kushi-agents 6.1.2 → 6.2.0

package/plugin/skills/tour/build-tour.ps1

@@ -0,0 +1,185 @@
+<#
+.SYNOPSIS
+Kushi tour — build <project>/State/tour.md from Evidence/_graph/project-graph.json.
+
+.DESCRIPTION
+Scores nodes by recency_weight × cross_ref_count (14-day half-life × degree),
+then DFS-walks edges in priority order (decides → action-item-tracks →
+discusses → references → others). Emits per-stop ordinal heading + one-line
+why-this-matters + citation + related-state wikilinks.
+
+.PARAMETER ProjectRoot
+Absolute path to <engagement-root>/<project>/.
+
+.PARAMETER TopN
+Number of stops (default 10; configurable via m365Mutable.tour.topN).
+
+.PARAMETER Json
+Emit structured success/error envelope on stdout.
+#>
+[CmdletBinding()]
+param(
+    [Parameter(Mandatory=$true)][string]$ProjectRoot,
+    [int]$TopN = 10,
+    [switch]$Json
+)
+
+$ErrorActionPreference = 'Stop'
+
+function Write-Envelope {
+    param([bool]$Ok, [hashtable]$Payload)
+    if ($Json) {
+        $p2 = @{ ok = $Ok }
+        foreach ($k in $Payload.Keys) { $p2[$k] = $Payload[$k] }
+        [PSCustomObject]$p2 | ConvertTo-Json -Depth 5 -Compress
+    } else {
+        if ($Ok) { Write-Host "ok: tour=$($Payload.tour_path) stops=$($Payload.stops)" }
+        else { Write-Host "error: $($Payload.error)" }
+    }
+}
+
+try {
+    $graphPath = Join-Path $ProjectRoot 'Evidence\_graph\project-graph.json'
+    if (-not (Test-Path $graphPath)) {
+        Write-Envelope -Ok $false -Payload @{ error = "no graph at $graphPath" }
+        exit 1
+    }
+    $graph = Get-Content -Raw $graphPath -Encoding UTF8 | ConvertFrom-Json
+    $stateDir = Join-Path $ProjectRoot 'State'
+    New-Item -ItemType Directory -Path $stateDir -Force | Out-Null
+    $outPath = Join-Path $stateDir 'tour.md'
+
+    $nodes = @($graph.nodes)
+    if ($nodes.Count -eq 0) {
+        Set-Content -Path $outPath -Encoding UTF8 -Value "_No graph nodes — run @Kushi refresh first._"
+        Write-Envelope -Ok $true -Payload @{ tour_path = $outPath; stops = 0 }
+        exit 0
+    }
+    $edges = @($graph.edges)
+
+    # --- Score nodes ---
+    $today = (Get-Date).ToUniversalTime().Date
+    $degree = @{}
+    foreach ($e in $edges) {
+        if (-not $degree.ContainsKey($e.from)) { $degree[$e.from] = 0 }
+        if (-not $degree.ContainsKey($e.to))   { $degree[$e.to]   = 0 }
+        $degree[$e.from]++
+        $degree[$e.to]++
+    }
+
+    $scored = New-Object System.Collections.Generic.List[object]
+    foreach ($n in $nodes) {
+        $days = 9999
+        if ($n.last_touched_iso) {
+            try {
+                $lt = [datetime]::Parse($n.last_touched_iso).ToUniversalTime().Date
+                $days = [Math]::Max(0, ($today - $lt).Days)
+            } catch {}
+        }
+        $rw = [Math]::Exp(- $days / 14.0)
+        $deg = if ($degree.ContainsKey($n.id)) { $degree[$n.id] } else { 0 }
+        $score = $rw * [Math]::Max(1, $deg)   # treat degree 0 as 1 so isolated nodes still rank by recency
+        $scored.Add([PSCustomObject]@{ node = $n; score = $score; degree = $deg; days = $days })
+    }
+    $scoredSorted = $scored | Sort-Object -Property score -Descending
+
+    # --- DFS walk ---
+    $kindPriority = @{ 'decides' = 0; 'action-item-tracks' = 1; 'discusses' = 2; 'references' = 3 }
+    function Get-EdgePriority { param($k) if ($kindPriority.ContainsKey($k)) { $kindPriority[$k] } else { 4 } }
+
+    $byId = @{}
+    foreach ($s in $scored) { $byId[$s.node.id] = $s }
+
+    $outEdgesByFrom = @{}
+    foreach ($e in $edges) {
+        if (-not $outEdgesByFrom.ContainsKey($e.from)) { $outEdgesByFrom[$e.from] = New-Object System.Collections.Generic.List[object] }
+        $outEdgesByFrom[$e.from].Add($e) | Out-Null
+    }
+
+    $visited = @{}
+    $stops = New-Object System.Collections.Generic.List[object]
+    $cursor = 0
+
+    while ($stops.Count -lt $TopN -and $cursor -lt $scoredSorted.Count) {
+        # Pick next root: highest-score unvisited.
+        $root = $null
+        while ($cursor -lt $scoredSorted.Count) {
+            $cand = $scoredSorted[$cursor]
+            $cursor++
+            if (-not $visited.ContainsKey($cand.node.id)) { $root = $cand; break }
+        }
+        if (-not $root) { break }
+
+        # DFS from root
+        $stack = New-Object System.Collections.Stack
+        $stack.Push($root)
+        while ($stack.Count -gt 0 -and $stops.Count -lt $TopN) {
+            $cur = $stack.Pop()
+            if ($visited.ContainsKey($cur.node.id)) { continue }
+            $visited[$cur.node.id] = $true
+            $stops.Add($cur) | Out-Null
+
+            $outE = if ($outEdgesByFrom.ContainsKey($cur.node.id)) { @($outEdgesByFrom[$cur.node.id]) } else { @() }
+            $children = New-Object System.Collections.Generic.List[object]
+            foreach ($e in $outE) {
+                if ($visited.ContainsKey($e.to)) { continue }
+                if (-not $byId.ContainsKey($e.to)) { continue }
+                $children.Add([PSCustomObject]@{ edge = $e; target = $byId[$e.to] }) | Out-Null
+            }
+            $children = $children | Sort-Object @{ Expression={ Get-EdgePriority $_.edge.kind } }, @{ Expression={ -1 * $_.target.score } }
+            # Push in reverse so highest priority is popped first
+            [array]::Reverse($children)
+            foreach ($c in $children) { $stack.Push($c.target) }
+        }
+    }
+
+    # --- Render ---
+    $alias = $env:USERNAME
+    $nowIso = (Get-Date).ToUniversalTime().ToString("yyyy-MM-ddTHH:mm:ssZ")
+    $project = if ($graph.project) { $graph.project } else { (Split-Path $ProjectRoot -Leaf) }
+
+    $sb = New-Object System.Text.StringBuilder
+    [void]$sb.AppendLine('---')
+    [void]$sb.AppendLine('kushi_tour: true')
+    [void]$sb.AppendLine("generated_at: `"$nowIso`"")
+    [void]$sb.AppendLine("generated_by_alias: `"$alias`"")
+    [void]$sb.AppendLine("top_n: $TopN")
+    [void]$sb.AppendLine('score_basis: "recency_weight × cross_ref_count (14-day half-life)"')
+    [void]$sb.AppendLine('---')
+    [void]$sb.AppendLine('')
+    [void]$sb.AppendLine("# Guided Tour — $project")
+    [void]$sb.AppendLine('')
+    [void]$sb.AppendLine("> _Auto-generated week-in-review. $($stops.Count) top entities by recency × cross-reference count._")
+    [void]$sb.AppendLine('')
+
+    $ord = 0
+    foreach ($s in $stops) {
+        $ord++
+        $n = $s.node
+        $title = if ($n.title) { $n.title } else { $n.id }
+        $cite = if ($n.weekly_refs -and $n.weekly_refs.Count -gt 0) { $n.weekly_refs[0] } else { $null }
+        $whyBits = New-Object System.Collections.Generic.List[string]
+        if ($s.days -lt 9999) { [void]$whyBits.Add("Touched $($s.days)d ago") }
+        if ($s.degree -gt 0) { [void]$whyBits.Add("$($s.degree) graph connection$(if ($s.degree -ne 1) { 's' })") }
+        $why = if ($whyBits.Count -gt 0) { ($whyBits -join '; ') + '.' } else { "Score $([math]::Round($s.score,3))." }
+
+        [void]$sb.AppendLine("## $ord. $title")
+        [void]$sb.AppendLine('')
+        [void]$sb.AppendLine("> _Why this matters: $why_")
+        [void]$sb.AppendLine('')
+        [void]$sb.AppendLine("- **Source:** ``$($n.source)`` · last touched ``$($n.last_touched_iso)``")
+        if ($cite) {
+            [void]$sb.AppendLine("- **Cite:** [``$cite``]($cite)")
+        } else {
+            [void]$sb.AppendLine("- **Cite:** _(no weekly_refs in graph; node id ``$($n.id)``)_")
+        }
+        [void]$sb.AppendLine('')
+    }
+
+    Set-Content -Path $outPath -Value $sb.ToString() -Encoding UTF8
+    Write-Envelope -Ok $true -Payload @{ tour_path = $outPath; stops = $stops.Count }
+    exit 0
+} catch {
+    Write-Envelope -Ok $false -Payload @{ error = $_.Exception.Message }
+    exit 1
+}

package/plugin/skills/tour/evals/evals.json

@@ -0,0 +1,33 @@
+{
+  "skill": "tour",
+  "version": "1.0.0",
+  "description": "Auto-seeded evals for tour. Replace with real cases as the skill matures.",
+  "cases": [
+    {
+      "id": "tour-smoke-1",
+      "name": "tour produces a non-empty response",
+      "input": "synthetic tour probe — canary smoke",
+      "canary": false,
+      "grader_type": "script",
+      "expected_assertions": [
+        {
+          "type": "regex-match",
+          "pattern": ".+"
+        }
+      ]
+    },
+    {
+      "id": "tour-smoke-2",
+      "name": "tour echoes case id",
+      "input": "case-id tour-smoke-2",
+      "canary": false,
+      "grader_type": "script",
+      "expected_assertions": [
+        {
+          "type": "regex-match",
+          "pattern": "tour-smoke-2"
+        }
+      ]
+    }
+  ]
+}

package/plugin/templates/state/00_overview.template.md

@@ -0,0 +1,44 @@
+# Contoso — Project Overview (Current State)
+
+**As of:** 2026-05-06 · **Phase:** Pre-engagement / fit-assessment
+
+---
+
+## One-line
+
+Microsoft ISE is evaluating a non-billable FDE (Front-Door Engineer) engagement with **Contoso**, anchored on the **MPXe Policy Comments** use case, while the customer is still settling on which use case to pursue.
+
+## Engagement type
+
+- **Non-billable FDE — approved** `[as of 2026-04-13, source: ushak/OneNote/2026-04-13_onenote-summary.md]`
+
+## Customer profile (working assumptions, unconfirmed)
+
+- Open question: **Is Contoso a regional operator?** `[asked 2026-04-13, source: ushak/Teams-Chats/2026-04-13_teams-summary.md]`
+- Existing AWS solution **not scaling** — likely the catalyst for considering Microsoft. `[as of 2026-04-13, source: ushak/OneNote/2026-04-13_onenote-summary.md]`
+- **CMS interest** noted as part of context. `[as of 2026-04-13, source: ushak/OneNote/2026-04-13_onenote-summary.md]`
+
+## Where it stands right now
+
+- Apr 13 client-prep + client-facing meeting **completed**; recording exists.
+- Customer is **bouncing between use cases** after being exposed to broader FDE engagement context. `[as of 2026-04-20, source: ushak/Teams-Chats/2026-04-20_teams-summary.md]`
+- Microsoft side had a **"slight miss" on follow-up material** (week of Apr 27); customer awaiting that material before choosing an approach. `[as of 2026-05-01, source: ushak/Teams-Chats/2026-04-27_teams-summary.md]`
+- **Re-ping planned for early week of May 4** by Alesha. `[as of 2026-05-01, source: ushak/Teams-Chats/2026-04-27_teams-summary.md]`
+
+## Sponsorship
+
+- **Executive sponsorship: confirmed** `[as of 2026-04-13, source: ushak/OneNote/2026-04-13_onenote-summary.md]`
+
+## Headline risks
+
+- Use-case ambiguity (customer indecision on direction).
+- Momentum: ~3 weeks since last client touchpoint with no customer decision; aggravated by delayed follow-up material.
+- Engineering "catcher" readiness — whoever delivers (Contoso internal, third party, or partner-at-arms-length) must be set up for success.
+
+## Headline next steps
+
+1. Send Contoso the overdue follow-up material.
+2. Re-ping customer (Alesha, wk of May 4).
+3. Internal alignment on engineering staffing model — who delivers if this proceeds.
+
+See sibling state files for detail.

package/plugin/templates/state/01_decisions.template.md

@@ -0,0 +1,41 @@
+# Contoso — Decisions Log (Current State)
+
+**As of:** 2026-05-06
+**Convention:** Decisions are listed newest-first. Superseded decisions remain in place with `~~strikethrough~~` and a `Supersedes:` pointer on the new entry. Each decision carries `[as of DATE, source: …]`.
+
+---
+
+## Active Decisions
+
+### D-002 — Engagement model: Non-billable FDE
+- **Decided:** 2026-04-13
+- **Decided by:** Acct team (per OneNote "4/13 - Acct team")
+- **Status:** Approved
+- **Detail:** Microsoft will pursue Contoso via a non-billable Front-Door Engineer engagement.
+- `[as of 2026-04-13, source: ushak/OneNote/2026-04-13_onenote-summary.md]`
+
+### D-001 — Executive sponsorship secured
+- **Decided:** ≤ 2026-04-13 (logged in 4/13 acct team page)
+- **Status:** Confirmed
+- **Detail:** Executive sponsor in place for the Contoso engagement.
+- `[as of 2026-04-13, source: ushak/OneNote/2026-04-13_onenote-summary.md]`
+
+---
+
+## Pending / Not-Yet Decided
+
+- **PD-001 — Use case to anchor the engagement.** MPXe Policy Comments was the originating asset; customer is currently bouncing between options. `[as of 2026-04-20, source: ushak/Teams-Chats/2026-04-20_teams-summary.md]`
+- **PD-002 — Engineering staffing model.** Co-engineering with a third party vs. Contoso internal team — unresolved. `[as of 2026-04-13, source: ushak/Teams-Chats/2026-04-13_teams-summary.md]`
+- **PD-003 — Customer's chosen approach.** Awaiting Contoso's response on follow-up material. `[as of 2026-05-01, source: ushak/Teams-Chats/2026-04-27_teams-summary.md]`
+
+---
+
+## Superseded / Reversed
+
+_None yet._
+
+---
+
+## Conflicts
+
+_None._

package/plugin/templates/state/02_stakeholders.template.md

@@ -0,0 +1,48 @@
+# Contoso — Stakeholders & Roles (Current State)
+
+**As of:** 2026-05-06
+
+---
+
+## Microsoft — Account / Delivery Team
+
+| Person | Role (as last evidenced) | Most recent activity | Source |
+|--------|--------------------------|----------------------|--------|
+| Todd Morris | Acct team — engagement lead-side voice | Posted post-meeting status update Apr 20; targeted internal sync wk of Apr 20 | `ushak/Teams-Chats/2026-04-20_teams-summary.md` |
+| Alesha Baerenwald | Acct team — primary customer-facing follow-up owner | Acknowledged delayed follow-up material; will re-ping customer wk of May 4 | `ushak/Teams-Chats/2026-04-27_teams-summary.md` |
+| Kim Swafford | Acct team — chat owner, included in follow-up loop | Implied via tag in chat | `ushak/Teams-Chats/2026-04-27_teams-summary.md` |
+
+## Microsoft — ISE Team
+
+| Person | Role | Most recent activity | Source |
+|--------|------|----------------------|--------|
+| Bhargav Nookala | ISE — driving fit-assessment, follow-up nudges | 2 follow-up pings to acct team wk of Apr 27 | `ushak/Teams-Chats/2026-04-27_teams-summary.md` |
+| Sara Spalding | ISE — surfaced MPXe deck; chases status | Asked Alesha for next steps on Apr 17 | `ushak/Teams-Chats/2026-04-13_teams-summary.md` |
+| Kavitha Govindarajulu | ISE — surfaced engineering staffing question; tagged Bret | Asked engineering staffing question Apr 13; tagged Bret Stateham Apr 21 | `ushak/Teams-Chats/2026-04-13_teams-summary.md`, `…/2026-04-20_teams-summary.md` |
+| Bret Stateham | ISE — engineering perspective (tagged in) | Tagged into thread Apr 21 | `ushak/Teams-Chats/2026-04-20_teams-summary.md` |
+| Usha Krishnan | ISE — attended Apr 13 prep | Apr 13 attendee | `ushak/Meetings/2026-04-13_meetings-summary.md` |
+| Shiney Koshy | ISE — chat owner | Apr 13 attendee | `ushak/Meetings/2026-04-13_meetings-summary.md` |
+| Chris Mullins | ISE | Apr 13 attendee | `ushak/Meetings/2026-04-13_meetings-summary.md` |
+| Chad Dotzenrod | ISE | Apr 13 attendee | `ushak/Meetings/2026-04-13_meetings-summary.md` |
+
+## Executive
+
+- **Executive sponsor:** Confirmed; specific name not yet captured in evidence. `[as of 2026-04-13, source: ushak/OneNote/2026-04-13_onenote-summary.md]`
+
+## Customer — Contoso
+
+- **Specific customer contacts not yet captured in available evidence.** Pending action: identify Contoso counterparts and add them here.
+
+## Partners / Third Parties
+
+- **Possible co-engineering partner** — undecided. (See PD-002 in `01_decisions.md`.)
+
+---
+
+## Role Changes / Supersedes
+
+_None yet recorded._
+
+## Conflicts
+
+_None._

package/plugin/templates/state/03_architecture-and-solution.template.md

@@ -0,0 +1,56 @@
+# Contoso — Architecture & Solution (Current State)
+
+**As of:** 2026-05-06
+**Maturity:** Pre-design — only use-case framing exists; no solution architecture committed.
+
+---
+
+## Anchor Use Case
+
+### MPXe — Policy Comments
+- Originating asset: `Noridian_2026Feb26_MPXe-Microsoft_PolicyCommentsUseCase.pptx` (in project SharePoint folder; last modified 2026-05-05)
+- Surfaced as the working use-case in Apr 13 prep.
+- `[as of 2026-04-13, source: ushak/Teams-Chats/2026-04-13_teams-summary.md]`
+
+### Status of use-case selection
+- **Open.** Customer is "bouncing between use cases" after seeing broader FDE engagement context. `[as of 2026-04-20, source: ushak/Teams-Chats/2026-04-20_teams-summary.md]`
+
+---
+
+## Existing Customer Landscape
+
+- **Current state:** Contoso operates an **AWS-based solution** that is **not scaling**. This is the trigger for considering Microsoft. `[as of 2026-04-13, source: ushak/OneNote/2026-04-13_onenote-summary.md]`
+- **Adjacent context:** **CMS** is a relevant party / interest area. `[as of 2026-04-13, source: ushak/OneNote/2026-04-13_onenote-summary.md]`
+
+---
+
+## Proposed Microsoft Solution
+
+- **No solution architecture has been authored yet.** Reference framing material:
+  - "Microsoft Agent Factory — FDE Customer Presentation" (slides 6 and 21 used as **fit-assessment lens**). `[as of 2026-04-13, source: ushak/Teams-Chats/2026-04-13_teams-summary.md]`
+
+---
+
+## Components, Integrations, Data
+
+- **TBD.** No component diagram, data flow, or integration list captured to date.
+
+---
+
+## Open Architectural Questions
+
+- **Engineering delivery model** — co-engineering with a third party vs. Contoso internal team. (PD-002.)
+- **Catcher readiness** — whichever party catches the implementation needs operational readiness. `[as of 2026-04-13, source: ushak/Teams-Chats/2026-04-13_teams-summary.md]`
+- **Scalability target** — what specifically about AWS isn't scaling? Throughput? Cost? Operations? Not yet captured.
+
+---
+
+## Conflicts
+
+_None._
+
+---
+
+## Supersedes / History
+
+_No prior architecture has been replaced — this is the first capture._

package/plugin/templates/state/04_workshops-and-key-meetings.template.md

@@ -0,0 +1,43 @@
+# Contoso — Workshops & Key Meetings (Current State)
+
+**As of:** 2026-05-06
+
+---
+
+## Past — Significant Sessions
+
+### 2026-04-13 — Contoso | FDE Request prep before client meeting
+- **Type:** Internal prep + client-facing call (combined session per chat trail)
+- **Why it matters:** First substantive engagement with Contoso; surfaced anchor use case (MPXe Policy Comments), executive sponsorship confirmation, non-billable FDE approval, and key open questions on staffing and customer profile.
+- **Attendees (Microsoft):** Bhargav Nookala, Sara Spalding, Kavitha Govindarajulu, Alesha Baerenwald, Todd Morris, Kim Swafford, Shiney Koshy, Chris Mullins, Chad Dotzenrod, Bret Stateham, Usha Krishnan
+- **Outputs:** Two reference decks circulated; decisions D-001 & D-002 logged; PD-001/PD-002 raised.
+- **Recording:** Yes — `Contoso FDE Request prep before client meeting-20260413_170623-Meeting Recording.mp4` (SharePoint approval seen 2026-05-04).
+- **Transcript:** Not yet pulled. (Action: pull via `m365_get_transcript` for richer content extraction.)
+- `[source: ushak/Meetings/2026-04-13_meetings-summary.md]`
+
+---
+
+## In-Flight / Unconfirmed
+
+### Internal alignment sync (planned wk of Apr 20)
+- Todd Morris flagged he would schedule one. **No calendar evidence found** — either it happened off-calendar, was deferred, or the calendar wasn't scanned wide enough.
+- `[as of 2026-04-20, source: ushak/Teams-Chats/2026-04-20_teams-summary.md]`
+
+---
+
+## Planned / Upcoming
+
+- **Re-engagement ping with Contoso** — early wk of May 4 (Alesha). Not a meeting, but the next customer touchpoint. `[as of 2026-05-01, source: ushak/Teams-Chats/2026-04-27_teams-summary.md]`
+- **Workshop(s):** None scheduled yet. A scoping/use-case workshop is the natural next step once the customer commits to a use case.
+
+---
+
+## Recurring Cadences
+
+- **None established for Contoso specifically.** (Several recurring "FDE Intake — Triage Stand-up" meetings exist on the broader FDE calendar but are not Contoso-specific.)
+
+---
+
+## Conflicts
+
+_None._

package/plugin/templates/state/05_action-items.template.md

@@ -0,0 +1,29 @@
+# Contoso — Open Action Items (Current State)
+
+**As of:** 2026-05-06
+**Scope:** Open / in-progress only. Closed items move to `_archive` section at the bottom.
+
+---
+
+## Open
+
+| ID | Action | Owner | Due | Opened | Latest evidence | Source |
+|----|--------|-------|-----|--------|-----------------|--------|
+| AI-001 | Send Contoso the overdue follow-up material (the asset that prompted Alesha's "slight miss" comment) | Alesha Baerenwald | wk of May 4 | 2026-04-13 (implied) | "still waiting to hear what approach they want to take" | `ushak/Teams-Chats/2026-04-27_teams-summary.md` |
+| AI-002 | Re-ping Contoso on chosen approach | Alesha Baerenwald | early wk of May 4 | 2026-05-01 | Committed in chat 2026-05-01 | `ushak/Teams-Chats/2026-04-27_teams-summary.md` |
+| AI-003 | Hold internal sync to align on next steps (engineering staffing in particular) | Todd Morris | wk of Apr 20 (overdue / status unknown) | 2026-04-20 | Bhargav's follow-up pings on Apr 28/30 suggest internal sync hasn't yielded next steps yet | `ushak/Teams-Chats/2026-04-20_teams-summary.md`, `…/2026-04-27_teams-summary.md` |
+| AI-004 | Confirm Contoso's organizational profile (regional operator?) | Acct team | — | 2026-04-13 | Open | `ushak/Teams-Chats/2026-04-13_teams-summary.md` |
+| AI-005 | Pull Apr 13 meeting transcript for richer detail | ushak | — | 2026-05-06 | Run-log gap | `Evidence/run-log.md` |
+| AI-006 | Identify Contoso customer counterparts and capture in stakeholders state | Acct team | — | 2026-05-06 | No customer contacts captured yet | derived |
+
+---
+
+## Recently Closed
+
+_None yet._
+
+---
+
+## Conflicts
+
+_None._

package/plugin/templates/state/06_risks-and-issues.template.md

@@ -0,0 +1,43 @@
+# Contoso — Risks & Issues (Current State)
+
+**As of:** 2026-05-06
+**Severity scale:** LOW / MED / HIGH
+
+---
+
+## Active
+
+### R-001 — Customer indecision on use case (MED, trending up)
+- **Description:** Customer is "bouncing between use cases" after broader FDE context was presented; no committed direction.
+- **Impact:** Blocks scoping, sizing, architecture, and timeline.
+- **Mitigation:** Send focused follow-up material; re-ping wk of May 4 (AI-001, AI-002).
+- `[as of 2026-04-20, source: ushak/Teams-Chats/2026-04-20_teams-summary.md]`
+
+### R-002 — Momentum loss / Microsoft-side slip (MED, active)
+- **Description:** Acknowledged "slight miss" on getting follow-up material to Contoso; ~3 weeks since the Apr 13 touchpoint with no customer-side decision.
+- **Impact:** Risks customer disengagement or pursuit of alternative paths.
+- **Mitigation:** Close AI-001 immediately; deliberate re-ping (AI-002).
+- `[as of 2026-05-01, source: ushak/Teams-Chats/2026-04-27_teams-summary.md]`
+
+### R-003 — Engineering catcher readiness (MED, latent)
+- **Description:** Whichever party catches delivery (Contoso internal, a third party, or a partner-at-arms-length) needs to be set up for operational success.
+- **Impact:** Implementation quality and post-engagement sustainability.
+- **Mitigation:** Resolve PD-002 (staffing model) before commit; gate decision on catcher readiness check. Owner: Bhargav Nookala / Todd Morris.
+- `[as of 2026-04-13, source: ushak/Teams-Chats/2026-04-13_teams-summary.md]`
+
+### R-004 — Customer profile unknown (LOW, informational)
+- **Description:** It's still unclear whether Contoso is a regional operator and what the org profile implies for solution scale and procurement path.
+- **Mitigation:** Confirm via acct team (AI-004).
+- `[as of 2026-04-13, source: ushak/Teams-Chats/2026-04-13_teams-summary.md]`
+
+---
+
+## Closed
+
+_None yet._
+
+---
+
+## Conflicts
+
+_None._

package/plugin/templates/state/07_timeline-and-milestones.template.md

@@ -0,0 +1,45 @@
+# Contoso — Timeline & Milestones (Current State)
+
+**As of:** 2026-05-06
+
+---
+
+## Past
+
+| Date | Event | Significance | Source |
+|------|-------|--------------|--------|
+| 2026-02-26 | MPXe Policy Comments use-case deck created | Originating asset for the engagement | filename `Noridian_2026Feb26_MPXe-Microsoft_PolicyCommentsUseCase.pptx` |
+| 2026-03-09 → 2026-03-11 | Initial intake / triage notes (OneNote `Contoso.one` → "3/11") | First captured discussion of Contoso | `ushak/OneNote/2026-04-13_onenote-summary.md` (references prior pages) |
+| 2026-04-10 | Teams meeting chat "Contoso \| FDE Request prep before client meeting" created | Communications channel established | `ushak/Teams-Chats/2026-04-13_teams-summary.md` |
+| 2026-04-13 | Apr 13 prep + client-facing meeting | First substantive client touchpoint; D-001 & D-002 captured | `ushak/Meetings/2026-04-13_meetings-summary.md` |
+| 2026-04-17 | Sara asks Alesha for next steps | Status visibility kicks in | `ushak/Teams-Chats/2026-04-13_teams-summary.md` |
+| 2026-04-20 | Todd posts post-meeting status — customer "bouncing between use cases" | First explicit signal of use-case ambiguity | `ushak/Teams-Chats/2026-04-20_teams-summary.md` |
+| 2026-04-28 / 04-30 | Bhargav follow-up pings | Pressure to resolve next steps | `ushak/Teams-Chats/2026-04-27_teams-summary.md` |
+| 2026-05-01 | Alesha acknowledges "slight miss" on follow-up material | Captures the momentum risk | `ushak/Teams-Chats/2026-04-27_teams-summary.md` |
+| 2026-05-04 | SharePoint edit-request approval for Apr 13 meeting recording | Recording now editable / shareable | inbox notification 2026-05-04 |
+| 2026-05-05 | MPXe deck modified (latest edit) | Asset updated | SharePoint folder listing |
+
+---
+
+## Present (this week)
+
+| Target | Owner | Status |
+|--------|-------|--------|
+| Send overdue follow-up material to Contoso (AI-001) | Alesha | Open |
+| Re-ping customer (AI-002) | Alesha | Planned early wk of May 4 |
+| Internal alignment on staffing model (AI-003) | Todd | Status unknown |
+
+---
+
+## Planned / Anticipated
+
+- **Customer commits to a use case.** No date — gates everything downstream.
+- **Scoping / use-case workshop.** No date — natural next step after customer commit.
+- **Engineering staffing decision (PD-002).** Should precede any solution-design work.
+- **Solution architecture draft.** Not started.
+
+---
+
+## Conflicts
+
+_None._

package/plugin/templates/state/08_artifacts-and-deliverables.template.md

@@ -0,0 +1,55 @@
+# Contoso — Artifacts & Deliverables (Current State)
+
+**As of:** 2026-05-06
+
+---
+
+## Decks
+
+| Title | Purpose | Last modified | Location |
+|-------|---------|---------------|----------|
+| Noridian_2026Feb26_MPXe-Microsoft_PolicyCommentsUseCase.pptx | Anchor use-case framing (MPXe Policy Comments) | 2026-05-05 | `…\Engagement Assets\Contoso\` (project SharePoint folder) |
+| Microsoft Agent Factory — FDE Customer Presentation.PPTX | Reference deck for FDE engagement framing; **slides 6 & 21** used as fit-assessment lens | — | Shared in Teams chat 2026-04-13 (not in project folder) |
+
+---
+
+## Recordings
+
+| Title | Date | Location | Notes |
+|-------|------|----------|-------|
+| Contoso FDE Request prep before client meeting (recording .mp4) | 2026-04-13 17:06 UTC | SharePoint (edit-approved 2026-05-04) | Available; transcript not yet pulled. |
+
+---
+
+## OneNote Pages (ISE Work › Contoso.one)
+
+| Page | Date | Content highlights |
+|------|------|-------------------|
+| 4/13 - Acct team | 2026-04-13 | AWS not scaling; CMS interest; exec sponsorship confirmed; non-billable FDE approval |
+| 3/11 (and a 3/11 meeting-notes variant) | 2026-03-09 → 2026-03-11 | Earlier intake / triage notes |
+
+---
+
+## Documents / Code / Diagrams
+
+- **None captured.** No design docs, ADRs, repos, or diagrams have been created for this engagement yet.
+
+---
+
+## CRM / System-of-Record Links
+
+- Dynamics CRM record link shared in chat 2026-04-13 (URL captured in `ushak/Teams-Chats/2026-04-13_teams-summary.md`).
+
+---
+
+## Known Gaps
+
+- No customer-facing artifacts (proposal, scoping doc, ROM) have been produced.
+- Apr 13 meeting transcript not yet captured.
+- No architecture artifacts (see `03_architecture-and-solution.md`).
+
+---
+
+## Conflicts
+
+_None._