Update strategic_review.yml -- add mission charter awareness and company proposal gate (Sprint 82)

templates/strategic_review.yml

@@ -1,11 +1,12 @@
 name: strategic_review
-description: "Crimson Leaf 24-hour strategic review -- full portfolio evaluation from each executive's perspective."
+description: "Crimson Leaf 24-hour strategic review -- mission assessment, portfolio evaluation, gap identification, and escalation."
 debug: true
 model: power
 system: agent_prompt
 
 agent_prompt:
   - "= identity.md"
+  - "= mission.md"
 
 participant_prompt:
   - "= identity.md"
@@ -39,12 +40,14 @@ steps:
       You are {agent.name}, participating in the Crimson Leaf Holdings strategic review.
       This is round {task.iteration} of the board session.
 
-      The portfolio report is above. Analyze it from YOUR perspective:
+      The portfolio report is above. Your mission charter is in your system prompt.
+      Analyze from YOUR perspective:
 
-      - If you are Edgar (The Operator): Focus on systems health, metrics, what's broken,
+      - If you are Edgar (The Operator): Focus on systems health, metrics, gaps in capability.
-        what needs fixing. Are companies executing? Are processes working?
+        Are companies executing? Are we moving toward the mission success criteria?
+        What gaps are blocking revenue? What should we PROPOSE to David?
 
-      - If you are Orion (The Visionary): Focus on opportunities, growth, what we're missing.
+      - If you are Orion (The Visionary): Focus on opportunities and what we are missing.
         Are we building the right things? What should we start? What should we kill?
 
       - If you are Sloane (The Dealmaker): Focus on marketing, visibility, revenue.
@@ -53,7 +56,7 @@ steps:
       Build on previous speakers' points. Disagree if you must -- this is a board debate.
 
       When genuine consensus is reached across all perspectives, include exactly:
-      "consensus_reached: true"
+      consensus_reached: true
       If debate should continue, do NOT include that line.
 
   - type: think
@@ -64,24 +67,70 @@ steps:
       Synthesize the boardroom transcript into a STRATEGIC BRIEF for David.
 
       Structure:
-      1. EXECUTIVE SUMMARY -- one paragraph on portfolio health
+      1. EXECUTIVE SUMMARY -- one paragraph on portfolio health and mission progress
-      2. CRITICAL ISSUES -- things that need immediate attention (if any)
+      2. MISSION GAP AUDIT -- assess each gap from the mission charter. Is Gap 1 (CLO)
-      3. OPPORTUNITIES -- ranked by priority
+         still the top priority? Has anything changed that elevates a different gap?
-      4. ACTION ITEMS -- specific tasks for David, formatted as:
+      3. CRITICAL ISSUES -- things needing immediate attention
+      4. OPPORTUNITIES -- ranked by priority
+      5. ACTION ITEMS -- specific tasks for David:
          "David, [verb]: [details]"
-      5. NEXT REVIEW -- what should we focus on in the next 24-hour review?
+      6. NEXT REVIEW -- focus for the next 24-hour review
 
       Keep it actionable. David is one person -- prioritize ruthlessly.
 
-      MARKETING DISPATCH ASSESSMENT:
+      PROPOSAL GATE ASSESSMENT:
-      Check the portfolio data for Crimson Leaf Publishing projects.
+      Based on the gap audit, should Edgar submit a company proposal this cycle?
-      A book is "complete" if its project has a deliverable named MANUSCRIPT-README or
+      Criteria: gap is materially blocking revenue AND cannot be solved by existing resources
-      if the portfolio report shows a project_index task completed.
+      AND no proposal has been submitted in the last 30 days.
-      A book "needs marketing" if crimson_leaf_marketing shows no active campaign for it.
+      State one of: PROPOSAL_NEEDED: [company-slug] or PROPOSAL_NEEDED: none
 
+      MARKETING DISPATCH ASSESSMENT:
+      A book "needs marketing" if crimson_leaf_marketing shows no active campaign for it.
       At the end of your brief, include:
       CLM_DISPATCH: <book-project-slug if a completed book needs CLM campaign, or "none">
 
+  - type: think
+    max_tokens: 100
+    output_key: proposal_project_slug
+    hint: |
+      Read the PROPOSAL_NEEDED line from the strategic brief above.
+      If the value is "none", output exactly: none
+      Otherwise output exactly: incubation
+
+      Output ONLY one word. No explanation. No punctuation.
+
+  - type: think
+    max_tokens: 800
+    output_key: proposal_brief
+    hint: |
+      The proposal decision is: {proposal_project_slug}
+
+      If {proposal_project_slug} is "none", output exactly: none
+
+      Otherwise, write the task message for the company_proposal pipeline.
+      This brief becomes the input that drives the full business plan.
+
+      Include:
+      - Which company to propose (name, slug, purpose in one sentence)
+      - What gap it fills (specific -- what Edgar cannot do today without it)
+      - Why now (cost of waiting another 30 days)
+      - Proposed 90-day success criteria (measurable)
+      - Known constraints or dependencies
+
+      Be specific. This brief drives the entire proposal document.
+
+      Output ONLY the brief text. No labels. No preamble.
+
+  - type: tool
+    action: enqueue_strategy
+    optional: true
+    params:
+      company_slug: "crimson_leaf"
+      project_slug: "{proposal_project_slug}"
+      task_type: "company_proposal"
+      content: "{proposal_brief}"
+      agent_name: "edgar"
+
   - type: think
     max_tokens: 100
     output_key: clm_dispatch_slug
@@ -95,12 +144,12 @@ steps:
     max_tokens: 600
     output_key: clm_dispatch_message
     hint: |
-      If clm_dispatch_slug is "none", output exactly: none
+      If {clm_dispatch_slug} is "none", output exactly: none
 
       Otherwise write a marketing campaign request for that book. Include:
-      - Book title, genre, audience, author
+      - Book title, genre, audience
       - The manuscript is complete in Crimson Leaf Publishing Gitea repo
-      - Request: full marketing campaign (strategy, social media, email, press release, ad copy)
+      - Request: full marketing campaign (strategy, social, email, press release, ad copy)
       - Urgency: book has no active campaign and needs revenue generation
 
       Book reference: