kushi-agents 4.3.0 → 4.4.0

package/plugin/templates/init/azuredevops.template.json

@@ -0,0 +1,159 @@
+{
+  "azureDevOps": {
+    "organizationUrl": "https://dev.azure.com/IndustrySolutions",
+    "project": "IS Engagements",
+    "apiVersion": "7.1",
+    "resource": "499b84ac-1321-427f-aa17-267ca6975798",
+    "tenantId": "72f988bf-86f1-41af-91ab-2d7cd011db47",
+    "allowedTenantIds": [
+      "72f988bf-86f1-41af-91ab-2d7cd011db47"
+    ],
+    "workItemTypes": {
+      "engagement": "Engagement",
+      "activity": "Activity"
+    },
+    "queryTemplates": {
+      "engagementByExactTitle": "SELECT [System.Id], [System.Title], [System.State], [System.ChangedDate] FROM WorkItems WHERE [System.TeamProject] = '@project' AND [System.WorkItemType] = '@engagementType' AND [System.Title] = '@title' ORDER BY [System.ChangedDate] DESC",
+      "engagementByPartialTitle": "SELECT [System.Id], [System.Title], [System.State], [System.ChangedDate] FROM WorkItems WHERE [System.TeamProject] = '@project' AND [System.WorkItemType] = '@engagementType' AND [System.Title] CONTAINS '@titlePart' ORDER BY [System.ChangedDate] DESC",
+      "activityByParentEngagementId": "SELECT [System.Id], [System.Title], [System.State], [System.ChangedDate] FROM WorkItems WHERE [System.TeamProject] = '@project' AND [System.WorkItemType] = '@activityType' AND [System.Parent] = @engagementId ORDER BY [System.ChangedDate] DESC"
+    },
+    "fieldMappings": {
+      "common": {
+        "id": "System.Id",
+        "title": "System.Title",
+        "state": "System.State",
+        "assignedTo": "System.AssignedTo",
+        "tags": "System.Tags",
+        "changedDate": "System.ChangedDate",
+        "parent": "System.Parent",
+        "historyWrite": "System.History"
+      },
+      "activity": {
+        "activityType": "Custom.activity_type",
+        "goal": "Custom.activity_goal",
+        "successCriteria": "Custom.activity_successcriteria",
+        "startDate": "Custom.activity_startdate",
+        "endDate": "Custom.activity_enddate",
+        "rrStatus": "Custom.activity_rr_status",
+        "rr1Type": "Custom.activity_rr1_type",
+        "assignedResource1": "Custom.AssignedResource1",
+        "rrStartDate1": "Custom.RRStartDate1",
+        "rrEndDate1": "Custom.RREndDate1",
+        "rr2Type": "Custom.activity_rr2_type",
+        "assignedResource2": "Custom.AssignedResource2",
+        "rrStartDate2": "Custom.RRStartDate2",
+        "rrEndDate2": "Custom.RREndDate2",
+        "country": "Custom.Country"
+      },
+      "engagement": {
+        "_comment_status": "Confirm exact engagement status field reference name",
+        "status": "System.State",
+        "_comment_customer": "Confirm exact customer/account field reference name",
+        "customer": "",
+        "_comment_primaryLead": "Confirm exact engagement owner/lead field reference name",
+        "primaryLead": "System.AssignedTo",
+        "_comment_joinKeyIsCrmOpportunityGuid": "Confirm this field exists in this process template",
+        "isCrmId": "Custom.ISCRMID",
+        "_comment_msxOpportunityId": "Optional if available in your process template",
+        "msxOpportunityId": "Custom.MSXOpportunityID"
+      },
+      "discussion": {
+        "_comment_historyRead": "History is available as revisions; confirm whether dedicated comments API should be the primary read path",
+        "historyWrite": "System.History",
+        "useCommentsApiRead": true,
+        "useCommentsApiWrite": false
+      }
+    },
+    "joinMapping": {
+      "crmToAdo": {
+        "primary": "Custom.ISCRMID",
+        "secondary": "System.Title"
+      }
+    },
+    "activity": {
+      "activityTypeField": "Custom.activity_type",
+      "advisoryValue": "Advisory",
+      "defaultState": "02 Active",
+      "defaultTags": "#FDE; #recon"
+    },
+    "queries": {
+      "maxSearchResults": 10,
+      "partialMatchEnabled": true,
+      "partialMatchMinScore": 0.6,
+      "searchFields": [
+        "System.Title",
+        "System.Tags"
+      ],
+      "defaultOrderBy": "[System.ChangedDate] DESC"
+    },
+    "linking": {
+      "preferredModel": "System.Parent",
+      "fallbackAllowed": false,
+      "allowPartialMatchSelection": true,
+      "candidateLimit": 5
+    },
+    "discussion": {
+      "mode": "history",
+      "sourceOfTruthForTranscriptUpdates": true,
+      "writeTarget": "pending-decision",
+      "contextReadSources": [
+        "engagement",
+        "activity",
+        "allChildren"
+      ],
+      "includeTranscriptSource": true,
+      "maxEntryChars": 8000,
+      "dedupe": {
+        "enabled": true,
+        "keyPattern": "meetingDate|transcriptId",
+        "includeWorkItemId": true
+      },
+      "template": {
+        "header": "Meeting Update",
+        "sections": [
+          "MeetingDate",
+          "Participants",
+          "Summary",
+          "Decisions",
+          "Actions",
+          "Risks",
+          "TranscriptSource"
+        ]
+      }
+    },
+    "contextRead": {
+      "dualSource": true,
+      "preferAdoDiscussion": true,
+      "includeCrmDuringMigration": true,
+      "childWorkItemDiscovery": {
+        "enabled": true,
+        "includeAllChildren": true,
+        "includeChildDiscussions": true,
+        "preferredChildTypeForExecution": "Activity",
+        "preferredActivityTypeValue": "Advisory"
+      },
+      "precedence": [
+        "ado.engagement.discussion",
+        "ado.children.discussion",
+        "ado.activity.discussion",
+        "ado.engagement",
+        "ado.children",
+        "ado.activities",
+        "crm.profile",
+        "crm.notes",
+        "transcript.unposted",
+        "external.docs"
+      ]
+    },
+    "validation": {
+      "requireExplicitSelectionOnAmbiguousMatch": true,
+      "requiredFieldsOnCreate": [
+        "System.Title",
+        "Custom.activity_type"
+      ],
+      "requiredFieldsOnLink": [
+        "System.Parent"
+      ]
+    }
+  }
+}

package/plugin/templates/init/dynamics365.template.json

@@ -0,0 +1,412 @@
+{
+  "dynamics365": {
+    "baseUrl": "https://iscrm.crm.dynamics.com",
+    "entityType": "new_frontierengineeringtriage",
+    "tenantId": "72f988bf-86f1-41af-91ab-2d7cd011db47",
+    "apiVersion": "v9.2",
+    "primaryIdAttribute": "new_frontierengineeringtriageid",
+    "primaryNameAttribute": "new_title",
+    "requestIdAttribute": "new_requestid",
+    "customerLookupAttribute": "_new_customer_value",
+    "defaultListUrl": "https://iscrm.crm.dynamics.com/main.aspx?appid=833534b8-5db0-4036-a029-4e4e4d7d4315&pagetype=entitylist&etn=new_frontierengineeringtriage&viewid=8d479be6-6561-4f88-8124-64d01647fa12&viewType=1039",
+    "allRecordsListUrl": "https://iscrm.crm.dynamics.com/main.aspx?appid=833534b8-5db0-4036-a029-4e4e4d7d4315&pagetype=entitylist&etn=new_frontierengineeringtriage&viewid=f437384f-0622-f111-88b1-00224803a273&viewType=4230",
+    "note_defaultListHasFilters": "defaultListUrl may show only active records. Always use Dataverse API with no statecode filter for record resolution to include inactive/withdrawn/closed records.",
+    "profileFieldMap": {
+      "title": "new_title",
+      "businessScenarioTechnicalBlocker": "new_businessscenariotechnicalblocker",
+      "technicalLandscape": "new_technicallandscape",
+      "workCompletedSoFar": "new_workcompletedsofar",
+      "successCriteria": "new_successcriteria",
+      "engagedWith": "new_engagedwith",
+      "currentSolutionsNotSuitable": "new_currentsolutionsnotsuitableforneeds",
+      "requestId": "new_requestid",
+      "submittedOn": "new_submittedon",
+      "createdOn": "createdon",
+      "modifiedOn": "modifiedon",
+      "industry": "new_industryalignment",
+      "offerSelected": "new_selectedoffer",
+      "ecifStatus": "new_ecifstatus",
+      "primaryTeamLeadLookup": "_new_fdelead_value",
+      "secondaryTeamLeadLookup": "_new_secondaryteamlead_value",
+      "serviceDeliveryLeadLookup": "_new_servicedeliverylead_value",
+      "preferredContactLookup": "_new_preferredcontact_value",
+      "submitterLookup": "_new_submitternew_value",
+      "customerLookup": "_new_customer_value",
+      "stateCode": "statecode",
+      "statusCode": "statuscode"
+    },
+    "crmSchema": {
+      "entity": {
+        "name": "new_frontierengineeringtriage",
+        "displayName": "Frontier Engineering Triage",
+        "description": "Customer engagement records tracking frontier technology initiatives"
+      },
+      "primaryFields": [
+        {
+          "crmField": "new_requestid",
+          "displayName": "Record Name/ID",
+          "type": "text",
+          "searchable": true,
+          "description": "Unique request identifier for the engagement record"
+        },
+        {
+          "crmField": "_new_customer_value",
+          "displayName": "Customer/Company",
+          "type": "lookup",
+          "targetEntity": "account",
+          "searchable": true,
+          "keywords": ["customer", "company", "account", "organization"],
+          "description": "Customer account lookup; use the formatted value for the display name when available"
+        },
+        {
+          "crmField": "_new_fdelead_value",
+          "displayName": "Primary Team Lead",
+          "type": "lookup",
+          "targetEntity": "systemuser",
+          "searchable": true,
+          "keywords": ["primary lead", "primary", "lead", "is primary", "primary for"],
+          "description": "Primary Microsoft account executive leading the engagement"
+        },
+        {
+          "crmField": "_new_secondaryteamlead_value",
+          "displayName": "Secondary Team Lead",
+          "type": "lookup",
+          "targetEntity": "systemuser",
+          "searchable": true,
+          "keywords": ["secondary lead", "secondary", "is secondary", "secondary for"],
+          "description": "Secondary lead supporting the primary"
+        },
+        {
+          "crmField": "_new_servicedeliverylead_value",
+          "displayName": "Service Delivery Lead",
+          "type": "lookup",
+          "targetEntity": "systemuser",
+          "searchable": true,
+          "keywords": ["service delivery lead", "service delivery", "delivery lead"],
+          "description": "Lead responsible for service delivery execution"
+        },
+        {
+          "crmField": "new_assignedteam",
+          "displayName": "Assigned Team",
+          "type": "text",
+          "searchable": true,
+          "description": "Team assigned to the engagement"
+        },
+        {
+          "crmField": "statuscode",
+          "displayName": "Status",
+          "type": "optionset",
+          "values": ["Active", "On Hold", "Completed", "Lost", "Discovered", "Pending Approval"],
+          "searchable": true,
+          "keywords": ["status", "statuses", "stage", "stages", "phase", "phases", "new", "intake review", "triage", "tech assessment", "is", "are"],
+          "description": "Current engagement status"
+        },
+        {
+          "crmField": "statecode",
+          "displayName": "State",
+          "type": "optionset",
+          "values": ["Active", "Inactive"],
+          "searchable": false,
+          "description": "Active/Inactive state (0=Active, 1=Inactive)"
+        },
+        {
+          "crmField": "new_selectedoffer",
+          "displayName": "Selected Service/Offer",
+          "type": "text",
+          "searchable": true,
+          "keywords": ["offer", "offering", "service", "service offering"],
+          "description": "Selected Microsoft service offering (e.g., CopilotPro, Copilot for Microsoft 365)"
+        },
+        {
+          "crmField": "new_deliverytype",
+          "displayName": "Delivery Type",
+          "type": "text",
+          "searchable": true,
+          "keywords": ["delivery type", "delivery"],
+          "description": "Type of delivery engagement"
+        },
+        {
+          "crmField": "new_industryalignment",
+          "displayName": "Industry Alignment",
+          "type": "text",
+          "searchable": true,
+          "keywords": ["industry", "vertical"],
+          "description": "Industry vertical alignment"
+        },
+        {
+          "crmField": "new_regionalignment",
+          "displayName": "Region Alignment",
+          "type": "text",
+          "searchable": true,
+          "keywords": ["region", "geography", "geographical"],
+          "description": "Geographic region for the engagement"
+        }
+      ],
+      "detailFields": [
+        {
+          "crmField": "new_customerexecutivesponsor",
+          "displayName": "Customer Executive Sponsor",
+          "type": "text",
+          "description": "Customer-side executive sponsor"
+        },
+        {
+          "crmField": "new_customerexecutivesponsortitle",
+          "displayName": "Customer Executive Sponsor Title",
+          "type": "text",
+          "description": "Title of the customer executive sponsor"
+        },
+        {
+          "crmField": "_new_preferredcontact_value",
+          "displayName": "Preferred Contact",
+          "type": "lookup",
+          "targetEntity": "contact",
+          "description": "Preferred customer contact person"
+        },
+        {
+          "crmField": "new_engagedwith",
+          "displayName": "Engaged With",
+          "type": "text",
+          "description": "Internal teams/people engaged on this opportunity"
+        },
+        {
+          "crmField": "new_businessscenariotechnicalblocker",
+          "displayName": "Business Scenario/Technical Blocker",
+          "type": "text",
+          "description": "Description of business scenario or technical challenges"
+        },
+        {
+          "crmField": "new_currentsolutionsnotsuitableforneeds",
+          "displayName": "Current Solutions Not Suitable",
+          "type": "text",
+          "description": "Why current solutions don't meet customer needs"
+        },
+        {
+          "crmField": "new_technicallandscape",
+          "displayName": "Technical Landscape",
+          "type": "text",
+          "description": "Summary of customer's current technical environment"
+        },
+        {
+          "crmField": "new_workcompletedsofar",
+          "displayName": "Work Completed So Far",
+          "type": "text",
+          "description": "Progress/work completed in this engagement"
+        },
+        {
+          "crmField": "new_successcriteria",
+          "displayName": "Success Criteria",
+          "type": "text",
+          "description": "Customer-defined success criteria for the engagement"
+        },
+        {
+          "crmField": "new_customergotoproductionplan",
+          "displayName": "Customer Go-To-Production Plan",
+          "type": "text",
+          "description": "Plan for moving to production"
+        },
+        {
+          "crmField": "new_customerdevelopmentteamready",
+          "displayName": "Customer Development Team Ready",
+          "type": "optionset",
+          "values": ["Yes", "No", "Partially Ready"],
+          "description": "Is customer's development team ready"
+        },
+        {
+          "crmField": "new_isfdeinvolvementneeded",
+          "displayName": "FDE Involvement Needed",
+          "type": "optionset",
+          "values": ["Yes", "No", "TBD"],
+          "description": "Whether Frontier Data Engineering involvement is needed"
+        },
+        {
+          "crmField": "new_followupscopingcall",
+          "displayName": "Follow-up Scoping Call",
+          "type": "optionset",
+          "values": ["Yes", "No", "Scheduled"],
+          "description": "Whether a follow-up scoping call is needed"
+        }
+      ],
+      "systemFields": [
+        {
+          "crmField": "createdby",
+          "displayName": "Created By",
+          "type": "lookup",
+          "targetEntity": "systemuser",
+          "description": "User who created the record"
+        },
+        {
+          "crmField": "createdon",
+          "displayName": "Created On",
+          "type": "datetime",
+          "description": "Date and time record was created"
+        },
+        {
+          "crmField": "modifiedby",
+          "displayName": "Modified By",
+          "type": "lookup",
+          "targetEntity": "systemuser",
+          "description": "User who last modified the record"
+        },
+        {
+          "crmField": "modifiedon",
+          "displayName": "Modified On",
+          "type": "datetime",
+          "description": "Date and time record was last modified"
+        },
+        {
+          "crmField": "new_submittedon",
+          "displayName": "Submitted On",
+          "type": "datetime",
+          "description": "When the engagement was initially submitted"
+        },
+        {
+          "crmField": "new_laststatuschangedate",
+          "displayName": "Last Status Change Date",
+          "type": "datetime",
+          "description": "When the status was last changed"
+        }
+      ],
+      "fieldMappings": {
+        "statuscode": {
+          "prop": "status",
+          "label": "Status",
+          "keywords": ["status", "statuses", "stage", "stages", "phase", "phases", "intake review", "triage", "tech assessment"]
+        },
+        "new_industryalignment": {
+          "prop": "industryAlignment",
+          "label": "Industry Alignment",
+          "keywords": ["industry", "vertical"]
+        },
+        "new_regionalignment": {
+          "prop": "regionAlignment",
+          "label": "Region Alignment",
+          "keywords": ["region", "geography", "geographical"]
+        },
+        "new_selectedoffer": {
+          "prop": "selectedOffer",
+          "label": "Selected Offer",
+          "keywords": ["offer", "offering", "service offer"]
+        },
+        "new_deliverytype": {
+          "prop": "deliveryType",
+          "label": "Delivery Type",
+          "keywords": ["delivery", "delivery type"]
+        },
+        "new_assignedteam": {
+          "prop": "assignedTeam",
+          "label": "Assigned Team",
+          "keywords": ["assigned team", "team"]
+        },
+        "_new_fdelead_value": {
+          "prop": "primaryTeamLead",
+          "label": "Primary Team Lead",
+          "keywords": ["primary lead", "primary team lead"]
+        },
+        "_new_secondaryteamlead_value": {
+          "prop": "secondaryTeamLead",
+          "label": "Secondary Team Lead",
+          "keywords": ["secondary lead", "secondary team lead"]
+        },
+        "_new_servicedeliverylead_value": {
+          "prop": "serviceDeliveryLead",
+          "label": "Service Delivery Lead",
+          "keywords": ["service delivery lead", "service lead"]
+        },
+        "isPrioritized": {
+          "prop": "isPrioritized",
+          "label": "FY26 Prioritized",
+          "keywords": ["prioritized", "priority", "fy26", "prioritization", "prioritised", "high priority", "strategic"]
+        },
+        "priorityIndustry": {
+          "prop": "priorityIndustry",
+          "label": "Priority Industry",
+          "keywords": []
+        },
+        "priorityRegion": {
+          "prop": "priorityRegion",
+          "label": "Priority Region",
+          "keywords": []
+        }
+      },
+      "intentPatterns": {
+        "count_records": {
+          "runtimeIntent": "ai",
+          "keywords": ["how many", "count", "total", "number of"],
+          "description": "User wants a count of records matching criteria"
+        },
+        "status_by_person": {
+          "runtimeIntent": "status_by_person",
+          "keywords": ["working on", "managing", "leading", "assigned to", "responsible for"],
+          "personField": "_new_fdelead_value|_new_secondaryteamlead_value|_new_servicedeliverylead_value",
+          "description": "User wants to know what a person is working on or their engagement count"
+        },
+        "engagement_details": {
+          "runtimeIntent": "ai",
+          "keywords": ["tell me about", "details on", "information about", "what is the", "describe"],
+          "description": "User wants detailed information about specific engagement(s)"
+        },
+        "engagement_by_lead": {
+          "runtimeIntent": "engagement_by_lead",
+          "keywords": ["who is", "who's", "who leads", "who is leading", "which lead"],
+          "description": "User wants to know who is leading an engagement"
+        },
+        "notes_today": {
+          "runtimeIntent": "notes_today",
+          "keywords": ["notes today", "added today", "update today", "notes added"],
+          "description": "User wants to see recent notes added today"
+        },
+        "customer_summary": {
+          "runtimeIntent": "customer_summary",
+          "keywords": ["customer", "company", "use case", "account"],
+          "description": "User wants summary of customer engagement information"
+        },
+        "ai_fallback": {
+          "runtimeIntent": "ai",
+          "description": "Question requires AI reasoning beyond structured queries"
+        },
+        "count_by_field": {
+          "runtimeIntent": "count_by_field",
+          "keywords": ["by industry", "by region", "by offer", "by delivery", "by status", "by stage", "in each", "per industry", "per region", "how many in", "how many by", "stage 1", "stage 2", "stage 3", "stage 4", "stages 1,2,3,4", "new", "intake review", "triage", "tech assessment"],
+          "description": "User wants a count grouped by a specific field (industry, region, offer, delivery type) or filtered to a specific field value such as 'how many in healthcare' or 'count by industry'"
+        }
+      },
+      "deterministicRouting": {
+        "rules": [
+          {
+            "priority": 10,
+            "intent": "record_count_with_top_primary_lead",
+            "allKeywords": ["primary lead|primary team lead"],
+            "anyKeywords": ["in total", "total", "how many records", "record count"],
+            "anyAlsoRequired": ["most", "top"],
+            "groupByField": "_new_fdelead_value",
+            "aggregate": "count"
+          },
+          {
+            "priority": 20,
+            "intent": "top_primary_leads",
+            "allKeywords": ["primary lead|primary team lead"],
+            "anyKeywords": ["top", "most", "each", "working on", "engagements", "how many", "number", "count"],
+            "groupByField": "_new_fdelead_value",
+            "aggregate": "count"
+          },
+          {
+            "priority": 5,
+            "intent": "count_by_field",
+            "anyKeywords": ["prioritized", "priority", "fy26", "prioritisation", "prioritised"],
+            "groupByField": "isPrioritized"
+          },
+          {
+            "priority": 30,
+            "intent": "status_table_by_person",
+            "allKeywords": ["status"],
+            "anyKeywords": ["table", "breakdown", "matrix", "group by", "by"],
+            "anyAlsoRequired": ["count", "number", "how many"],
+            "groupByField": "_new_fdelead_value",
+            "secondaryGroupByField": "statuscode",
+            "aggregate": "count"
+          }
+        ]
+      }
+    }
+  }
+}

package/{.github/config/m365-mutable.json.example → plugin/templates/init/m365-mutable.example.json}

@@ -2,7 +2,7 @@
   "m365Mutable": {
     "metadata": {
       "description": "Mutable M365 operational mappings used to speed and stabilize context retrieval. Copy this file to m365-mutable.json for local use.",
-      "defaultNotebookRef": ".github/config/m365-auth.json -> m365Auth.oneNote.defaultNotebookId",
+      "defaultNotebookRef": ".kushi/config/user/m365-auth.json -> m365Auth.oneNote.defaultNotebookId",
       "matching": "case-insensitive by project key (exact/prefix/contains)",
       "source": "Derived from project external-links.txt entries, mailbox discovery, and Teams thread discovery during bootstrap/refresh/retry runs."
     },