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the-custodian/workplans/CUST-WP-0045-activity-core-daily-triage-runner.md

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id, type, title, domain, repo, status, owner, topic_slug, planning_priority, planning_order, created, updated, state_hub_workstream_id
id type title domain repo status owner topic_slug planning_priority planning_order created updated state_hub_workstream_id
CUST-WP-0045 workplan Activity-Core Daily Triage Runner Cutover custodian the-custodian blocked custodian custodian high 45 2026-05-19 2026-05-19 d9d9a3ec-f736-4041-beac-bb92c7ad314e

CUST-WP-0045 - Activity-Core Daily Triage Runner Cutover

Goal

Move the Daily State Hub WSJF Triage runner from the Codex app automation substrate to owned activity-core infrastructure.

The outcome should be a reliable daily run at 07:20 Europe/Berlin that produces the same review artifact promised by CUST-WP-0044: a dated working-memory note, a State Hub daily_triage progress event, and an auditable activity-core run record.

Context

On 2026-05-19 the Codex app automation fired at the scheduled time, but did not complete a useful run:

  • two Daily State Hub WSJF Triage sessions were created at 07:20 Europe/Berlin
  • both session files contained only session metadata
  • no prompt execution, report, tool call, working-memory note, or final answer was recorded
  • State Hub had no daily_triage progress event for that date
  • the recorded session cwd values used Windows-style C:\home\worsch\... paths rather than the intended WSL paths

This shows the schedule is present but the launch substrate is not trustworthy enough for an unattended Custodian operating habit.

activity-core already provides the pieces that should own this class of work:

  • Temporal cron schedules with timezone and misfire-policy handling
  • ActivityDefinition markdown ingestion via ACTIVITY_DEFINITION_DIRS
  • state-hub context resolver hooks
  • ActivityRun logging and Temporal workflow history
  • rule/instruction model design in ACT-ADR-003
  • deployment/runbook paths for the Railiance environment

The missing work is to connect those existing capabilities to this judgement report use case without building a second scheduler or a parallel priority database.

Scope

In scope:

  • Extend activity-core so the existing daily triage ActivityDefinition can run as the primary scheduler.
  • Reuse the existing prompt at runtime/prompts/daily_statehub_wsgi_triage.md.
  • Reuse the existing ActivityDefinition at activity-definitions/daily-statehub-wsjf-triage.md.
  • Extend activity-core's State Hub context resolver for the queries this report already needs.
  • Add or finish the instruction/report execution path described by activity-core ADR-003.
  • Write the report to Custodian working memory and log event_type: daily_triage in State Hub.
  • Disable the Codex app automation after activity-core is validated, so there is only one daily runner.

Out of scope:

  • Rewriting the WSJF rubric or report template; that belongs to CUST-WP-0044.
  • Creating a new scheduler, cron daemon, or separate automation database.
  • Automatically changing workplan status, priority, canon, secrets, deployment, or external commitments from the daily report.
  • Retiring the workstation fallback or deploying HA activity-core before the relevant Railiance deployment work is approved.

Runner Decision

Primary target runner: activity-core Temporal schedule.

Temporary fallback runner: Codex app automation, only until activity-core has completed a manual run and at least one scheduled canary run.

Cutover rule: do not enable both runners at the same time. The handoff is:

  1. Activity-core definition remains disabled while the Codex automation is the only runner.
  2. Activity-core is validated with a manual trigger using the same definition.
  3. Codex automation is paused.
  4. Activity-core definition is enabled and schedules are synced.
  5. The next scheduled run is checked for a working-memory note, State Hub progress event, and ActivityRun row.

Tasks

T01 - Capture Failure Evidence And Runner Boundary

id: CUST-WP-0045-T01
status: done
priority: high
state_hub_task_id: "01f57ed4-0473-42bf-b61c-0491f7ac7e2c"

Record the 2026-05-19 failed automation evidence in the implementation notes for this workplan and, if useful, in the CUST-WP-0044 calibration notes.

Confirm the desired runner boundary:

  • activity-core owns schedule, retries, run log, and context resolution
  • State Hub remains the read model and progress sink
  • the-custodian owns the prompt, report template, and governance guardrails
  • Codex app automation is a temporary fallback only

Done when the failure mode and cutover target are explicit enough that future agents do not try to fix this by adding another local cron path.

T02 - Extend Activity-Core State Hub Context Resolver

id: CUST-WP-0045-T02
status: done
priority: high
depends_on: [CUST-WP-0045-T01]
state_hub_task_id: "c4303b24-6f6b-445e-8e2e-94441589a7f2"

Extend activity-core's existing state-hub context resolver instead of adding bespoke HTTP fetch logic to the Custodian repo.

Required queries:

  • state_summary -> GET /state/summary
  • next_steps -> GET /state/next_steps
  • workplan_index -> GET /workstreams/workplan-index
  • hub_inbox -> GET /messages/?to_agent=hub&unread_only=true

The resolver should keep the existing STATE_HUB_URL configuration pattern, use bounded timeouts, and return {} on resolver failure so the workflow can still fall back to the offline brief/prompt contract.

Done when activity-core tests cover all four new query names and the existing domain_summary and repo_sbom_status behavior remains intact.

T03 - Implement Instruction Report Execution

id: CUST-WP-0045-T03
status: done
priority: high
depends_on: [CUST-WP-0045-T02]
state_hub_task_id: "e766ff2e-1887-49e6-9c66-598bb395e76c"

Finish the activity-core instruction/report execution path needed for judgement runs like daily triage.

Reuse the existing rule/instruction model from ACT-ADR-003:

  • parse a fenced instruction block from the ActivityDefinition
  • apply any instruction condition before running the report
  • render the canonical prompt with explicit trusted context fields
  • call the approved model/agent adapter through the existing org LLM path where available
  • validate the output against a small daily-triage report schema
  • record model, prompt hash, validation result, and source instruction id in the activity-core audit trail

This task should not introduce another scheduler or a one-off daily-triage script. The deliverable is a reusable instruction execution capability that this report can use and future judgement activities can share.

Done when activity-core can run a synthetic instruction ActivityDefinition and produce a validated report payload under test.

T04 - Add Working-Memory And State Hub Progress Sinks

id: CUST-WP-0045-T04
status: done
priority: high
depends_on: [CUST-WP-0045-T03]
state_hub_task_id: "04e56428-d3a8-4aa7-a6e1-172c974ece3a"

Add deterministic output sinks for report instructions.

For this activity, the sink must:

  • write one dated note under /home/worsch/the-custodian/memory/working/
  • post one State Hub progress event with event_type: daily_triage
  • include the activity id, run id, scheduled time, and report summary
  • be idempotent by activity-core run id and local date
  • refuse to edit canon/, workplans/, or other canonical files

Done when a manual activity-core trigger creates exactly one working-memory note and one State Hub progress event, and a retry does not duplicate either.

T05 - Update And Validate The Daily Triage ActivityDefinition

id: CUST-WP-0045-T05
status: done
priority: medium
depends_on: [CUST-WP-0045-T02, CUST-WP-0045-T03, CUST-WP-0045-T04]
state_hub_task_id: "0c6d54ec-7ed1-4e80-9cfa-ccb914e65fbf"

Update activity-definitions/daily-statehub-wsjf-triage.md so it is executable by activity-core.

Expected changes:

  • keep the trigger at 20 7 * * *, timezone Europe/Berlin
  • keep misfire_policy: skip
  • add the report instruction block that references the canonical prompt
  • keep enabled: false until manual validation passes
  • document the single-runner cutover rule in the file

Validate using activity-core's existing parser and sync commands with ACTIVITY_DEFINITION_DIRS=/home/worsch/the-custodian.

Done when the definition parses, syncs into activity-core, and appears as a paused Temporal schedule while disabled.

T06 - Canary Cutover And Disable Codex Automation

id: CUST-WP-0045-T06
status: blocked
priority: high
depends_on: [CUST-WP-0045-T05]
state_hub_task_id: "545162d7-0198-4519-a30b-06e88c6db915"
blocking_reason: "Needs an approved non-external LLM path for private State Hub digest data, or explicit operator approval for the external llm-connect backend."
needs_human: true
intervention_note: "Real cutover needs an approved non-external LLM path for private State Hub digest data, or explicit human approval for the external llm-connect backend after review."

Run the cutover safely.

Sequence:

  1. Manually trigger the activity-core definition and verify output.
  2. Pause or delete the Codex app automation daily-state-hub-wsjf-triage.
  3. Set the activity-core definition to enabled: true.
  4. Sync activity definitions and Temporal schedules.
  5. Confirm the Temporal schedule is unpaused and points at RunActivityWorkflow.
  6. Check the next 07:20 run for a working-memory note, State Hub progress event, ActivityRun row, and Temporal workflow history.

Done when activity-core is the only enabled runner and the first scheduled run has completed successfully.

T07 - Observability And Missed-Run Handling

id: CUST-WP-0045-T07
status: todo
priority: medium
depends_on: [CUST-WP-0045-T06]
state_hub_task_id: "b977c721-cadc-461f-8ffb-715d438e4c31"

Document and, where cheap, automate how to tell whether the daily run happened.

The runbook should include:

  • Temporal schedule and workflow checks
  • activity-core ActivityRun query
  • State Hub daily_triage progress-event query
  • working-memory note path check
  • expected behavior when the activity-core host is offline at 07:20
  • the chosen missed-run behavior: skip, not catch-up

Done when the operator can answer "did it run today?" from owned telemetry without inspecting Codex Desktop session internals.

T08 - Three Daily Runs And CUST-WP-0044 Calibration

id: CUST-WP-0045-T08
status: todo
priority: medium
depends_on: [CUST-WP-0045-T06, CUST-WP-0045-T07]
state_hub_task_id: "f4a985fd-8cce-4175-983e-cf3b437e19a5"

Run three consecutive daily canaries from activity-core and compare the recommendations with actual follow-up work.

Feed the result back into CUST-WP-0044-T06:

  • calibrate WSJF scoring weights
  • tune report length
  • adjust loose-end detection thresholds
  • confirm stale-but-intentionally-parked work is treated correctly
  • decide whether daily notes are useful enough as a standing habit

Done when CUST-WP-0044 can close its calibration task using activity-core runs, not Codex app automation runs.

Implementation Notes - 2026-05-19

T01 is complete. The 2026-05-19 failed Codex automation run is captured in this workplan's context, and the runner boundary is explicit: activity-core owns the schedule, retries, context resolution, run log, and audit trail; State Hub stays the read model and progress sink; the-custodian owns the prompt and guardrails.

T02 is complete in activity-core. The existing state-hub context resolver now supports the daily triage queries state_summary, next_steps, workplan_index, and hub_inbox while preserving domain_summary and repo_sbom_status. Resolver failures return {} so the workflow can degrade to offline context instead of failing the whole run.

T03 is complete in activity-core. RunActivityWorkflow now evaluates instruction blocks after rules, using the existing instruction executor and a small llm-connect HTTP client boundary. Instruction results carry task specs, optional report payloads, prompt hash, model, validation status, review flag, and condition metadata. A lightweight daily triage report schema is available at schemas/daily-triage-report.json so report payloads can be validated under test before T04 wires the deterministic working-memory and State Hub sinks.

T04 is complete in activity-core. Instruction definitions can now declare report_sinks; report payloads are persisted through deterministic sink code instead of model-authored file operations. The first two sink types are working-memory and state-hub-progress. Working-memory writes refuse canonical Custodian canon/ and workplans/ paths, use run-id/date based idempotency, and State Hub progress posting deduplicates by activity run id and instruction id before posting.

T05 is complete. The daily triage ActivityDefinition now uses a single trusted scalar context.daily_triage_digest instead of raw State Hub JSON. The digest is built in activity-core from safe identifiers, counts, statuses, priority fields, health labels, and shortened titles, while excluding task descriptions, message bodies, and other free-text command surfaces. The digest also carries a deterministic_scoring extension marker so a later high-criticality path can move especially high-gain/high-effort candidate scoring into code without changing the ActivityDefinition contract.

T06 is partially validated but blocked before cutover. A local activity-core dev stack was started, the Custodian ActivityDefinition directory synced into activity-core, and the paused Temporal schedule for the disabled daily triage definition was created. The first sync exposed reusable activity-core gaps that were fixed there instead of bypassed here:

  • file-authored ActivityDefinition slug ids now map to stable UUIDv5 DB ids
  • schedule sync no longer uses raw NOT IN :ids SQL that asyncpg rejects
  • ADR-style context sources without an explicit name validate against the domain model
  • the worker now registers the existing instruction/report activities

Manual trigger canary evidence, using a local-only llm-connect mock response so no State Hub digest data left the workstation:

  • workflow id: activity-6fca51fa-387a-4fd0-bc4e-d62c29eb859a:manual-6a6e5950-2338-45c4-9054-573dda9c87cc
  • Temporal status: COMPLETED
  • activity-core run id: 2164cb88-8415-5c96-9e31-e47a41cf4e67
  • working-memory note: memory/working/daily-triage-2026-05-19-2164cb88.md
  • State Hub progress event: e42c0ada-8111-4d88-9791-821252cd04a2

The real Claude-backed llm-connect trigger was not run. The execution wrapper blocked it because private State Hub workstream/task digest data would be sent to an external LLM provider. Therefore the Codex app automation remains the only enabled runner, the ActivityDefinition remains enabled: false, and T06 is blocked until there is either an approved local/private LLM backend or an explicit operator decision to allow that external data flow.

Verification:

  • uv run pytest tests/test_state_hub_context_resolver.py -q: 6 passed
  • activity-core parser validation with ACTIVITY_DEFINITION_DIRS=/home/worsch/the-custodian: parsed the daily triage definition, cron trigger, trusted instruction, and report sinks
  • uv run pytest -q in activity-core: 107 passed, 1 skipped
  • activity-core focused T06 validation: uv run pytest tests/test_sync_activity_definitions.py tests/test_instruction_evaluation.py tests/test_report_sinks.py -q: 10 passed
  • activity-core full suite after T06 fixes: uv run pytest -q: 110 passed, 1 skipped

Acceptance Criteria

  • The daily State Hub WSJF triage runs from activity-core, not Codex app cron.
  • The Codex app automation is disabled or removed before the activity-core schedule is enabled.
  • The daily run leaves all three evidence surfaces: working-memory note, State Hub daily_triage progress event, and activity-core ActivityRun/Temporal history.
  • "Did it run today?" can be answered from State Hub and activity-core telemetry.
  • A powered-off workstation no longer matters once activity-core is running on the chosen always-on host.
  • If the chosen activity-core host is offline at 07:20, the missed run is skipped by policy and the absence is visible in the runbook checks.
  • CUST-WP-0044's three-run calibration is completed using the new runner.

Notes

The immediate Codex app automation failure could be patched by chasing the Windows/WSL launch path issue. That is not the preferred durable fix. The preferred fix is to make the existing activity-core ActivityDefinition the primary runner and keep all scheduling, audit, context resolution, and failure visibility in owned infrastructure.