  59. package/docs/guides/claude-mem-setup.md +79 -0
  60. package/docs/guides/claude-pace-setup.md +56 -0
  61. package/docs/guides/claudraband-sessions.md +98 -0
  62. package/docs/guides/clawteam-swarm.md +116 -0
  63. package/docs/guides/code-review-graph-setup.md +86 -0
  64. package/docs/guides/email-setup.md +431 -0
  65. package/docs/guides/mac-mini.md +119 -0
  66. package/docs/guides/media-generation-setup.md +349 -0
  67. package/docs/guides/model-routing.md +162 -0
  68. package/docs/guides/observability-otel.md +265 -0
  69. package/docs/guides/org-onboarding.md +132 -0
  70. package/docs/guides/outbound-governance-setup.md +437 -0
  71. package/docs/guides/pdf-generation-setup.md +315 -0
  72. package/docs/guides/poller-daemon-setup.md +563 -0
  73. package/docs/guides/rag-context-setup.md +459 -0
  74. package/docs/guides/self-optimization-pattern.md +82 -0
  75. package/docs/guides/setup-wizard.md +178 -0
  76. package/docs/guides/slack-setup.md +350 -0
  77. package/docs/guides/telegram-setup.md +227 -0
  78. package/docs/guides/twilio-subaccounts-setup.md +223 -0
  79. package/docs/guides/verification.md +128 -0
  80. package/docs/guides/voice-mode.md +188 -0
  81. package/docs/guides/voice-sms-setup.md +698 -0
  82. package/docs/guides/webhook-relay-setup.md +349 -0
  83. package/docs/guides/whatsapp-setup.md +288 -0
  84. package/docs/prompts/board-pack-cover-template.md +36 -0
  85. package/docs/prompts/decision-recommendation-template.md +88 -0
  86. package/docs/prompts/followup-message-template.md +141 -0
  87. package/docs/prompts/investor-letter-template.md +52 -0
  88. package/docs/prompts/morning-brief-template.md +82 -0
  89. package/docs/prompts/presentation-template.md +58 -0
  90. package/docs/prompts/weekly-strategic-memo-template.md +104 -0
  91. package/docs/research/hallucinated-tool-output-investigation.md +151 -0
  92. package/docs/runbooks/backup-restore.md +205 -0
  93. package/docs/runbooks/cohort-cutover.md +129 -0
  94. package/docs/runbooks/fleet-operations.md +200 -0
  95. package/docs/runbooks/incident-response.md +226 -0
  96. package/docs/runbooks/mac-mini-bootstrap.md +431 -0
  97. package/docs/runbooks/perpetual-operations.md +509 -0
  98. package/docs/runbooks/recovery-and-failover.md +260 -0
  99. package/framework-features.json +267 -0
  100. package/ingest/README.md +87 -0
  101. package/lib/action-executor.js +689 -0
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  103. package/lib/agent-root.mjs +37 -0
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  110. package/lib/budget-guard.mjs +279 -0
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  112. package/lib/cadence-bus-schedule.test.mjs +194 -0
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  115. package/lib/cadences.mjs +205 -0
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  117. package/lib/capability.mjs +154 -0
  118. package/lib/capability.test.mjs +78 -0
  119. package/lib/channels/base-adapter.mjs +719 -0
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  121. package/lib/channels/channel.mjs +128 -0
  122. package/lib/channels/channels.test.mjs +371 -0
  123. package/lib/channels/contract.mjs +215 -0
  124. package/lib/channels/contract.test.mjs +137 -0
  125. package/lib/channels/conversation-resolver.mjs +95 -0
  126. package/lib/channels/gmail/adapter.mjs +87 -0
  127. package/lib/channels/inbox-item.mjs +255 -0
  128. package/lib/channels/inbox-item.test.mjs +335 -0
  129. package/lib/channels/index.mjs +94 -0
  130. package/lib/channels/orgmail/adapter.mjs +353 -0
  131. package/lib/channels/orgmail/adapter.test.mjs +311 -0
  132. package/lib/channels/pairing.mjs +363 -0
  133. package/lib/channels/pairing.test.mjs +270 -0
  134. package/lib/channels/registry.mjs +164 -0
  135. package/lib/channels/slack/adapter.mjs +317 -0
  136. package/lib/channels/slack-adapter.test.mjs +212 -0
  137. package/lib/channels/sms/adapter.mjs +43 -0
  138. package/lib/channels/telegram/adapter.mjs +432 -0
  139. package/lib/channels/telegram-adapter.test.mjs +306 -0
  140. package/lib/channels/voice/adapter.mjs +301 -0
  141. package/lib/channels/voice/adapter.test.mjs +278 -0
  142. package/lib/channels/whatsapp/adapter-baileys.mjs +587 -0
  143. package/lib/channels/whatsapp/adapter-baileys.test.mjs +359 -0
  144. package/lib/channels/whatsapp/adapter-twilio.mjs +65 -0
  145. package/lib/channels/whatsapp/baileys-typing.test.mjs +154 -0
  146. package/lib/charter.mjs +256 -0
  147. package/lib/charter.test.mjs +89 -0
  148. package/lib/claude-bin.mjs +134 -0
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  150. package/lib/collective/capture.mjs +185 -0
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  158. package/lib/collective/presence.mjs +201 -0
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  160. package/lib/collective/recall.mjs +215 -0
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  162. package/lib/comms/send-gate.mjs +554 -0
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  164. package/lib/comms.mjs +67 -0
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  166. package/lib/diagnostics/alerts.mjs +424 -0
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  168. package/lib/diagnostics/backup-freshness.mjs +188 -0
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  180. package/lib/feature-init.mjs +331 -0
  181. package/lib/fs-atomic.mjs +112 -0
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  183. package/lib/fs-ownership.mjs +111 -0
  184. package/lib/fs-ownership.test.mjs +158 -0
  185. package/lib/hooks/bus.mjs +347 -0
  186. package/lib/hooks/bus.test.mjs +387 -0
  187. package/lib/index.js +16 -0
  188. package/lib/learning/config.mjs +106 -0
  189. package/lib/learning/config.test.mjs +75 -0
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  202. package/lib/mcp/server.mjs +328 -0
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  204. package/lib/model-router/auth-profiles.mjs +758 -0
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  206. package/lib/model-router/catalog/anthropic.yaml +153 -0
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  719. package/workflows/daily/evening-wrap.yaml +105 -0
  720. package/workflows/daily/morning-brief.yaml +164 -0
  721. package/workflows/daily/slack-followup-sweep.yaml +87 -0
  722. package/workflows/event-driven/README.md +50 -0
  723. package/workflows/event-driven/agent-failure-investigation.yaml +137 -0
  724. package/workflows/event-driven/pr-review.yaml +107 -0
  725. package/workflows/monthly/board-readiness.yaml +76 -0
  726. package/workflows/quarterly/strategic-scenario-analysis.yaml +85 -0
  727. package/workflows/session-protocol.md +171 -0
  728. package/workflows/weekly/engineering-health.yaml +154 -0
  729. package/workflows/weekly/hiring-review.yaml +169 -0
  730. package/workflows/weekly/rollup-pipeline-review.yaml +76 -0
  731. package/workflows/weekly/strategic-memo.yaml +79 -0
@@ -0,0 +1,358 @@
1
+ /**
2
+ * backlog.mjs — WBS backlog skeleton builder + queue materialiser.
3
+ *
4
+ * Turns a resolved archetype profile into a Work-Breakdown-Structure backlog
5
+ * (streams → phases → epics → tasks) and materialises the immediately-actionable
6
+ * (first-30-day) tasks into the queue-item shape the reactive backlog-executor
7
+ * already consumes (state/queues/*.yaml). This is what makes a freshly-
8
+ * initialised agent "get straight to work": the moment the daemon starts, the
9
+ * backlog-executor finds seeded, archetype-appropriate work and begins.
10
+ *
11
+ * The skeleton is structurally complete from the profile alone (streams come
12
+ * from profile.backlogStreams; granularity from the altitude). The init wizard
13
+ * ENRICHES epics/tasks with company-specific content from the gathered context
14
+ * pack before materialising — but even un-enriched the seed is real, actionable
15
+ * first-moves, not empty queues.
16
+ *
17
+ * Pure (no I/O). The caller passes `date` (no Date.now here) so output is
18
+ * deterministic and testable. ESM.
19
+ *
20
+ * @module backlog
21
+ */
22
+
23
+ "use strict";
24
+
25
+ /** The three first-quarter phases every seeded backlog scaffolds. */
26
+ export const PHASES = [
27
+ { id: "d30", name: "First 30 days", horizon: "establish" },
28
+ { id: "d60", name: "Days 31–60", horizon: "execute" },
29
+ { id: "d90", name: "Days 61–90", horizon: "compound" },
30
+ ];
31
+
32
+ /** Per-horizon seed templates. Generic-but-actionable; enriched at init. */
33
+ const SEED = {
34
+ establish: (s) => ({
35
+ epic: `Establish baseline for ${s.name}`,
36
+ task: `Assess the current state of ${s.intent || s.name}: identify the top 3 risks/opportunities and define the success metrics.`,
37
+ criteria: ["Baseline documented", "Top 3 risks/opportunities identified", "Success metrics agreed"],
38
+ }),
39
+ execute: (s) => ({
40
+ epic: `Advance ${s.name} to a first milestone`,
41
+ task: `Drive the highest-priority initiative in ${s.name} to a concrete, shippable milestone.`,
42
+ criteria: ["A milestone shipped", "Outcome measured against the metric"],
43
+ }),
44
+ compound: (s) => ({
45
+ epic: `Systematise ${s.name}`,
46
+ task: `Codify what works in ${s.name} into a repeatable process and report outcomes against the KPI tree.`,
47
+ criteria: ["Process documented", "Outcomes reported"],
48
+ }),
49
+ };
50
+
51
+ /** Max org-context items pulled into the backlog so a huge org can't unbound it. */
52
+ const MAX_ORG_STREAMS = 8;
53
+ const MAX_FRONTIER_ITEMS = 8;
54
+
55
+ function str(v) {
56
+ return v == null ? "" : String(v).trim();
57
+ }
58
+
59
+ /** Slugify a code/name into a stream-id-safe token (lowercase, dash-separated). */
60
+ function slugToken(v) {
61
+ return str(v).toLowerCase().replace(/[^a-z0-9]+/g, "-").replace(/^-+|-+$/g, "").slice(0, 48) || "x";
62
+ }
63
+
64
+ /**
65
+ * Build the standard 30/60/90 phase scaffold for a stream-like ({ id, name,
66
+ * intent }) from the per-horizon SEED templates. Extracted so archetype streams
67
+ * AND org-context strategy streams seed identically. Pure.
68
+ * @param {{id:string, name:string, intent?:string}} s
69
+ * @returns {object[]} phases
70
+ */
71
+ function seedPhases(s) {
72
+ return PHASES.map((ph) => {
73
+ const seed = SEED[ph.horizon](s);
74
+ return {
75
+ id: ph.id,
76
+ name: ph.name,
77
+ epics: [
78
+ {
79
+ id: `${s.id}-${ph.id}-e1`,
80
+ title: seed.epic,
81
+ tasks: [
82
+ {
83
+ id: `${s.id}-${ph.id}-t1`,
84
+ title: seed.task,
85
+ next_action: seed.task,
86
+ priority: ph.id === "d30" ? "high" : "normal",
87
+ success_criteria: seed.criteria,
88
+ },
89
+ ],
90
+ },
91
+ ],
92
+ };
93
+ });
94
+ }
95
+
96
+ /** Normalise the org ready-board feed (array of objects or strings) to {title}. */
97
+ function normFrontier(board) {
98
+ const arr = Array.isArray(board) ? board : [];
99
+ const out = [];
100
+ for (const b of arr) {
101
+ const title = typeof b === "string" ? str(b) : str(b && (b.title || b.name || b.summary));
102
+ if (title) out.push({ title });
103
+ if (out.length >= MAX_FRONTIER_ITEMS) break;
104
+ }
105
+ return out;
106
+ }
107
+
108
+ /**
109
+ * Distil the agent's cached Cohort org context (the `config/org-context.json`
110
+ * object `bootstrap-context.persistOrgContext` writes, or its distilled excerpt)
111
+ * into WBS streams so the FETCHED org context actually SHAPES the backlog —
112
+ * closing the audit gap "fetched org context shapes nothing: backlog".
113
+ *
114
+ * Produces, in priority order:
115
+ * 1. one stream PER org STRATEGY stream (`strategy.streams[]`): a real,
116
+ * org-authored workstream (id from its code, intent = its mission, the org
117
+ * north-star woven in as a fallback intent), seeded across 30/60/90 like any
118
+ * archetype stream — so it flows through materializeReadyTasks unchanged.
119
+ * 2. a single "org-frontier" stream when the org's READY BOARD feed carries
120
+ * items: each ready item becomes a concrete HIGH-priority d30 task, so the
121
+ * agent starts on LITERAL org work rather than a generic template.
122
+ *
123
+ * Returns [] for a null/empty/standalone context (no strategy streams AND no
124
+ * board), so a non-enrolled agent's backlog is byte-for-byte unchanged. Pure.
125
+ *
126
+ * @param {object|null} orgContext config/org-context.json (or its excerpt)
127
+ * @returns {object[]} WBS streams
128
+ */
129
+ export function orgContextStreams(orgContext) {
130
+ if (!orgContext || typeof orgContext !== "object") return [];
131
+ const strategy = orgContext.strategy && typeof orgContext.strategy === "object" ? orgContext.strategy : {};
132
+ const northStar = str(strategy.northStar || strategy.northstar);
133
+ const streamsIn = Array.isArray(strategy.streams) ? strategy.streams : [];
134
+
135
+ const out = [];
136
+ const seenIds = new Set();
137
+ for (const s of streamsIn) {
138
+ if (!s || typeof s !== "object") continue;
139
+ const code = str(s.code || s.id);
140
+ const name = str(s.name || s.code || s.id);
141
+ if (!code && !name) continue;
142
+ let id = `org-${slugToken(code || name)}`;
143
+ while (seenIds.has(id)) id = `${id}-x`;
144
+ seenIds.add(id);
145
+ const intent = str(s.mission || s.intent) || (northStar ? `Advance the org north star — ${northStar}` : "");
146
+ const streamLike = { id, name: name || code, intent };
147
+ out.push({ ...streamLike, source: "org-strategy", phases: seedPhases(streamLike) });
148
+ if (out.length >= MAX_ORG_STREAMS) break;
149
+ }
150
+
151
+ const frontier = normFrontier(orgContext.board);
152
+ if (frontier.length) {
153
+ const tasks = frontier.map((it, i) => ({
154
+ id: `org-frontier-d30-t${i + 1}`,
155
+ title: it.title,
156
+ next_action: it.title,
157
+ priority: "high",
158
+ success_criteria: ["Ready-board item picked up and progressed", "Outcome reported back to the org"],
159
+ }));
160
+ out.push({
161
+ id: "org-frontier",
162
+ name: "Org ready-board frontier",
163
+ intent: "Concrete work items pulled from the org's ready board — do these first.",
164
+ source: "org-board",
165
+ phases: [
166
+ { id: "d30", name: PHASES[0].name, epics: [{ id: "org-frontier-d30-e1", title: "Clear the org ready-board frontier", tasks }] },
167
+ { id: "d60", name: PHASES[1].name, epics: [] },
168
+ { id: "d90", name: PHASES[2].name, epics: [] },
169
+ ],
170
+ });
171
+ }
172
+
173
+ return out;
174
+ }
175
+
176
+ /**
177
+ * Build the WBS skeleton from a resolved profile + identity.
178
+ *
179
+ * When `opts.orgContext` is supplied (the cached Cohort org context from
180
+ * `config/org-context.json`), the org's authoritative strategy streams + ready
181
+ * board are distilled into LEADING backlog streams (see orgContextStreams), so
182
+ * an enrolled agent's backlog is shaped by the org — not just its archetype. A
183
+ * standalone agent (no orgContext) gets the archetype-only skeleton unchanged.
184
+ *
185
+ * @param {object} profile resolved archetype profile
186
+ * @param {object} identity config/agent.json
187
+ * @param {object} [opts] @param {string} [opts.date] @param {object} [opts.orgContext]
188
+ * @returns {object} wbs
189
+ */
190
+ export function buildBacklogSkeleton(profile, identity, opts = {}) {
191
+ if (!profile || !identity) throw new Error("buildBacklogSkeleton: requires (profile, identity)");
192
+ const archetypeStreams = (profile.backlogStreams || []).map((s) => ({
193
+ id: s.id,
194
+ name: s.name,
195
+ intent: s.intent || "",
196
+ phases: seedPhases({ id: s.id, name: s.name, intent: s.intent || "" }),
197
+ }));
198
+
199
+ // The fetched org context leads: org strategy streams + ready-board frontier
200
+ // come first so materializeReadyTasks surfaces org work as the top priorities.
201
+ const orgStreams = orgContextStreams(opts.orgContext);
202
+ const streams = [...orgStreams, ...archetypeStreams];
203
+
204
+ return {
205
+ schemaVersion: 1,
206
+ agent: identity.fullName || "Unconfigured Agent",
207
+ archetype: `${profile.function}@${profile.altitude}`,
208
+ granularity: profile.backlogGranularity || "epics",
209
+ generated: opts.date || "",
210
+ note: orgStreams.length
211
+ ? "Seed skeleton shaped by the org context (strategy streams + ready board lead) — enrich with company-specific content at init, then materialise."
212
+ : "Seed skeleton — enrich epics/tasks with company-specific content at init, then materialise.",
213
+ ...(orgStreams.length ? { orgContextApplied: true } : {}),
214
+ streams,
215
+ };
216
+ }
217
+
218
+ /**
219
+ * Flatten the immediately-actionable (first-30-day) tasks into queue items in
220
+ * the shape the backlog-executor consumes, plus a strategic priorities list.
221
+ *
222
+ * @param {object} wbs @param {object} [opts] @param {string} [opts.owner] @param {string} [opts.date]
223
+ * @returns {{ queueItems: object[], priorities: object[] }}
224
+ */
225
+ export function materializeReadyTasks(wbs, opts = {}) {
226
+ if (!wbs || !Array.isArray(wbs.streams)) throw new Error("materializeReadyTasks: invalid wbs");
227
+ const owner = opts.owner || "agent";
228
+ const date = opts.date || "";
229
+ const queueItems = [];
230
+ const priorities = [];
231
+
232
+ for (const s of wbs.streams) {
233
+ priorities.push({
234
+ id: s.id,
235
+ title: s.name,
236
+ description: s.intent,
237
+ streams: [s.id],
238
+ status: "active",
239
+ });
240
+ const d30 = (s.phases || []).find((p) => p.id === "d30");
241
+ if (!d30) continue;
242
+ for (const epic of d30.epics || []) {
243
+ for (const task of epic.tasks || []) {
244
+ queueItems.push({
245
+ id: `seed-${task.id}`,
246
+ title: task.title,
247
+ status: "open",
248
+ priority: task.priority || "normal",
249
+ stream: s.id,
250
+ epic: epic.id,
251
+ owner,
252
+ next_action: task.next_action || task.title,
253
+ context: `Seeded from the "${s.name}" stream (first-30-day objective). ${s.intent || ""}`.trim(),
254
+ success_criteria: task.success_criteria || [],
255
+ source: "backlog-seed",
256
+ created: date,
257
+ history: [],
258
+ });
259
+ }
260
+ }
261
+ }
262
+ return { queueItems, priorities };
263
+ }
264
+
265
+ /**
266
+ * Wrap materialised queue items into the state/queues/<name>.yaml file object.
267
+ * @param {object[]} queueItems @param {object} [opts] @param {string} [opts.queue]
268
+ * @returns {{ queue: string, description: string, items: object[] }}
269
+ */
270
+ export function toQueueFile(queueItems, opts = {}) {
271
+ return {
272
+ queue: opts.queue || "backlog",
273
+ description: "Proactive backlog seeded at init from the archetype WBS. The backlog-executor works open items by priority.",
274
+ items: queueItems,
275
+ };
276
+ }
277
+
278
+ /**
279
+ * Parse a `state/queues/*.yaml` file body into the actionable-item shape the
280
+ * daemon's backlog sweep dispatches. Pure, dependency-free (mirrors the
281
+ * daemon's hand-rolled block parser so we stay aligned with the on-disk format
282
+ * written by setup + the agent's own work loop — no YAML dependency).
283
+ *
284
+ * Only `status: open` / `status: in_progress` items are returned; `blocked`
285
+ * items are excluded (matching the sweep's filter).
286
+ *
287
+ * F2 (state-integrity audit) regression: the daemon's inline `sweepBacklog`
288
+ * parser extracted title/priority/next_action but NEVER `id`, so every swept
289
+ * item had `qi.id === undefined`. That silently disabled the entire file-based
290
+ * item-claim subsystem — `hasActiveClaim(qi.id)` (agent-daemon.mjs),
291
+ * `claimItem(item.id, …)`, `releaseItemClaim`, and `markItemBlocked` are all
292
+ * gated on a defined id, so claims/blocks never engaged across restarts or
293
+ * concurrent triggers. This parser extracts `id` so those paths come alive.
294
+ * `sweepBacklog` should call this instead of its inline regex (see notes).
295
+ *
296
+ * @param {string} content raw YAML file body
297
+ * @param {string} sourceFile filename, recorded as `source_file` on each item
298
+ * @returns {Array<{ id?: string, title: string, status: string, priority: string, next_action: string, source_file: string, raw: string }>}
299
+ */
300
+ export function parseQueueItems(content, sourceFile = "") {
301
+ const out = [];
302
+ if (typeof content !== "string" || content.length === 0) return out;
303
+
304
+ // Items are a YAML sequence; split on the `- ` sequence marker (multiline).
305
+ // Tolerate leading indentation — js-yaml (the real serializer) writes items
306
+ // indented under `items:` (` - id: …`), and the agent's own work loop and
307
+ // markItemBlocked both handle indented dashes; matching only column-0 dashes
308
+ // would fold every indented item into one block and lose all but the first.
309
+ const blocks = content.split(/^\s*-\s+/m).filter(Boolean);
310
+ for (const itemBlock of blocks) {
311
+ // Strip comment lines so schema templates (e.g. "# id: string") never match.
312
+ const cleanBlock = itemBlock
313
+ .split("\n")
314
+ .filter((l) => !l.trimStart().startsWith("#"))
315
+ .join("\n");
316
+
317
+ // Match both quoted ("status":) and unquoted (status:) YAML keys. Each key
318
+ // is anchored to the START of a line (optional indent + an optional inline
319
+ // sequence dash) so a key is matched as a WHOLE key, never as the suffix of
320
+ // a longer one — e.g. `correlation_id:` / `message_id:` must NOT be read as
321
+ // `id:` (a confirmed mis-extraction). The `m` flag scopes `^`/`$` per line.
322
+ const statusMatch = cleanBlock.match(/^\s*-?\s*"?status"?:\s*["']?(open|in_progress)["']?/m);
323
+ const blockedMatch = cleanBlock.match(/^\s*-?\s*"?status"?:\s*["']?blocked["']?/m);
324
+ if (!statusMatch || blockedMatch) continue;
325
+
326
+ const idMatch = cleanBlock.match(/^\s*-?\s*"?id"?:\s*["']?([^"'\n]+?)["']?\s*$/m);
327
+ const titleMatch = cleanBlock.match(/^\s*-?\s*"?title"?:\s*["']?(.+?)["']?\s*$/m);
328
+ const priorityMatch = cleanBlock.match(/^\s*-?\s*"?priority"?:\s*["']?(critical|high|normal|low)["']?/m);
329
+ const nextActionMatch = cleanBlock.match(/^\s*-?\s*"?next_action"?:\s*["']?(.+?)["']?\s*$/m);
330
+ if (!titleMatch || !nextActionMatch) continue;
331
+
332
+ const item = {
333
+ title: titleMatch[1],
334
+ status: statusMatch[1],
335
+ priority: priorityMatch?.[1] || "normal",
336
+ next_action: nextActionMatch[1],
337
+ source_file: sourceFile,
338
+ raw: cleanBlock.substring(0, 500),
339
+ };
340
+ // Only attach id when one was actually present (legacy items may lack it);
341
+ // the claim subsystem keys on a defined id and tolerates undefined.
342
+ const id = idMatch?.[1]?.trim();
343
+ if (id) item.id = id;
344
+ out.push(item);
345
+ }
346
+ return out;
347
+ }
348
+
349
+ /** Count immediately-actionable (d30) tasks in a WBS. @param {object} wbs @returns {number} */
350
+ export function countReadyTasks(wbs) {
351
+ if (!wbs || !Array.isArray(wbs.streams)) return 0;
352
+ let n = 0;
353
+ for (const s of wbs.streams) {
354
+ const d30 = (s.phases || []).find((p) => p.id === "d30");
355
+ for (const e of (d30 && d30.epics) || []) n += (e.tasks || []).length;
356
+ }
357
+ return n;
358
+ }
@@ -0,0 +1,266 @@
1
+ /**
2
+ * backlog.test.mjs — tests for the WBS backlog skeleton builder + materialiser.
3
+ * Run: `node --test lib/backlog.test.mjs`
4
+ * @module backlog.test
5
+ */
6
+
7
+ "use strict";
8
+
9
+ import { test } from "node:test";
10
+ import assert from "node:assert/strict";
11
+ import { resolveArchetype } from "./archetype.mjs";
12
+ import { buildBacklogSkeleton, materializeReadyTasks, toQueueFile, countReadyTasks, parseQueueItems, orgContextStreams, PHASES } from "./backlog.mjs";
13
+
14
+ const IDENTITY = { firstName: "Jacob", fullName: "Jacob Chen", title: "VP, Engineering", company: "Acme" };
15
+
16
+ /** A representative cached org context (config/org-context.json shape). */
17
+ const ORG_CONTEXT = {
18
+ fetchedAt: "2026-07-01T00:00:00.000Z",
19
+ strategy: {
20
+ northStar: "Become the default operating system for AI-run companies",
21
+ streams: [
22
+ { code: "GTM", name: "Go-to-market", mission: "Land 20 design partners by Q4" },
23
+ { code: "PLATFORM", name: "Platform reliability", mission: "99.95% control-plane uptime" },
24
+ ],
25
+ },
26
+ board: [
27
+ { title: "Draft the design-partner outreach sequence" },
28
+ { title: "Instrument /v1 dispatcher latency SLOs" },
29
+ ],
30
+ };
31
+
32
+ test("buildBacklogSkeleton mirrors the profile's streams with a 30/60/90 scaffold", async () => {
33
+ const profile = await resolveArchetype({ function: "technical-leader", altitude: "vp" });
34
+ const wbs = buildBacklogSkeleton(profile, IDENTITY, { date: "2026-06-01" });
35
+ assert.equal(wbs.streams.length, profile.backlogStreams.length);
36
+ assert.equal(wbs.granularity, profile.backlogGranularity);
37
+ for (const s of wbs.streams) {
38
+ assert.deepEqual(s.phases.map((p) => p.id), PHASES.map((p) => p.id));
39
+ assert.ok(s.phases.every((p) => p.epics.length >= 1 && p.epics[0].tasks.length >= 1));
40
+ }
41
+ });
42
+
43
+ test("countReadyTasks ≥ stream count (≥5 satisfies the init acceptance gate)", async () => {
44
+ for (const fn of ["technical-leader", "commercial-leader", "compliance-officer", "product-leader", "operations-leader", "executive-operator"]) {
45
+ const profile = await resolveArchetype({ function: fn, altitude: "vp" });
46
+ const wbs = buildBacklogSkeleton(profile, IDENTITY);
47
+ assert.ok(countReadyTasks(wbs) >= 5, `${fn}: expected ≥5 ready tasks, got ${countReadyTasks(wbs)}`);
48
+ }
49
+ });
50
+
51
+ test("materializeReadyTasks emits backlog-executor-shaped queue items + priorities", async () => {
52
+ const profile = await resolveArchetype({ function: "technical-leader", altitude: "vp" });
53
+ const wbs = buildBacklogSkeleton(profile, IDENTITY);
54
+ const { queueItems, priorities } = materializeReadyTasks(wbs, { owner: "jacob", date: "2026-06-01" });
55
+
56
+ assert.ok(queueItems.length >= 5);
57
+ for (const it of queueItems) {
58
+ assert.ok(it.id && it.title && it.next_action, "item needs id/title/next_action");
59
+ assert.equal(it.status, "open");
60
+ assert.equal(it.source, "backlog-seed");
61
+ assert.equal(it.owner, "jacob");
62
+ assert.ok(["critical", "high", "normal", "low"].includes(it.priority));
63
+ assert.ok(Array.isArray(it.history));
64
+ }
65
+ // one priority per stream
66
+ assert.equal(priorities.length, profile.backlogStreams.length);
67
+ assert.ok(priorities.every((p) => p.status === "active" && Array.isArray(p.streams)));
68
+ });
69
+
70
+ test("toQueueFile wraps items in the state/queues/*.yaml shape", () => {
71
+ const file = toQueueFile([{ id: "x" }], { queue: "backlog" });
72
+ assert.equal(file.queue, "backlog");
73
+ assert.ok(typeof file.description === "string");
74
+ assert.deepEqual(file.items, [{ id: "x" }]);
75
+ });
76
+
77
+ test("materializeReadyTasks rejects an invalid wbs", () => {
78
+ assert.throws(() => materializeReadyTasks({}), /invalid wbs/);
79
+ });
80
+
81
+ // ── parseQueueItems (F2: sweepBacklog must extract the item id) ──────────────
82
+ // The daemon's sweepBacklog used an inline regex that pulled title/priority/
83
+ // next_action but NEVER id — so qi.id was always undefined, and the whole
84
+ // file-based item-claim subsystem (hasActiveClaim / claimItem / markItemBlocked)
85
+ // silently no-op'd in production. parseQueueItems is the extracted, tested parser
86
+ // that fixes this: it MUST surface id so claims can engage.
87
+
88
+ const QUEUE_YAML = `queue_name: backlog
89
+ description: Proactive backlog seeded at init from the archetype WBS.
90
+ items:
91
+ - id: "seed-eng-d30-t1"
92
+ title: "Assess the engineering baseline"
93
+ status: open
94
+ priority: high
95
+ next_action: "Identify the top 3 risks and define success metrics."
96
+ - id: "seed-eng-d30-t2"
97
+ title: "Ship the first milestone"
98
+ status: in_progress
99
+ priority: normal
100
+ next_action: "Drive the highest-priority initiative to a shippable milestone."
101
+ - id: "seed-eng-d30-t3"
102
+ title: "Codify the process"
103
+ status: blocked
104
+ priority: normal
105
+ next_action: "This one is blocked and must be skipped."
106
+ `;
107
+
108
+ test("parseQueueItems extracts the id for actionable items (regression: F2 — was always undefined)", () => {
109
+ const items = parseQueueItems(QUEUE_YAML, "backlog.yaml");
110
+ // Two open/in_progress items, one blocked → blocked must be excluded.
111
+ assert.equal(items.length, 2, "blocked item must be skipped, open + in_progress kept");
112
+ const byTitle = Object.fromEntries(items.map((i) => [i.title, i]));
113
+
114
+ // THE bug: id was never parsed, so claims never engaged. Assert it is now real.
115
+ assert.equal(byTitle["Assess the engineering baseline"].id, "seed-eng-d30-t1");
116
+ assert.equal(byTitle["Ship the first milestone"].id, "seed-eng-d30-t2");
117
+ for (const it of items) {
118
+ assert.ok(it.id, `every swept item must carry an id so claimItem()/hasActiveClaim() can engage (got ${JSON.stringify(it)})`);
119
+ assert.equal(it.source_file, "backlog.yaml");
120
+ }
121
+
122
+ // The fields sweepBacklog already relied on must still be present.
123
+ const first = byTitle["Assess the engineering baseline"];
124
+ assert.equal(first.priority, "high");
125
+ assert.match(first.next_action, /top 3 risks/);
126
+ assert.equal(first.status, "open");
127
+ });
128
+
129
+ test("parseQueueItems round-trips a materialized seed item with its real id, so the claim key is stable", async () => {
130
+ const profile = await resolveArchetype({ function: "technical-leader", altitude: "vp" });
131
+ const wbs = buildBacklogSkeleton(profile, IDENTITY, { date: "2026-06-01" });
132
+ const { queueItems } = materializeReadyTasks(wbs, { owner: "jacob", date: "2026-06-01" });
133
+ const file = toQueueFile(queueItems, { queue: "backlog" });
134
+
135
+ // Serialize exactly the fields sweepBacklog parses (id/title/status/priority/next_action).
136
+ const yaml = "queue_name: backlog\nitems:\n" + file.items.map((it) =>
137
+ ` - id: "${it.id}"\n title: "${it.title}"\n status: ${it.status}\n priority: ${it.priority}\n next_action: "${it.next_action}"\n`
138
+ ).join("");
139
+
140
+ const parsed = parseQueueItems(yaml, "backlog.yaml");
141
+ assert.ok(parsed.length >= 1);
142
+ // The parsed id must equal the materialized id (the seed- prefix is the claim key).
143
+ const ids = new Set(parsed.map((p) => p.id));
144
+ for (const it of file.items) {
145
+ assert.ok(ids.has(it.id), `parser dropped the id ${it.id} that claimItem() needs`);
146
+ }
147
+ });
148
+
149
+ test("parseQueueItems ignores commented schema-template lines", () => {
150
+ const yaml = `items:
151
+ # id: string
152
+ # title: string
153
+ - id: "real-1"
154
+ title: "Real item"
155
+ status: open
156
+ priority: normal
157
+ next_action: "do the thing"
158
+ `;
159
+ const items = parseQueueItems(yaml, "tmpl.yaml");
160
+ assert.equal(items.length, 1);
161
+ assert.equal(items[0].id, "real-1");
162
+ assert.equal(items[0].title, "Real item");
163
+ });
164
+
165
+ test("parseQueueItems tolerates a missing id (does not throw, simply omits id)", () => {
166
+ const yaml = `items:
167
+ - title: "Legacy item with no id"
168
+ status: open
169
+ priority: normal
170
+ next_action: "still actionable"
171
+ `;
172
+ const items = parseQueueItems(yaml, "legacy.yaml");
173
+ assert.equal(items.length, 1);
174
+ assert.equal(items[0].id, undefined);
175
+ assert.equal(items[0].title, "Legacy item with no id");
176
+ });
177
+
178
+ test("parseQueueItems: a key that is a SUFFIX of the real key is not mis-read as id (0.8)", () => {
179
+ // correlation_id:/message_id: must NOT be extracted as `id:` (confirmed bug).
180
+ const yaml = [
181
+ "items:",
182
+ ' - correlation_id: "WRONG-1"',
183
+ ' message_id: "ALSO-WRONG"',
184
+ ' id: "RIGHT-1"',
185
+ ' title: "Reconcile"',
186
+ " status: open",
187
+ ' next_action: "do it"',
188
+ ].join("\n") + "\n";
189
+ const items = parseQueueItems(yaml, "q.yaml");
190
+ assert.equal(items.length, 1);
191
+ assert.equal(items[0].id, "RIGHT-1", "id must be the real id key, not a suffix match");
192
+ });
193
+
194
+ test("parseQueueItems: indented js-yaml sequence yields each item with its id (0.8)", () => {
195
+ const yaml = [
196
+ "items:",
197
+ ' - id: "a1"',
198
+ " status: open",
199
+ ' title: "First"',
200
+ ' next_action: "go"',
201
+ ' - id: "b2"',
202
+ " status: open",
203
+ ' title: "Second"',
204
+ ' next_action: "go"',
205
+ ].join("\n") + "\n";
206
+ const items = parseQueueItems(yaml, "q.yaml");
207
+ assert.equal(items.length, 2, "both indented items parsed (not folded into one)");
208
+ assert.deepEqual(items.map((i) => i.id), ["a1", "b2"]);
209
+ });
210
+
211
+ // --- org context shapes the backlog (closes the audit gap) -----------------
212
+
213
+ test("orgContextStreams: null/empty context → [] (standalone agent unchanged)", () => {
214
+ assert.deepEqual(orgContextStreams(null), []);
215
+ assert.deepEqual(orgContextStreams({}), []);
216
+ assert.deepEqual(orgContextStreams({ strategy: {}, board: [] }), []);
217
+ });
218
+
219
+ test("orgContextStreams: one stream per org strategy stream + a ready-board frontier stream", () => {
220
+ const streams = orgContextStreams(ORG_CONTEXT);
221
+ // 2 strategy streams + 1 frontier stream
222
+ assert.equal(streams.length, 3);
223
+ assert.deepEqual(streams.map((s) => s.id), ["org-gtm", "org-platform", "org-frontier"]);
224
+ // strategy stream intent carries the org mission (authoritative work, not generic)
225
+ assert.equal(streams[0].source, "org-strategy");
226
+ assert.equal(streams[0].intent, "Land 20 design partners by Q4");
227
+ // strategy streams seed a full 30/60/90 scaffold
228
+ assert.deepEqual(streams[0].phases.map((p) => p.id), PHASES.map((p) => p.id));
229
+ // the frontier stream turns each ready-board item into a concrete high-priority d30 task
230
+ const frontier = streams[2];
231
+ assert.equal(frontier.source, "org-board");
232
+ const d30 = frontier.phases.find((p) => p.id === "d30");
233
+ assert.equal(d30.epics[0].tasks.length, 2);
234
+ assert.equal(d30.epics[0].tasks[0].title, "Draft the design-partner outreach sequence");
235
+ assert.equal(d30.epics[0].tasks[0].priority, "high");
236
+ });
237
+
238
+ test("orgContextStreams: north star fills a stream missing its own mission", () => {
239
+ const streams = orgContextStreams({ strategy: { northStar: "Win", streams: [{ code: "X", name: "Xeno" }] } });
240
+ assert.match(streams[0].intent, /Advance the org north star — Win/);
241
+ });
242
+
243
+ test("buildBacklogSkeleton: orgContext makes the org strategy + ready board LEAD the backlog", async () => {
244
+ const profile = await resolveArchetype({ function: "technical-leader", altitude: "vp" });
245
+ const base = buildBacklogSkeleton(profile, IDENTITY, { date: "2026-06-01" });
246
+ const shaped = buildBacklogSkeleton(profile, IDENTITY, { date: "2026-06-01", orgContext: ORG_CONTEXT });
247
+
248
+ // org streams are additive and lead
249
+ assert.equal(shaped.streams.length, base.streams.length + 3);
250
+ assert.deepEqual(shaped.streams.slice(0, 3).map((s) => s.id), ["org-gtm", "org-platform", "org-frontier"]);
251
+ assert.equal(shaped.orgContextApplied, true);
252
+ assert.equal(base.orgContextApplied, undefined, "standalone skeleton carries no org flag");
253
+
254
+ // the org work materialises into real queue items + priorities the executor picks up
255
+ const { queueItems, priorities } = materializeReadyTasks(shaped, { owner: "jacob", date: "2026-06-01" });
256
+ const titles = queueItems.map((q) => q.title);
257
+ assert.ok(titles.includes("Draft the design-partner outreach sequence"), "ready-board item became a seeded task");
258
+ assert.ok(priorities.some((p) => p.id === "org-gtm" && p.title === "Go-to-market"), "org strategy stream became a strategic priority");
259
+ });
260
+
261
+ test("buildBacklogSkeleton: standalone (no orgContext) is byte-for-byte the archetype skeleton", async () => {
262
+ const profile = await resolveArchetype({ function: "technical-leader", altitude: "vp" });
263
+ const a = buildBacklogSkeleton(profile, IDENTITY, { date: "2026-06-01" });
264
+ const b = buildBacklogSkeleton(profile, IDENTITY, { date: "2026-06-01", orgContext: null });
265
+ assert.deepEqual(a, b);
266
+ });