--- id: KAIZEN-WP-0004 type: workplan title: "Ecosystem Integration: Helix Forge, activity-core, and artifact-store" domain: custodian repo: kaizen-agentic status: completed owner: kaizen-agentic topic_slug: custodian state_hub_workstream_id: 76be7294-e201-4074-91c0-6421992470fe created: "2026-06-16" updated: "2026-06-17" tasks: - id: T01 title: Document Helix Forge correlation contract cross-repo status: done state_hub_task_id: f365d19e-9619-4453-bebf-f1fd596b1bd1 - id: T02 title: Add HELIX_SESSION_UID to metrics record status: done state_hub_task_id: e7f47683-5957-49db-bcbd-3aa47f44a073 - id: T03 title: Add kaizen-agentic metrics correlate command stub status: done state_hub_task_id: 6ef8ba99-7d0c-44f4-835d-7a66e9d55984 - id: T04 title: Integration test for helix_session_uid correlation status: done state_hub_task_id: 9875422c-a54b-40f1-a444-6b485a9e57d6 - id: T05 title: Update EcosystemIntegration.md with worked example status: done state_hub_task_id: 0dc33d13-0e0b-4336-a7ad-371fc533b823 - id: T06 title: Draft weekly metrics optimize ActivityDefinition status: done state_hub_task_id: dbaa5f46-f66a-4a74-b4a0-97978e47d1c3 - id: T07 title: Draft post-install metrics scaffold ActivityDefinition status: done state_hub_task_id: 161a264a-8f70-4e37-a854-bd5a76a0e54b - id: T08 title: Draft low success_rate review ActivityDefinition status: done state_hub_task_id: 3b58ad38-839c-436a-8d97-ef5a8f9beefe - id: T09 title: Document activity-core triggers in INTEGRATION_PATTERNS.md status: done state_hub_task_id: a004b60f-4e8f-4881-b088-229ac9ab242f - id: T10 title: Smoke test activity-core activation status: done state_hub_task_id: 84866bf1-5830-470d-87a5-9786222332c2 - id: T11 title: Define optimizer artifact package manifest status: done state_hub_task_id: 033a19db-fbd2-411f-9d2e-779d210400d4 - id: T12 title: Add kaizen-agentic metrics publish command status: done state_hub_task_id: 54517f2b-23e3-433b-a483-c59227625dbc - id: T13 title: Map raw-evidence retention class in publish manifest status: done state_hub_task_id: 3b378789-a761-4472-b072-a346541be239 - id: T14 title: Integration test artifact-store publish status: done state_hub_task_id: a3566713-db58-4519-b9c4-5003421c1f1e - id: T15 title: Document publish workflow in agency-framework.md status: done state_hub_task_id: 5d8255aa-fd7a-4fe6-bce2-3a176f954c7f - id: T16 title: Map KaizenAgentTemplate to info-tech-canon profile outline status: done state_hub_task_id: 852c9cbf-0b0c-4f23-8594-905ca280c268 - id: T17 title: Draft info-tech-canon agent brief for tdd-workflow status: done state_hub_task_id: 62e05097-9033-401d-bbe0-d5d773da50fe - id: T18 title: Spike kontextual-engine wiki ingestion manifest status: done state_hub_task_id: cd6962c7-aaed-4d7d-81de-37c0e3ed715e - id: T19 title: Update ecosystem assessment with Part 4 outcomes status: done state_hub_task_id: 2c1f66f5-e6ab-4e19-88ca-818acb15a706 --- # KAIZEN-WP-0004 — Ecosystem Integration: Helix Forge, activity-core, and artifact-store **Status:** completed **Owner:** kaizen-agentic **Repo:** kaizen-agentic **Depends on:** KAIZEN-WP-0003 Part 3 (metrics CLI + `metrics optimize` operational) ## Goal Compose KaizenAgentic with adjacent ecosystem repos so INTENT's measurement and improvement vision spans **project** and **fleet** layers without duplicating capabilities or violating repo boundaries. Primary integrations: **agentic-resources** (Helix Forge), **activity-core** (scheduled triggers), **artifact-store** (evidence retention). Secondary integrations (info-tech-canon, kontextual-engine) are Part 4 stretch goals. Reference: `wiki/EcosystemIntegration.md`, `history/2026-06-16-ecosystem-assessment.md` --- ## Part 1 — Helix Forge Correlation (agentic-resources) Wire project metrics (ADR-004) to fleet session metrics without re-implementing session ingestion. ### Tasks - [x] T01 — Document correlation contract in `agentic-resources` (cross-repo PR or shared doc link from both repos) - [x] T02 — Add optional `helix_session_uid` population to `metrics record` when env `HELIX_SESSION_UID` is set - [x] T03 — Add `kaizen-agentic metrics correlate` — lookup Helix digest summary by UID (read-only adapter stub if Helix API not ready) - [x] T04 — Integration test: synthetic project record with `helix_session_uid` round-trips through show/brief - [x] T05 — Update `wiki/EcosystemIntegration.md` with worked correlation example ### Definition of done - Project execution records can carry Helix correlation fields per ADR-004 - Documentation is bidirectional (kaizen-agentic + agentic-resources reference each other) - No session JSONL ingestion code in kaizen-agentic --- ## Part 2 — activity-core Triggers Define ActivityDefinitions for recurring kaizen operations. ### Tasks - [x] T06 — Draft ActivityDefinition: weekly `metrics optimize` on repos with `.kaizen/metrics/` - [x] T07 — Draft ActivityDefinition: post-install metrics scaffold validation (`memory init` check) - [x] T08 — Draft ActivityDefinition: success_rate below 0.8 → issue-core review task - [x] T09 — Document ActivityDefinition paths and activation contract in `docs/INTEGRATION_PATTERNS.md` - [x] T10 — Smoke test: manual activation against a test repo with populated metrics ### Definition of done - Three ActivityDefinition markdown files committed (location per activity-core convention) - kaizen-agentic docs describe how activity-core triggers map to CLI commands - No scheduling code in kaizen-agentic --- ## Part 3 — artifact-store Evidence Retention Persist optimizer outputs as registered artifact packages. ### Tasks - [x] T11 — Define artifact package manifest for optimizer run (`analysis.json` + `recommendations.jsonl`) - [x] T12 — Add `kaizen-agentic metrics publish` — register optimizer output with artifact-store API (configurable endpoint) - [x] T13 — Map retention class `raw-evidence` (180d) in publish manifest metadata - [x] T14 — Integration test with artifact-store local backend (skip if service unavailable; mark `@pytest.mark.integration`) - [x] T15 — Document publish workflow in `docs/agency-framework.md` metrics section ### Definition of done - Optimizer outputs can be registered as artifact packages when artifact-store is reachable - Retention metadata matches ADR-004 default - Publish is optional — local-only workflows still work without artifact-store --- ## Part 4 — Canon and Knowledge (stretch) Secondary integrations for template conformance and knowledge asset lifecycle. ### Tasks - [x] T16 — Map `wiki/KaizenAgentTemplate.md` sections to info-tech-canon profile outline (design doc only) - [x] T17 — Draft one InfoTechCanon-style agent brief for `tdd-workflow` pilot - [x] T18 — Spike: kontextual-engine ingestion manifest for `wiki/` directory (design note, no runtime dependency) - [x] T19 — Update `history/2026-06-16-ecosystem-assessment.md` with Part 4 outcomes ### Definition of done - Design artifacts committed; no hard dependency on info-tech-canon or kontextual-engine services - tdd-workflow brief serves as reference for fleet-wide brief rollout (future WP) --- ## Sequencing ``` WP-0003 Part 3 complete │ ▼ Part 1 (T01–T05) ──→ Part 2 (T06–T10) │ │ └──────────┬───────────┘ ▼ Part 3 (T11–T15) │ ▼ Part 4 (T16–T19) [stretch] ``` Part 1 can start once `metrics record` and `metrics optimize` exist. Parts 2–3 can overlap. Part 4 is non-blocking. Estimated effort: 3–5 sessions after WP-0003 Part 3. --- ## Out of Scope - Cloning or implementing tele-mcp (assess separately) - phase-memory graph migration (future WP) - Full KaizenGuidance codemod pipeline - Owning activity-core, artifact-store, or agentic-resources code --- ## Success Criteria 1. Two-layer measurement model is documented, implemented at correlation layer, and operable without repo merges. 2. Recurring kaizen checks can be triggered via activity-core without custom cron. 3. Optimizer evidence can be preserved in artifact-store when configured. 4. Canon/knowledge integration has a clear design path for later work. --- ## Completion **Shipped:** v1.1.0–v1.2.0 ecosystem integration layer. | Part | Outcome | |------|---------| | 1 Helix | `HELIX_SESSION_UID` on `metrics record`, `metrics correlate`, bidirectional docs | | 2 activity-core | Three ActivityDefinitions under `docs/integrations/activity-definitions/` | | 3 artifact-store | `metrics publish` with `raw-evidence` retention manifest | | 4 Canon/knowledge | Design docs for info-tech-canon and kontextual-engine (no runtime deps) | All 19 tasks complete. Reciprocal Helix link verified in WP-0005 T16. --- ## State Hub Task IDs | Code | UUID | |------|------| | T01 | f365d19e-9619-4453-bebf-f1fd596b1bd1 | | T02 | e7f47683-5957-49db-bcbd-3aa47f44a073 | | T03 | 6ef8ba99-7d0c-44f4-835d-7a66e9d55984 | | T04 | 9875422c-a54b-40f1-a444-6b485a9e57d6 | | T05 | 0dc33d13-0e0b-4336-a7ad-371fc533b823 | | T06 | dbaa5f46-f66a-4a74-b4a0-97978e47d1c3 | | T07 | 161a264a-8f70-4e37-a854-bd5a76a0e54b | | T08 | 3b58ad38-839c-436a-8d97-ef5a8f9beefe | | T09 | a004b60f-4e8f-4881-b088-229ac9ab242f | | T10 | 84866bf1-5830-470d-87a5-9786222332c2 | | T11 | 033a19db-fbd2-411f-9d2e-779d210400d4 | | T12 | 54517f2b-23e3-433b-a483-c59227625dbc | | T13 | 3b378789-a761-4472-b072-a346541be239 | | T14 | a3566713-db58-4519-b9c4-5003421c1f1e | | T15 | 5d8255aa-fd7a-4fe6-bce2-3a176f954c7f | | T16 | 852c9cbf-0b0c-4f23-8594-905ca280c268 | | T17 | 62e05097-9033-401d-bbe0-d5d773da50fe | | T18 | cd6962c7-aaed-4d7d-81de-37c0e3ed715e | | T19 | 2c1f66f5-e6ab-4e19-88ca-818acb15a706 | **Hub workstream:** `kaizen-wp-0004-ecosystem-integration` (`76be7294-e201-4074-91c0-6421992470fe`) --- ## Notes - ADR-004 Helix Forge correlation section is the authoritative field mapping - WP-0001 T04 (telemetry) should evaluate tele-mcp as adapter candidate - activity-core ActivityDefinitions live in activity-core repo per ACT-ADR-002/003; kaizen-agentic commits reference copies or links under `docs/integrations/`