aiox-core 5.0.2 → 5.0.4

package/pro/squads/squad-creator-pro/tasks/create-workflow.md

@@ -0,0 +1,720 @@
+# Task: Create Squad Workflow
+
+**Task ID:** create-workflow
+**Version:** 2.0
+**Purpose:** Create multi-phase workflows that orchestrate complex operations across agents
+**Orchestrator:** @squad-chief
+**Mode:** Elicitation-based (interactive)
+**Quality Standard:** AIOS Level (500+ lines, 3+ phases, checkpoints)
+
+**Frameworks Used:**
+- `data/tier-system-framework.md` → Phase tier classification (Phase 2)
+- `data/executor-matrix-framework.md` → Agent assignment (Phase 3)
+- `data/decision-heuristics-framework.md` → Checkpoint logic (Phase 4)
+
+---
+
+## Overview
+
+This task guides the creation of multi-phase workflows that orchestrate complex operations across multiple agents, days, and checkpoints.
+
+**CRITICAL:** Prefer workflows over standalone tasks when the operation has 3+ phases, multiple agents, or needs intermediate validation.
+
+**v2.0 Changes:**
+- PHASE-based structure with checkpoints
+- Framework integration at every phase
+- Quality gate SC_WFL_001 must pass
+- Inline structures for domain-specific guidance
+
+```
+INPUT (workflow_purpose + pack_name)
+    ↓
+[PHASE 0: CLASSIFICATION]
+    → Validate workflow criteria
+    → Define identity and scope
+    ↓
+[PHASE 1: PHASE DESIGN]
+    → Design each phase (min 3)
+    → Assign tiers
+    → Define tasks per phase
+    ↓
+[PHASE 2: CHECKPOINT DESIGN]
+    → Define checkpoints per phase
+    → Set veto conditions
+    → Design error handling
+    ↓
+[PHASE 3: AGENT ASSIGNMENT]
+    → Assign agents to phases
+    → Define handoff points
+    → Map synergies
+    ↓
+[PHASE 4: VALIDATION]
+    → Run SC_WFL_001 quality gate
+    → Fix blocking issues
+    → Save workflow file
+    ↓
+OUTPUT: Workflow file (.yaml) + Quality Gate PASS
+```
+
+---
+
+## Workflow vs Task Decision
+
+**CRITICAL:** Before creating a workflow, validate it's the right choice.
+
+```yaml
+workflow_criteria:
+  create_WORKFLOW_when:
+    - operation_has_3plus_phases: true
+    - multiple_agents_involved: true
+    - spans_multiple_days: true
+    - needs_intermediate_checkpoints: true
+    - output_from_one_phase_feeds_next: true
+
+  create_TASK_when:
+    - atomic_single_session: true
+    - single_agent_sufficient: true
+    - no_intermediate_checkpoints: true
+
+  decision:
+    if_any_workflow_criteria: "Create WORKFLOW"
+    if_none_match: "Create TASK instead"
+```
+
+---
+
+## Inputs
+
+| Parameter | Type | Required | Description | Example |
+|-----------|------|----------|-------------|---------|
+| `workflow_name` | string | Yes | Human-readable name | `"High-Ticket Sales Pipeline"` |
+| `workflow_id` | string | Yes | kebab-case identifier | `"high-ticket-sales"` |
+| `pack_name` | string | Yes | Target squad | `"copy"` |
+| `duration` | string | Yes | Expected duration | `"7-10 days"` |
+| `phase_count` | int | Yes | Number of phases (min 3) | `5` |
+
+---
+
+## Preconditions
+
+- [ ] Target pack exists at `squads/{pack_name}/`
+- [ ] squad-chief agent is active
+- [ ] Agents for the workflow exist (or will be created)
+- [ ] Write permissions for `squads/{pack_name}/workflows/`
+- [ ] Workflow criteria validated (not a task)
+
+---
+
+## PHASE 0: CLASSIFICATION
+
+**Duration:** 5-10 minutes
+**Checkpoint:** SC_WFL_PRE (Workflow Pre-Check)
+**Mode:** Interactive
+
+### Step 0.1: Validate Workflow Criteria
+
+**Actions:**
+```yaml
+validate_criteria:
+  check_each:
+    - has_3plus_phases: "How many distinct phases?"
+    - multiple_agents: "How many agents involved?"
+    - spans_multiple_days: "Expected duration?"
+    - needs_checkpoints: "Validation points between phases?"
+    - output_feeds_next: "Does phase output feed next phase?"
+
+  decision:
+    if_any_true: "Workflow is appropriate"
+    if_all_false: "Redirect to *create-task"
+```
+
+**Elicitation:**
+```yaml
+elicit_validation:
+  questions:
+    - "Does this operation have 3+ distinct phases?"
+    - "Are multiple agents involved?"
+    - "Will it span multiple days or sessions?"
+    - "Do you need validation checkpoints between phases?"
+
+  if_all_no:
+    action: "This should be a TASK, not a workflow."
+    redirect: "*create-task"
+```
+
+### Step 0.2: Define Workflow Identity
+
+**Elicitation:**
+```yaml
+elicit_identity:
+  workflow_name:
+    question: "What is the workflow name? (human-readable)"
+    example: "High-Ticket Sales Pipeline"
+
+  workflow_id:
+    question: "What is the workflow ID? (kebab-case)"
+    example: "high-ticket-sales"
+    validation: "Must be unique within pack"
+
+  duration:
+    question: "What is the expected duration?"
+    example: "7-10 days"
+
+  description:
+    question: "What does this workflow accomplish?"
+    example: "Orchestrates the complete sales pipeline from lead capture to close"
+```
+
+### Step 0.3: Define Scope
+
+**Elicitation:**
+```yaml
+elicit_scope:
+  primary_goal:
+    question: "What is the primary goal of this workflow?"
+
+  target_user:
+    question: "Who will execute this workflow?"
+
+  use_cases:
+    question: "What are 3-5 specific use cases for this workflow?"
+
+  decision_criteria:
+    question: "When should someone choose this workflow over alternatives?"
+```
+
+**Output (PHASE 0):**
+```yaml
+phase_0_output:
+  workflow_name: "High-Ticket Sales Pipeline"
+  workflow_id: "high-ticket-sales"
+  duration: "7-10 days"
+  pack_name: "copy"
+  phase_count: 5
+  criteria_validated: true
+```
+
+---
+
+## PHASE 1: PHASE DESIGN
+
+**Duration:** 15-20 minutes
+**Checkpoint:** SC_PHS_001 (Phases Defined)
+**Mode:** Interactive
+
+### Step 1.1: Design Phase Structure
+
+**Apply: tier-system-framework.md**
+
+**Actions:**
+```yaml
+design_phases:
+  tier_definitions:
+    tier_0: "Foundation - Must complete before anything else"
+    tier_1: "Core - Main execution phase"
+    tier_2: "Advanced - Enhancement and optimization"
+    tier_3: "Polish - Final quality assurance"
+
+  for_each_phase:
+    - phase_number: "Sequential number (1, 2, 3...)"
+    - phase_name: "Human-readable name"
+    - phase_days: "Duration (e.g., 'Days 1-2')"
+    - phase_tier: "0, 1, 2, or 3"
+    - phase_description: "What this phase accomplishes"
+    - phase_tasks: "List of tasks in this phase"
+```
+
+### Step 1.2: Define Each Phase
+
+**Template for each phase:**
+```yaml
+phase_template:
+  structure: |
+    - id: PHASE-{phase_number}
+      name: "{phase_name}"
+      days: "{phase_days}"
+      tier: {phase_tier}
+      description: |
+        {phase_description}
+
+      tasks:
+        - task_file: "{task_file}"
+          agent: "{agent_id}"
+          required: true
+          description: "{task_description}"
+          output: "{output_file}"
+
+      checkpoint:
+        criteria:
+          - "{criterion_1}"
+          - "{criterion_2}"
+        human_review: true
+        message: "{checkpoint_message}"
+```
+
+**Elicitation per phase:**
+```yaml
+elicit_phase:
+  phase_identity:
+    - "What is the name of Phase {N}?"
+    - "What days does it span?"
+    - "What tier is it? (0=foundation, 1=core, 2=advanced, 3=polish)"
+
+  phase_content:
+    - "What tasks belong to this phase?"
+    - "Which agent executes each task?"
+    - "What does this phase produce?"
+
+  phase_checkpoint:
+    - "What must be true to complete this phase?"
+    - "Does it need human review?"
+```
+
+### Step 1.3: Add Inline Structures (If Needed)
+
+**When to add inline structures:**
+```yaml
+inline_structure_criteria:
+  add_when:
+    - "Phase produces complex multi-part output"
+    - "Detailed step-by-step guidance is needed"
+    - "Timing/duration specifications are important"
+    - "Domain-specific formatting required"
+
+  examples:
+    email_sequence:
+      pattern: |
+        sos_structure:
+          email_1:
+            name: "Set the Stage"
+            purpose: "Introduce story, establish credibility"
+            elements:
+              - "Origin story opening"
+              - "Establish relatability"
+            cliffhanger: "What happened next..."
+
+    webinar_structure:
+      pattern: |
+        webinar_structure:
+          introduction:
+            duration: "5-10 min"
+            elements:
+              - "Hook: Big promise"
+              - "Quick credibility"
+              - "Agenda"
+
+    call_script:
+      pattern: |
+        call_script_structure:
+          phase_1_rapport:
+            duration: "5 minutes"
+            purpose: "Build connection"
+            elements:
+              - "Warm greeting"
+              - "Set expectations"
+```
+
+**Output (PHASE 1):**
+```yaml
+phase_1_output:
+  phases_defined: 5
+  all_have_tier: true
+  all_have_tasks: true
+  inline_structures: 2
+```
+
+**Checkpoint SC_PHS_001:**
+```yaml
+heuristic_id: SC_PHS_001
+name: "Phases Defined"
+blocking: true
+criteria:
+  - phases_count >= 3
+  - all_phases_have_tier
+  - all_phases_have_tasks
+  - tier_0_exists  # Foundation phase required
+```
+
+---
+
+## PHASE 2: CHECKPOINT DESIGN
+
+**Duration:** 10-15 minutes
+**Checkpoint:** SC_CKP_001 (Checkpoints Complete)
+**Mode:** Interactive
+
+### Step 2.1: Define Checkpoints Per Phase
+
+**Actions:**
+```yaml
+checkpoint_design:
+  every_phase_must_have:
+    - criteria: "List of specific validation items"
+    - human_review: "true for important decisions"
+    - message: "Context for the reviewer"
+
+  checkpoint_template: |
+    checkpoint:
+      criteria:
+        - "{criterion_1}"
+        - "{criterion_2}"
+        - "{criterion_3}"
+      human_review: {true|false}
+      message: "{reviewer_context}"
+```
+
+**Elicitation:**
+```yaml
+elicit_checkpoint:
+  for_each_phase:
+    - "What must be true to complete Phase {N}?"
+    - "List 2-4 specific criteria"
+    - "Does this checkpoint need human review?"
+    - "What context should the reviewer have?"
+```
+
+### Step 2.2: Set Veto Conditions
+
+**Apply: decision-heuristics-framework.md**
+
+**Actions:**
+```yaml
+veto_conditions:
+  purpose: "Define conditions that BLOCK progress"
+
+  template: |
+    checkpoint_config:
+      - phase: PHASE-{N}
+        heuristic: "{heuristic_id}"
+        criteria: "{criteria}"
+        veto_condition: "{veto_condition}"
+
+  examples:
+    - veto: "Vision unclear (<0.7 clarity score)"
+    - veto: "Missing required outputs"
+    - veto: "Quality score below 7.0"
+    - veto: "Security validation failed"
+    - veto: "Human review rejected"
+```
+
+### Step 2.3: Design Error Handling
+
+**Actions:**
+```yaml
+error_handling:
+  template: |
+    error_handling:
+      on_phase_failure:
+        - log_error: true
+        - notify_stakeholders: true
+        - create_remediation_task: true
+        - halt_workflow: {true|false}
+
+      on_checkpoint_failure:
+        - log_failure_reason: true
+        - return_to_previous_phase: {true|false}
+        - max_retries: {count}
+
+      on_veto_triggered:
+        - halt_immediately: true
+        - escalate_to: "{escalation_target}"
+        - document_reason: true
+```
+
+**Output (PHASE 2):**
+```yaml
+phase_2_output:
+  checkpoints_defined: 5
+  veto_conditions: 8
+  error_handling: "complete"
+```
+
+---
+
+## PHASE 3: AGENT ASSIGNMENT
+
+**Duration:** 10-15 minutes
+**Checkpoint:** SC_AGN_001 (Agents Assigned)
+**Mode:** Interactive
+
+### Step 3.1: Assign Agents to Phases
+
+**Apply: executor-matrix-framework.md**
+
+**Actions:**
+```yaml
+agent_assignment:
+  template: |
+    agents_by_phase:
+      PHASE-{N}:
+        primary:
+          - "{primary_agent_1}"
+          - "{primary_agent_2}"
+        secondary:
+          - "{secondary_agent_1}"
+
+  criteria:
+    primary_agent: "Main executor for the phase"
+    secondary_agent: "Supports or validates primary"
+```
+
+**Elicitation:**
+```yaml
+elicit_agents:
+  for_each_phase:
+    - "Which agent is PRIMARY for Phase {N}?"
+    - "Which agents SUPPORT this phase?"
+    - "Are these agents defined in the pack?"
+```
+
+### Step 3.2: Define Handoff Points
+
+**Actions:**
+```yaml
+handoff_points:
+  template: |
+    handoffs:
+      - from_phase: PHASE-{N}
+        to_phase: PHASE-{N+1}
+        from_agent: "{agent_1}"
+        to_agent: "{agent_2}"
+        context_passed:
+          - "{context_item_1}"
+          - "{context_item_2}"
+        validation: "{handoff_validation}"
+
+  criteria:
+    - "Clear sender and receiver"
+    - "Context preserved"
+    - "Validation at handoff"
+```
+
+### Step 3.3: Map Synergies and Conflicts
+
+**Actions:**
+```yaml
+synergies_conflicts:
+  synergies:
+    - agents: ["{agent_1}", "{agent_2}"]
+      pattern: "How they work well together"
+
+  conflicts:
+    - agents: ["{agent_3}", "{agent_4}"]
+      reason: "Why they shouldn't be combined"
+      resolution: "How to handle if both needed"
+```
+
+**Output (PHASE 3):**
+```yaml
+phase_3_output:
+  agents_assigned: 8
+  handoff_points: 4
+  synergies_mapped: 3
+  conflicts_identified: 1
+```
+
+---
+
+## PHASE 4: VALIDATION & OUTPUT
+
+**Duration:** 5-10 minutes
+**Checkpoint:** SC_WFL_001 (Workflow Quality Gate)
+**Mode:** Autonomous
+
+### Step 4.1: Compile Workflow File
+
+**Actions:**
+```yaml
+compile_workflow:
+  sections:
+    - header: "id, name, duration, description"
+    - best_for: "Use cases"
+    - decision_matrix_fit: "When to use"
+    - clone_combinations: "Agent combinations"
+    - phases: "All phases with tasks and checkpoints"
+    - error_handling: "Error procedures"
+    - signals: "completion, checkpoint, blocked"
+    - outputs: "All artifacts"
+    - agents_by_phase: "Agent assignments"
+    - quality_checklist: "Per-phase criteria"
+    - metadata: "Version, created, etc."
+
+  output_location: "squads/{pack_name}/workflows/wf-{workflow_id}.yaml"
+```
+
+### Step 4.2: Run Quality Gate SC_WFL_001
+
+**Actions:**
+```yaml
+run_quality_gate:
+  heuristic_id: SC_WFL_001
+  name: "Workflow Quality Gate"
+  blocking: true
+
+  blocking_requirements:
+    phases: ">= 3"
+    each_phase_has:
+      - id: true
+      - name: true
+      - days: true
+      - tier: true
+      - tasks: ">= 1"
+      - checkpoint: true
+    tier_0_exists: true
+    agents_assigned: true
+    error_handling: "defined"
+
+  scoring:
+    | Dimension | Weight | Check |
+    |-----------|--------|-------|
+    | Completeness | 0.25 | All phases complete |
+    | Checkpoints | 0.20 | All checkpoints defined |
+    | Agents | 0.20 | Agents assigned correctly |
+    | Inline Structures | 0.15 | Domain guidance |
+    | Error Handling | 0.10 | Procedures defined |
+    | Documentation | 0.10 | Well-documented |
+
+  threshold: 7.0
+  veto_conditions:
+    - phases < 3 → "Insufficient phases"
+    - no_tier_0 → "Missing foundation phase"
+    - no_checkpoints → "Missing checkpoints"
+
+  quality_indicators:
+    min_lines: 500
+    min_phases: 3
+    inline_structures: ">= 1 recommended"
+```
+
+### Step 4.3: Save Workflow File
+
+**Actions:**
+```yaml
+save_workflow:
+  path: "squads/{pack_name}/workflows/wf-{workflow_id}.yaml"
+
+  post_save:
+    - verify_yaml_valid
+    - update_pack_readme
+    - update_config_yaml
+    - log_creation
+```
+
+**Output (PHASE 4):**
+```yaml
+phase_4_output:
+  quality_score: 8.5/10
+  blocking_requirements: "ALL PASS"
+  workflow_file: "squads/{squad-name}/workflows/{workflow-name}.yaml"  # Example
+  lines: 650
+  status: "PASS"
+```
+
+---
+
+## PHASE 5: HANDOFF
+
+**Duration:** < 2 minutes
+**Mode:** Interactive
+
+### Step 5.1: Present Workflow Summary
+
+**Actions:**
+```yaml
+present_summary:
+  workflow_created:
+    name: "High-Ticket Sales Pipeline"
+    id: "wf-high-ticket-sales"
+    file: "squads/{squad-name}/workflows/{workflow-name}.yaml"  # Example
+    lines: 650
+
+  structure:
+    phases: 5
+    total_tasks: 12
+    checkpoints: 5
+    agents_involved: 4
+
+  quality:
+    score: 8.5/10
+    status: "PASS"
+```
+
+---
+
+## Outputs
+
+| Output | Location | Description |
+|--------|----------|-------------|
+| Workflow File | `squads/{pack_name}/workflows/wf-{workflow_id}.yaml` | Complete workflow |
+| Updated README | `squads/{pack_name}/README.md` | Workflow added |
+| Updated Config | `squads/{pack_name}/config.yaml` | Workflow registered |
+
+---
+
+## Validation Criteria (All Must Pass)
+
+### Structure
+- [ ] Workflow file is valid YAML
+- [ ] Has 3+ phases
+- [ ] Has tier 0 (foundation) phase
+
+### Content
+- [ ] Each phase has id, name, days, tier, description
+- [ ] Each phase has at least 1 task
+- [ ] Each phase has checkpoint with criteria
+- [ ] Agents assigned to all phases
+
+### Quality
+- [ ] Lines >= 500
+- [ ] SC_WFL_001 score >= 7.0
+- [ ] Error handling defined
+- [ ] At least 1 inline structure (recommended)
+
+---
+
+## Heuristics Reference
+
+| Heuristic ID | Name | Where Applied | Blocking |
+|--------------|------|---------------|----------|
+| SC_WFL_PRE | Workflow Pre-Check | Phase 0 | Yes |
+| SC_PHS_001 | Phases Defined | Phase 1 | Yes |
+| SC_CKP_001 | Checkpoints Complete | Phase 2 | Yes |
+| SC_AGN_001 | Agents Assigned | Phase 3 | Yes |
+| SC_WFL_001 | Workflow Quality Gate | Phase 4 | Yes |
+
+---
+
+## Error Handling
+
+```yaml
+error_handling:
+  should_be_task:
+    - "User trying to create simple operation as workflow"
+    - action: "Redirect to *create-task"
+
+  insufficient_phases:
+    - "User defined < 3 phases"
+    - action: "Suggest combining with related operations OR use task"
+
+  validation_fails:
+    - "Workflow doesn't meet quality gate"
+    - action: "Identify failures, fix, re-validate"
+```
+
+---
+
+## Integration with AIOS
+
+This task creates workflows that:
+- Follow AIOS workflow standards (YAML format)
+- Have 3+ phases with tier classification
+- Include checkpoints with veto conditions
+- Assign agents to phases correctly
+- Integrate with squad ecosystem
+- Pass quality gate SC_WFL_001
+
+---
+
+_Task Version: 2.0_
+_Last Updated: 2026-02-01_
+_Lines: 550+_